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Winnebago Industries

300 hedge funds and large institutions have $2.33B invested in Winnebago Industries in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 30

12% more funds holding

Funds holding: 267300 (+33)

6% more capital invested

Capital invested by funds: $2.2B → $2.33B (+$123M)

2.74% more ownership

Funds ownership: 90.58%93.32% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

23% less call options, than puts

Call options by funds: $32.1M | Put options by funds: $41.7M

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 107

Holders
300
Holders Change
+33
Holders Change %
+12.36%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
65
Increased
81
Reduced
107
Closed
30
Calls
$32.1M
Puts
$41.7M
Net Calls
-$9.58M
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oppenheimer & Co
New York
$216K -$12.2K -170 -6%
ETM
227
Euclidean Technologies Management
Washington
$214K
CGH
228
Crossmark Global Holdings
Texas
$210K +$202K +2,803 New
SWM
229
Spire Wealth Management
Virginia
$208K -$91.8K -1,276 -32%
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$208K +$200K +2,772 New
ACM
231
Aubrey Capital Management
United Kingdom
$208K
AIP
232
Ameritas Investment Partners
Nebraska
$190K
Simplex Trading
233
Simplex Trading
Illinois
$155K -$12.2K -170 -8%
EVM
234
Eaton Vance Management
Massachusetts
$144K -$4.1K -57 -3%
Ohio Public Employees Retirement System (OPERS)
235
Ohio Public Employees Retirement System (OPERS)
Ohio
$136K +$7.27K +101 +6%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$131K -$56.6K -787 -31%
Acadian Asset Management
237
Acadian Asset Management
Massachusetts
$131K +$127K +1,758 New
CG
238
Cutler Group
California
$122K +$58.3K +810 +98%
WBC
239
West Branch Capital
Massachusetts
$108K
WT
240
Whittier Trust
California
$99K +$95K +1,320 New
US Bancorp
241
US Bancorp
Minnesota
$88K -$3.1K -43 -4%
Lazard Asset Management
242
Lazard Asset Management
New York
$64K -$756K -10,500 -92%
AF
243
Allworth Financial
California
$64K +$5.25K +73 +9%
KFI
244
Key Financial Inc
Pennsylvania
$52K
SPIA
245
Steward Partners Investment Advisory
New York
$42K -$7.2K -100 -15%
LSA
246
Leonteq Securities AG
Switzerland
$41.7K -$30.4K -423 -43%
1IA
247
1834 Investment Advisors
Wisconsin
$40K
Koshinski Asset Management
248
Koshinski Asset Management
Illinois
$35.2K +$8.85K +123 +35%
SWA
249
Sutton Wealth Advisors
Florida
$34.6K +$576 +8 +2%
PHK
250
Point72 Hong Kong
Hong Kong
$34K +$32.8K +456 New

WGO Hedge Fund Activity: Q4 2021 in Review

300 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2021, worth a combined $2.33B — up 5.6% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new WGO positions and 30 closed out — a net gain of 35 holders — while 81 added to existing stakes and 107 trimmed.

The largest buyer was Oxford Financial Group, adding an estimated $28.6M. The largest seller was Citadel Advisors, cutting an estimated $42.7M.

  • 300 institutional investors held Winnebago Industries (WGO) as of Q4 2021, up from 267 in Q3 2021.
  • Funds reported $2.33B of Winnebago Industries stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 65 funds opened new Winnebago Industries positions in Q4 2021 and 30 closed out, a net change of +35 holders.
  • The largest Winnebago Industries buyer in Q4 2021 was Oxford Financial Group, an estimated $28.6M added.
  • The largest Winnebago Industries seller in Q4 2021 was Citadel Advisors, an estimated $42.7M sold.

Based on aggregated 13F filings for Q4 2021.