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Winnebago Industries

265 hedge funds and large institutions have $2.32B invested in Winnebago Industries in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 96 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more capital invested

Capital invested by funds: $1.8B → $2.32B (+$519M)

22% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $25M

5% more funds holding

Funds holding: 252265 (+13)

1.6% more ownership

Funds ownership: 88.33%89.93% (+1.6%)

22% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 96

Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
49
Increased
75
Reduced
96
Closed
34
Calls
$30.4M
Puts
$25M
Net Calls
+$5.4M
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
251
Parkside Financial Bank & Trust
Missouri
$6K
GAM
252
Gemmer Asset Management
California
$5K -$2.16K -30 -30%
VCM
253
Versant Capital Management
Arizona
$5K +$4.62K +64 New
AssetMark Inc
254
AssetMark Inc
California
$4K -$289 -4 -8%
TFO
255
Tarbox Family Office
California
$4K
PCG
256
Private Capital Group
Connecticut
$3K
CA
257
Clearstead Advisors
Ohio
$2K
FPS
258
Fieldpoint Private Securities
Connecticut
$2K
HIA
259
Harbor Investment Advisory
Maryland
$2K +$1.44K +20 New
MWP
260
Meridian Wealth Partners
Pennsylvania
$2K +$1.73K +24 New
AIG
261
American International Group
New York
$1.61K -$784K -10,864 -34%
Nisa Investment Advisors
262
Nisa Investment Advisors
Missouri
$1.23K
BWA
263
BDO Wealth Advisors
Florida
$1K
RFA
264
Reilly Financial Advisors
California
$1K
Capital World Investors
265
Capital World Investors
California
-$7.15M -119,320 Closed
GJL
266
Gendell Jeffrey L
-$5.53M -92,300 Closed
Voloridge Investment Management
267
Voloridge Investment Management
Florida
-$4.06M -67,707 Closed
FAM
268
Fred Alger Management
New York
-$1.74M -29,095 Closed
DA
269
Duality Advisers
Florida
-$1.38M -23,054 Closed
JF
270
Jump Financial
Illinois
-$1.09M -18,161 Closed
Zurich Cantonal Bank
271
Zurich Cantonal Bank
Switzerland
-$1.03M -17,131 Closed
MSA
272
Mason Street Advisors
Wisconsin
-$754K -12,587 Closed
Pacer Advisors
273
Pacer Advisors
Pennsylvania
-$674K -11,248 Closed
TC
274
TwinBeech Capital
New York
-$639K -10,660 Closed
WCM
275
Weld Capital Management
New York
-$547K -9,119 Closed

WGO Hedge Fund Activity: Q1 2021 in Review

265 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2021, worth a combined $2.32B — up 29% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WGO positions and 34 closed out — a net gain of 15 holders — while 75 added to existing stakes and 96 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $45.3M. The largest seller was Morgan Stanley, cutting an estimated $38.8M.

  • 265 institutional investors held Winnebago Industries (WGO) as of Q1 2021, up from 252 in Q4 2020.
  • Funds reported $2.32B of Winnebago Industries stock for Q1 2021, up 29% quarter-over-quarter.
  • 49 funds opened new Winnebago Industries positions in Q1 2021 and 34 closed out, a net change of +15 holders.
  • The largest Winnebago Industries buyer in Q1 2021 was Citadel Advisors, an estimated $45.3M added.
  • The largest Winnebago Industries seller in Q1 2021 was Morgan Stanley, an estimated $38.8M sold.

Based on aggregated 13F filings for Q1 2021.