Thor Industries
401 hedge funds and large institutions have $5.37B invested in Thor Industries in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 124 increasing their positions, 153 reducing their positions, and 47 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
28% more capital invested
Capital invested by funds: $4.18B → $5.37B (+$1.18B)
15% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 47
2% more funds holding
Funds holding: 395 → 401 (+6)
1.63% less ownership
Funds ownership: 99.01% → 97.38% (-1.6%)
19% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 153
30% less call options, than puts
Call options by funds: $88.9M | Put options by funds: $127M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$50.7M |
| 2 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
+$41M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$15.6M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$15.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$36.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$20.2M |
| 3 |
Amundi
Paris,
France
|
-$19.2M |
| 4 |
JP Morgan Chase
New York
|
-$17.7M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$15.3M |
THO Hedge Fund Activity: Q2 2023 in Review
401 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q2 2023, worth a combined $5.37B — up 28% from $4.18B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new THO positions and 47 closed out — a net gain of 7 holders — while 124 added to existing stakes and 153 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $50.7M. The largest seller was Envestnet Asset Management, cutting an estimated $36.6M.
- 401 institutional investors held Thor Industries (THO) as of Q2 2023, up from 395 in Q1 2023.
- Funds reported $5.37B of Thor Industries stock for Q2 2023, up 28% quarter-over-quarter.
- 54 funds opened new Thor Industries positions in Q2 2023 and 47 closed out, a net change of +7 holders.
- The largest Thor Industries buyer in Q2 2023 was Royal London Asset Management, an estimated $50.7M added.
- The largest Thor Industries seller in Q2 2023 was Envestnet Asset Management, an estimated $36.6M sold.
Based on aggregated 13F filings for Q2 2023.