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Winnebago Industries

276 hedge funds and large institutions have $1.82B invested in Winnebago Industries in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 103 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more funds holding

Funds holding: 248276 (+28)

7% more capital invested

Capital invested by funds: $1.69B → $1.82B (+$125M)

0.22% more ownership

Funds ownership: 107.98%108.19% (+0.22%)

21% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 103

64% less call options, than puts

Call options by funds: $59.1M | Put options by funds: $162M

Holders
276
Holders Change
+28
Holders Change %
+11.29%
% of All Funds
3.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
44
Increased
81
Reduced
103
Closed
15
Calls
$59.1M
Puts
$162M
Net Calls
-$103M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$24.1K
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$20.5K -$13.6K -237 -40%
CFM
228
Catalyst Funds Management
Australia
$17.4K +$17.2K +300 New
HWM
229
Hemington Wealth Management
Virginia
$17K +$17.7K +309 New
BTI
230
Blue Trust Inc
Georgia
$16.9K +$4.64K +81 +35%
EWA
231
EverSource Wealth Advisors
Alabama
$14.5K -$2.52K -44 -15%
Nomura Asset Management
232
Nomura Asset Management
Japan
$13.9K
IBOK
233
Independence Bank of Kentucky
Kentucky
$11.6K +$11.5K +200 New
Barrow, Hanley, Mewhinney & Strauss
234
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.88K
NA
235
NewEdge Advisors
Louisiana
$8.72K
SAM
236
Smartleaf Asset Management
Massachusetts
$8.38K -$6.47K -113 -44%
PS
237
Principal Securities
Iowa
$7.55K -$22.9K -400 -75%
AGWCA
238
Annis Gardner Whiting Capital Advisors
Florida
$7.09K
PA
239
Parallel Advisors
California
$6.16K
AIC
240
Archer Investment Corporation
Indiana
$5.81K
SCM
241
Sterling Capital Management
North Carolina
$5.7K +$5.61K +98 New
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$5.4K -$2.81K -49 -35%
EC
243
Elequin Capital
New York
$5.35K +$5.27K +92 New
GJWM
244
Gilliland Jeter Wealth Management
Arkansas
$4.71K
PWMG
245
Private Wealth Management Group
New Jersey
$4.3K
UB
246
UMB Bank
Missouri
$3.54K +$2.29K +40 +190%
BBHC
247
Brown Brothers Harriman & Co
New York
$3.54K +$3.49K +61 New
AA
248
Ancora Advisors
Ohio
$3.31K
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$2.67K +$1.66K +29 +171%
CSB
250
City State Bank
Iowa
$2.21K

WGO Hedge Fund Activity: Q3 2024 in Review

276 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q3 2024, worth a combined $1.82B — up 7.4% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new WGO positions and 15 closed out — a net gain of 29 holders — while 81 added to existing stakes and 103 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $15.4M. The largest seller was Punch Card Management, cutting an estimated $33.5M.

  • 276 institutional investors held Winnebago Industries (WGO) as of Q3 2024, up from 248 in Q2 2024.
  • Funds reported $1.82B of Winnebago Industries stock for Q3 2024, up 7.4% quarter-over-quarter.
  • 44 funds opened new Winnebago Industries positions in Q3 2024 and 15 closed out, a net change of +29 holders.
  • The largest Winnebago Industries buyer in Q3 2024 was First Trust Advisors, an estimated $15.4M added.
  • The largest Winnebago Industries seller in Q3 2024 was Punch Card Management, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2024.