Winnebago Industries
WGO
208 hedge funds and large institutions have $974M invested in Winnebago Industries in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 32 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
36% more capital invested
Capital invested by funds: $715M → $974M (+$258M)
18% more call options, than puts
Call options by funds: $7.77M | Put options by funds: $6.58M
5.52% more ownership
Funds ownership: 92.27% → 97.79% (+5.5%)
6% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 32
0% more funds holding
Funds holding: 207 → 208 (+1)
14% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$35.6M |
| 2 |
PCM
Punch Card Management
Winter Park,
Florida
|
+$32.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$26M |
| 4 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
+$21.5M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$17.1M |
| 2 |
Morgan Stanley
New York
|
-$14.5M |
| 3 |
RA
Royce & Associates
New York
|
-$11M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.88M |
| 5 |
GJL
Gendell Jeffrey L
|
-$6.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HSA
226
Hussman Strategic Advisors
Ellicott City,
Maryland
| – | -$44K | -1,800 | Closed |
|
|
KCM
227
Karp Capital Management
Sausalito,
California
| – | -$24K | -1,000 | Closed |
|
|
WTC
228
WhitTier Trust Company
Reno,
Nevada
| – | -$16K | -652 | Closed |
|
229
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$7K | -300 | Closed |
|
|
BBHC
230
Brown Brothers Harriman & Co
New York
| – | -$7K | -275 | Closed |
|
|
PCM
231
Prelude Capital Management
New York
| – | -$2K | -79 | Closed |
|
|
JA
232
JOYN Advisors
Atlanta,
Georgia
| – | -$2K | -68 | Closed |
|
233
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.35K | -45 | -79% |
|
234
Fidelity Investments
Boston,
Massachusetts
| – | -$1K | -41 | Closed |
|
|
QI
235
QS Investors
New York
| – | -$1K | -13 | Closed |
|
|
CFA
236
Carroll Financial Associates
Charlotte,
North Carolina
| – | +$30 | +1 | New |
|
|
FGAM
237
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$390 | +13 | New |
|
WGO Hedge Fund Activity: Q1 2019 in Review
208 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2019, worth a combined $974M — up 36% from $715M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WGO positions and 32 closed out — a net gain of 2 holders — while 61 added to existing stakes and 71 trimmed.
The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $35.6M. The largest seller was Marshall Wace, cutting an estimated $17.1M.
- 208 institutional investors held Winnebago Industries (WGO) as of Q1 2019, up from 207 in Q4 2018.
- Funds reported $974M of Winnebago Industries stock for Q1 2019, up 36% quarter-over-quarter.
- 34 funds opened new Winnebago Industries positions in Q1 2019 and 32 closed out, a net change of +2 holders.
- The largest Winnebago Industries buyer in Q1 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $35.6M added.
- The largest Winnebago Industries seller in Q1 2019 was Marshall Wace, an estimated $17.1M sold.
Based on aggregated 13F filings for Q1 2019.