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Winnebago Industries
WGO

267 hedge funds and large institutions have $2.2B invested in Winnebago Industries in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 97 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

7% more capital invested

Capital invested by funds: $2.07B → $2.2B (+$138M)

1% more funds holding

Funds holding: 264 → 267 (+3)

0.01% more ownership

Funds ownership: 90.57% → 90.58% (+0.01%)

15% less call options, than puts

Call options by funds: $38.9M | Put options by funds: $45.8M

21% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 97

Holders
267
Holders Change
+3
Holders Change %
+1.14%
% of All Funds
4.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
77
Reduced
97
Closed
28
Calls
$38.9M
Puts
$45.8M
Net Calls
-$6.95M
Net Calls Change
+$56.8M

Top Buyers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
+$45M
2
OFG
Oxford Financial Group
Indiana
+$34.3M
3
CB
Cooke & Bieler
Pennsylvania
+$21M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$10.8M
5
JGC
J. Goldman & Co
New York
+$9.88M

Top Sellers

Rank Fund Capital Flow
1
CCM
Candlestick Capital Management
Connecticut
-$41.3M
2
BlackRock
BlackRock
New York
-$24.2M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$12.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$11.7M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$48K +$6.99K +100 +18%
1IA
227
1834 Investment Advisors
Wisconsin
$39K – – –
NFG
228
Next Financial Group
Texas
$37K -$8.46K -121 -19%
SWA
229
Sutton Wealth Advisors
Florida
$32.9K +$4.19K +60 +15%
Koshinski Asset Management
230
Koshinski Asset Management
Illinois
$25.1K +$24.3K +347 New
DFCM
231
Dark Forest Capital Management
Puerto Rico
$24K -$27.1K -387 -54%
PMFA
232
Plante Moran Financial Advisors
Michigan
$22K – – –
IA
233
IFP Advisors
Florida
$22K +$140 +2 +0.7%
AAM
234
Advisors Asset Management
Colorado
$22K +$20.8K +298 New
AL
235
ADE LLC
Maryland
$20K – – –
AWM
236
Accel Wealth Management
Iowa
$19K – – –
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.3K – – –
SSC
238
Syverson Strege & Co
Iowa
$15K – – –
TWA
239
TCI Wealth Advisors
Arizona
$15K +$4.05K +58 +38%
ST
240
Sageworth Trust
Pennsylvania
$12K – – –
NICM
241
Neo Ivy Capital Management
New York
$10K -$297K -4,249 -96%
APA
242
American Portfolios Advisors
New York
$9.45K -$3.5K -50 -28%
CFGS
243
Concourse Financial Group Securities
Alabama
$8K – – –
QCG
244
Quadrant Capital Group
Ohio
$8K – – –
VCM
245
Versant Capital Management
Arizona
$8K +$3.98K +57 +104%
PA
246
Parallel Advisors
California
$7K – – –
SIM
247
Sonora Investment Management
Arizona
$7K – – –
PFBT
248
Parkside Financial Bank & Trust
Missouri
$6K +$140 +2 +3%
GAM
249
Gemmer Asset Management
California
$5K – – –
TFO
250
Tarbox Family Office
California
$4K – – –
8 9
10
11 12

WGO Hedge Fund Activity: Q3 2021 in Review

267 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q3 2021, worth a combined $2.2B — up 6.7% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WGO positions and 28 closed out — a net gain of 6 holders — while 77 added to existing stakes and 97 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $45M. The largest seller was Candlestick Capital Management, cutting an estimated $41.3M.

  • 267 institutional investors held Winnebago Industries (WGO) as of Q3 2021, up from 264 in Q2 2021.
  • Funds reported $2.2B of Winnebago Industries stock for Q3 2021, up 6.7% quarter-over-quarter.
  • 34 funds opened new Winnebago Industries positions in Q3 2021 and 28 closed out, a net change of +6 holders.
  • The largest Winnebago Industries buyer in Q3 2021 was William Blair Investment Management, an estimated $45M added.
  • The largest Winnebago Industries seller in Q3 2021 was Candlestick Capital Management, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2021.