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Winnebago Industries

248 hedge funds and large institutions have $1.69B invested in Winnebago Industries in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

1.88% less ownership

Funds ownership: 109.85%107.98% (-1.9%)

2% less funds holding

Funds holding: 253248 (-5)

29% less capital invested

Capital invested by funds: $2.38B → $1.69B (-$683M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

75% less call options, than puts

Call options by funds: $27.4M | Put options by funds: $110M

Holders
248
Holders Change
-5
Holders Change %
-1.98%
% of All Funds
3.58%
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
84
Reduced
78
Closed
45
Calls
$27.4M
Puts
$110M
Net Calls
-$82.6M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
226
Bell Investment Advisors
California
$3.58K
AA
227
Ancora Advisors
Ohio
$3.09K
CSB
228
City State Bank
Iowa
$2.06K
JWA
229
JFS Wealth Advisors
Pennsylvania
$1.84K
TSMHT
230
Thurston Springer Miller Herd & Titak
Indiana
$1.68K +$1.91K +31 New
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$1.19K
PWMG
232
Prestige Wealth Management Group
New Jersey
$1.14K
QL
233
Quarry LP
New York
$1.14K -$185 -3 -13%
GRP
234
Global Retirement Partners
California
$1.14K
UB
235
UMB Bank
Missouri
$1.14K +$555 +9 +75%
CPG
236
Cornerstone Planning Group
New Jersey
$962 +$1.05K +17 New
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$921
VCM
238
Versant Capital Management
Arizona
$867
HIA
239
Harbor Investment Advisory
Maryland
$542
SIC
240
SJS Investment Consulting
Ohio
$542
DPW
241
DiNuzzo Private Wealth
Pennsylvania
$380
RIL
242
Rothschild Investment LLC
Illinois
$271
LFG
243
Larson Financial Group
Missouri
$271 +$308 +5 New
ECM
244
Everence Capital Management
Indiana
$229
PFBT
245
Parkside Financial Bank & Trust
Missouri
$217
TFM
246
TFC Financial Management
Massachusetts
$55 +$62 +1 New
CP
247
Camelot Portfolios
Ohio
$54 +$62 +1 New
Nordea Investment Management
248
Nordea Investment Management
Sweden
-$12.4M -168,472 Closed
Arrowstreet Capital
249
Arrowstreet Capital
Massachusetts
-$4.28M -57,816 Closed
SEC
250
Seven Eight Capital
New York
-$3.15M -42,605 Closed

WGO Hedge Fund Activity: Q2 2024 in Review

248 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2024, worth a combined $1.69B — down 29% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of WGO and 43 opened new positions — a net loss of 2 holders — while 78 trimmed existing stakes and 84 added.

The largest buyer was Pacer Advisors, adding an estimated $28.5M. The largest seller was Fisher Asset Management, cutting an estimated $80.1M.

  • 248 institutional investors held Winnebago Industries (WGO) as of Q2 2024, down from 253 in Q1 2024.
  • Funds reported $1.69B of Winnebago Industries stock for Q2 2024, down 29% quarter-over-quarter.
  • 43 funds opened new Winnebago Industries positions in Q2 2024 and 45 closed out, a net change of -2 holders.
  • The largest Winnebago Industries buyer in Q2 2024 was Pacer Advisors, an estimated $28.5M added.
  • The largest Winnebago Industries seller in Q2 2024 was Fisher Asset Management, an estimated $80.1M sold.

Based on aggregated 13F filings for Q2 2024.