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Winnebago Industries

265 hedge funds and large institutions have $2.32B invested in Winnebago Industries in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 96 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more capital invested

Capital invested by funds: $1.8B → $2.32B (+$519M)

22% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $25M

5% more funds holding

Funds holding: 252265 (+13)

1.6% more ownership

Funds ownership: 88.33%89.93% (+1.6%)

22% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 96

Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
49
Increased
75
Reduced
96
Closed
34
Calls
$30.4M
Puts
$25M
Net Calls
+$5.4M
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
226
Panagora Asset Management
Massachusetts
$65K
SPIA
227
Steward Partners Investment Advisory
New York
$62.7K
HI
228
Harbour Investments
Wisconsin
$58K +$54.4K +754 New
AF
229
Allworth Financial
California
$55K +$5.48K +76 +12%
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$46.9K +650 +6,500%
CMBA
231
C.M. Bidwell & Associates
Hawaii
$44K +$41.8K +580 New
1IA
232
1834 Investment Advisors
Wisconsin
$41K
SFS
233
Sowell Financial Services
Arkansas
$39K
APWA
234
Atlas Private Wealth Advisors
New Jersey
$36K
SWA
235
Sutton Wealth Advisors
Florida
$30.2K
IA
236
IFP Advisors
Florida
$24K -$7.21K -100 -25%
AL
237
ADE LLC
Maryland
$21K
AWM
238
Accel Wealth Management
Iowa
$20K
GAM
239
Grandview Asset Management
Pennsylvania
$19K +$18.1K +251 New
FDCDDQ
240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.3K
SSC
241
Syverson Strege & Co
Iowa
$16K
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$16K +$14.8K +205 New
IAIM
243
International Assets Investment Management
Florida
$14K +$10.8K +150 +429%
APA
244
American Portfolios Advisors
New York
$13.8K +$7.21K +100 +125%
TWA
245
TCI Wealth Advisors
Arizona
$12K +$4.4K +61 +66%
CFGS
246
Concourse Financial Group Securities
Alabama
$9K +$1.8K +25 +26%
Simplex Trading
247
Simplex Trading
Illinois
$9K +$8.73K +121 New
PA
248
Parallel Advisors
California
$8K
QCG
249
Quadrant Capital Group
Ohio
$8K
SIM
250
Sonora Investment Management
Arizona
$8K

WGO Hedge Fund Activity: Q1 2021 in Review

265 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2021, worth a combined $2.32B — up 29% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WGO positions and 34 closed out — a net gain of 15 holders — while 75 added to existing stakes and 96 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $45.3M. The largest seller was Morgan Stanley, cutting an estimated $38.8M.

  • 265 institutional investors held Winnebago Industries (WGO) as of Q1 2021, up from 252 in Q4 2020.
  • Funds reported $2.32B of Winnebago Industries stock for Q1 2021, up 29% quarter-over-quarter.
  • 49 funds opened new Winnebago Industries positions in Q1 2021 and 34 closed out, a net change of +15 holders.
  • The largest Winnebago Industries buyer in Q1 2021 was Citadel Advisors, an estimated $45.3M added.
  • The largest Winnebago Industries seller in Q1 2021 was Morgan Stanley, an estimated $38.8M sold.

Based on aggregated 13F filings for Q1 2021.