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Winnebago Industries

260 hedge funds and large institutions have $1.85B invested in Winnebago Industries in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 93 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $1.55B → $1.85B (+$304M)

1.77% more ownership

Funds ownership: 103.09%104.86% (+1.8%)

2% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 95

6% less funds holding

Funds holding: 276260 (-16)

42% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 33

58% less call options, than puts

Call options by funds: $42.9M | Put options by funds: $103M

Holders
260
Holders Change
-16
Holders Change %
-5.8%
% of All Funds
4.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
93
Reduced
95
Closed
33
Calls
$42.9M
Puts
$103M
Net Calls
-$59.6M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$7.56K +$3.17K +52 +66%
PA
227
Parallel Advisors
California
$7.5K
IGWM
228
ICA Group Wealth Management
Colorado
$5.77K -$6.16K -101 -50%
AIC
229
Archer Investment Corporation
Indiana
$5.77K
AssetMark Inc
230
AssetMark Inc
California
$5.54K -$61 -1 -1%
IA
231
IFP Advisors
Florida
$5.53K -$488 -8 -5%
CFGS
232
Concourse Financial Group Securities
Alabama
$5.25K +$976 +16 +21%
PFBT
233
Parkside Financial Bank & Trust
Missouri
$5.14K -$183 -3 -3%
LC
234
Lindbrook Capital
California
$4.27K -$366 -6 -8%
AAS
235
Ameritas Advisory Services
Nebraska
$3.35K +$3.54K +58 New
EWA
236
EverSource Wealth Advisors
Alabama
$3.29K -$1.95K -32 -36%
C
237
Covestor
United Kingdom
$3K +$2.14K +35 +175%
LSA
238
Leonteq Securities AG
Switzerland
$2.77K
JWA
239
JFS Wealth Advisors
Pennsylvania
$1.91K -$610 -10 -23%
SC
240
Schubert & Co
Texas
$1.85K -$61 -1 -3%
VCM
241
Versant Capital Management
Arizona
$1.76K
GWS
242
Glassman Wealth Services
Virginia
$1.73K
Parallax Volatility Advisers
243
Parallax Volatility Advisers
California
$1.5K
FMII
244
Farmers & Merchants Investments Inc
Nebraska
$1.39K
GRP
245
Global Retirement Partners
California
$1.27K -$305 -5 -19%
PWMG
246
Prestige Wealth Management Group
New Jersey
$1.21K
HIA
247
Harbor Investment Advisory
Maryland
$1.15K
CSB
248
City State Bank
Iowa
$1K
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$981
BIA
250
Bell Investment Advisors
California
$981 +$488 +8 +89%

WGO Hedge Fund Activity: Q1 2023 in Review

260 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2023, worth a combined $1.85B — up 20% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of WGO and 19 opened new positions — a net loss of 14 holders — while 95 trimmed existing stakes and 93 added.

The largest buyer was Goldman Sachs, adding an estimated $22.2M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $24.4M sold.

  • 260 institutional investors held Winnebago Industries (WGO) as of Q1 2023, down from 276 in Q4 2022.
  • Funds reported $1.85B of Winnebago Industries stock for Q1 2023, up 20% quarter-over-quarter.
  • 19 funds opened new Winnebago Industries positions in Q1 2023 and 33 closed out, a net change of -14 holders.
  • The largest Winnebago Industries buyer in Q1 2023 was Goldman Sachs, an estimated $22.2M added.
  • The largest Winnebago Industries seller in Q1 2023 was Renaissance Technologies, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2023.