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Winnebago Industries
WGO

Overview Fund Activity

253 hedge funds and large institutions have $2.38B invested in Winnebago Industries in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
3.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
74
Reduced
104
Closed
32
Calls
$66.4M
Puts
$188M
Net Calls
-$121M
Net Calls Change
-$14.7M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$74.3M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$89.5M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$71.7M
4
American Century Companies
4
American Century Companies
Missouri
$58.6M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$47.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$87.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
BlackRock
4
BlackRock
New York
$339M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
226
ICA Group Wealth Management
Colorado
$7.4K – – –
AssetMark Inc
227
AssetMark Inc
California
$6.36K +$148 +2 +2%
BIA
228
Bell Investment Advisors
California
$4.88K – – –
LC
229
Lindbrook Capital
California
$4.29K – – –
AA
230
Ancora Advisors
Ohio
$4.22K +$4.22K +57 New
CSB
231
City State Bank
Iowa
$3K +$1.58K +20 +111%
JWA
232
JFS Wealth Advisors
Pennsylvania
$2.52K – – –
QL
233
Quarry LP
New York
$1.78K -$15.5K -209 -90%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$1.63K – – –
GRP
235
Global Retirement Partners
California
$1.55K – – –
PWMG
236
Prestige Wealth Management Group
New Jersey
$1.55K – – –
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$1.26K – – –
VCM
238
Versant Capital Management
Arizona
$1.18K – – –
Parallax Volatility Advisers
239
Parallax Volatility Advisers
California
$1.18K +$1.18K +16 New
UB
240
UMB Bank
Missouri
$888 +$888 +12 New
CFD
241
Creative Financial Designs
Indiana
$814 – – –
HIA
242
Harbor Investment Advisory
Maryland
$740 – – –
SIC
243
SJS Investment Consulting
Ohio
$740 +$74 +1 +11%
AWM
244
Abound Wealth Management
Tennessee
$518 – – –
DPW
245
DiNuzzo Private Wealth
Pennsylvania
$518 +$148 +2 +40%
PWMG
246
Private Wealth Management Group
New Jersey
$444 -$1.26K -17 -74%
AWM
247
Avior Wealth Management
Nebraska
$444 +$444 +6 New
RIL
248
Rothschild Investment LLC
Illinois
$370 +$370 +5 New
FGAM
249
Financial Gravity Asset Management
Texas
$351 +$351 +5 New
PFBT
250
Parkside Financial Bank & Trust
Missouri
$296 – – –
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10
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