Thor Industries
THO
423 hedge funds and large institutions have $5.12B invested in Thor Industries in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 141 increasing their positions, 150 reducing their positions, and 60 closing their positions.
48% more call options, than puts
Call options by funds: $63.1M | Put options by funds: $42.7M
15% more capital inflows, than outflows
Capital inflows: $553M | Capital outflows: $480M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.42% less ownership
Funds ownership: 100.95% → 100.53% (-0.42%)
5% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 60
6% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 150
2% less funds holding
Funds holding: 432 → 423 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACR Alpine Capital Research
St. Louis,
Missouri
|
+$66.1M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$53M |
| 3 |
Timucuan Asset Management
Jacksonville,
Florida
|
+$30.3M |
| 4 |
Southpoint Capital Advisors
New York
|
+$27.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$98.3M |
| 2 |
Mane Global Capital Management
New York
|
-$36.5M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$32.8M |
| 4 |
Morgan Stanley
New York
|
-$30.1M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$29.3M |
THO Hedge Fund Activity: Q4 2024 in Review
423 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q4 2024, worth a combined $5.12B — down 13% from $5.87B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of THO and 57 opened new positions — a net loss of 3 holders — while 150 trimmed existing stakes and 141 added.
The largest buyer was ACR Alpine Capital Research, adding an estimated $66.1M. The largest seller was Harris Associates, cutting an estimated $98.3M.
- 423 institutional investors held Thor Industries (THO) as of Q4 2024, down from 432 in Q3 2024.
- Funds reported $5.12B of Thor Industries stock for Q4 2024, down 13% quarter-over-quarter.
- 57 funds opened new Thor Industries positions in Q4 2024 and 60 closed out, a net change of -3 holders.
- The largest Thor Industries buyer in Q4 2024 was ACR Alpine Capital Research, an estimated $66.1M added.
- The largest Thor Industries seller in Q4 2024 was Harris Associates, an estimated $98.3M sold.
Based on aggregated 13F filings for Q4 2024.