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Winnebago Industries
WGO

236 hedge funds and large institutions have $1.15B invested in Winnebago Industries in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $59.2M | Put options by funds: $36.6M

8% more capital invested

Capital invested by funds: $1.07B → $1.15B (+$85M)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

5% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 73

0% more funds holding

Funds holding: 235 → 236 (+1)

0.39% more ownership

Funds ownership: 89.6% → 89.99% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
236
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
39
Increased
77
Reduced
73
Closed
36
Calls
$59.2M
Puts
$36.6M
Net Calls
+$22.6M
Net Calls Change
+$29.8M

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$51.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$14.6M
3
GJL
Gendell Jeffrey L
+$8.71M
4
BlackRock
BlackRock
New York
+$7.29M
5
HJMC
Hellman Jordan Management Company
Massachusetts
+$7.06M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$17.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$16.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$15.5M
4
KCM
Kennedy Capital Management
Missouri
-$12.8M
5
RA
Royce & Associates
New York
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$4K – – –
CF
227
Centaurus Financial
California
$4K +$3.55K +93 New
MOACM
228
Mutual of America Capital Management
New York
$4K +$4.04K +106 New
WAM
229
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
ASN
230
Advisory Services Network
Georgia
$2K -$96.4K -2,528 -98%
FGAM
231
Financial Gravity Asset Management
Texas
$2K -$687 -18 -26%
GWM
232
Geneos Wealth Management
Colorado
$2K – – –
QCG
233
Quadrant Capital Group
Ohio
$2K – – –
PFBT
234
Parkside Financial Bank & Trust
Missouri
$1K – – –
QI
235
QS Investors
New York
$1K – – –
SFM
236
Signet Financial Management
New Jersey
$1K +$916 +24 New
William Blair Investment Management
237
William Blair Investment Management
Illinois
– -$16.5M -439,311 Closed
RHJA
238
Rice Hall James & Associates
California
– -$9.53M -253,437 Closed
SC
239
Shellback Capital
Massachusetts
– -$7.97M -212,021 Closed
DCM
240
Driehaus Capital Management
Illinois
– -$3.79M -100,687 Closed
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
– -$3.56M -93,372 Closed
Walleye Trading
242
Walleye Trading
New York
– -$3.31M -86,715 Closed
Wellington Management Group
243
Wellington Management Group
Massachusetts
– -$2.7M -71,789 Closed
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
– -$1.57M -41,644 Closed
PP
245
Paloma Partners
Connecticut
– -$1.1M -29,263 Closed
PI
246
Putnam Investments
Massachusetts
– -$958K -25,471 Closed
CSS
247
Cubist Systematic Strategies
Connecticut
– -$783K -20,825 Closed
QT
248
Quantbot Technologies
New York
– -$717K -19,082 Closed
D.E. Shaw & Co
249
D.E. Shaw & Co
New York
– -$698K -18,298 Closed
SBIA
250
Sheaff Brock Investment Advisors
Indiana
– -$686K -18,237 Closed
7 8 9
10
11

WGO Hedge Fund Activity: Q2 2018 in Review

236 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2018, worth a combined $1.15B — up 8% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WGO positions and 36 closed out — a net gain of 3 holders — while 77 added to existing stakes and 73 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $51.1M. The largest seller was Goldman Sachs, cutting an estimated $17.4M.

  • 236 institutional investors held Winnebago Industries (WGO) as of Q2 2018, up from 235 in Q1 2018.
  • Funds reported $1.15B of Winnebago Industries stock for Q2 2018, up 8% quarter-over-quarter.
  • 39 funds opened new Winnebago Industries positions in Q2 2018 and 36 closed out, a net change of +3 holders.
  • The largest Winnebago Industries buyer in Q2 2018 was LSV Asset Management, an estimated $51.1M added.
  • The largest Winnebago Industries seller in Q2 2018 was Goldman Sachs, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2018.