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Winnebago Industries

264 hedge funds and large institutions have $2.07B invested in Winnebago Industries in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 82 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 82

0.64% more ownership

Funds ownership: 89.93%90.57% (+0.64%)

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

0% less funds holding

Funds holding: 265264 (-1)

11% less capital invested

Capital invested by funds: $2.32B → $2.07B (-$251M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less call options, than puts

Call options by funds: $62.4M | Put options by funds: $126M

Holders
264
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
93
Reduced
82
Closed
43
Calls
$62.4M
Puts
$126M
Net Calls
-$63.7M
Net Calls Change
-$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$33K +$36.4K +493 New
PHK
227
Point72 Hong Kong
Hong Kong
$27K -$203K -2,750 -87%
SWA
228
Sutton Wealth Advisors
Florida
$26.8K
IA
229
IFP Advisors
Florida
$20K
PMFA
230
Plante Moran Financial Advisors
Michigan
$20K +$22.1K +300 New
AL
231
ADE LLC
Maryland
$18K
AWM
232
Accel Wealth Management
Iowa
$17K +$148 +2 +0.8%
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.3K
SSC
234
Syverson Strege & Co
Iowa
$14K +$74 +1 +0.5%
APA
235
American Portfolios Advisors
New York
$12.2K
ST
236
Sageworth Trust
Pennsylvania
$12K +$12.6K +170 New
TWA
237
TCI Wealth Advisors
Arizona
$10K -$74 -1 -0.6%
CFGS
238
Concourse Financial Group Securities
Alabama
$8K -$665 -9 -8%
PA
239
Parallel Advisors
California
$7K
QCG
240
Quadrant Capital Group
Ohio
$7K
SIM
241
Sonora Investment Management
Arizona
$7K
M
242
MOTCO
Texas
$7K +$7.38K +100 New
GAM
243
Gemmer Asset Management
California
$5K
PFBT
244
Parkside Financial Bank & Trust
Missouri
$5K +$591 +8 +11%
VCM
245
Versant Capital Management
Arizona
$4K -$665 -9 -14%
TFO
246
Tarbox Family Office
California
$4K
MIM
247
Macroview Investment Management
Maryland
$4K +$4.36K +59 New
AssetMark Inc
248
AssetMark Inc
California
$3K -$148 -2 -4%
PCG
249
Private Capital Group
Connecticut
$3K
LC
250
Lindbrook Capital
California
$3K +$3.32K +45 New

WGO Hedge Fund Activity: Q2 2021 in Review

264 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2021, worth a combined $2.07B — down 11% from $2.32B a quarter earlier.

Fund positioning in WGO was balanced in Q2 2021: 43 funds opened new positions, 43 closed out, 93 added to existing stakes and 82 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $14M. The largest seller was Capital Growth Management, exiting entirely with an estimated $23.4M sold.

  • 264 institutional investors held Winnebago Industries (WGO) as of Q2 2021, down from 265 in Q1 2021.
  • Funds reported $2.07B of Winnebago Industries stock for Q2 2021, down 11% quarter-over-quarter.
  • 43 funds opened new Winnebago Industries positions in Q2 2021 and 43 closed out, a net change of 0 holders.
  • The largest Winnebago Industries buyer in Q2 2021 was Cooke & Bieler, an estimated $14M added.
  • The largest Winnebago Industries seller in Q2 2021 was Capital Growth Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2021.