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Winnebago Industries

264 hedge funds and large institutions have $2.07B invested in Winnebago Industries in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 82 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 82

0.64% more ownership

Funds ownership: 89.93%90.57% (+0.64%)

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

0% less funds holding

Funds holding: 265264 (-1)

11% less capital invested

Capital invested by funds: $2.32B → $2.07B (-$251M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less call options, than puts

Call options by funds: $62.4M | Put options by funds: $126M

Holders
264
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.6%
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
93
Reduced
82
Closed
43
Calls
$62.4M
Puts
$126M
Net Calls
-$63.7M
Net Calls Change
-$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
251
Arkadios Wealth Advisors
Georgia
$3K +$3.69K +50 New
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.69K +50 New
CA
253
Clearstead Advisors
Ohio
$2K
FPS
254
Fieldpoint Private Securities
Connecticut
$2K
Fidelity Investments
255
Fidelity Investments
Massachusetts
$2K +$2.21K +30 New
AIG
256
American International Group
New York
$1.44K +$11.9K +161 +0.8%
Nisa Investment Advisors
257
Nisa Investment Advisors
Missouri
$1.12K +$30.3K +410 +3%
PFGIA
258
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$48K -650 -98%
BWA
259
BDO Wealth Advisors
Florida
$1K
HIA
260
Harbor Investment Advisory
Maryland
$1K
RFA
261
Reilly Financial Advisors
California
$1K
SB
262
Strategic Blueprint
Georgia
$1K +$812 +11 New
BCA
263
Berman Capital Advisors
Georgia
$1K +$1.11K +15 New
CGM
264
Capital Growth Management
Massachusetts
-$23.4M -305,000 Closed
MCL
265
MIK Capital LP
New York
-$13.5M -176,227 Closed
DCM
266
Driehaus Capital Management
Illinois
-$10.3M -133,742 Closed
SO
267
STRS Ohio
Ohio
-$6.63M -86,400 Closed
RCMC
268
RK Capital Management (Colorado)
Colorado
-$5.04M -65,700 Closed
California Public Employees Retirement System
269
California Public Employees Retirement System
California
-$4.79M -62,385 Closed
SCM
270
SG Capital Management
Illinois
-$4.13M -53,890 Closed
CCM
271
Cinctive Capital Management
New York
-$2.8M -36,513 Closed
FA
272
Friess Associates
Delaware
-$2.68M -34,899 Closed
LCG
273
Lisanti Capital Growth
New York
-$2.51M -32,745 Closed
Squarepoint
274
Squarepoint
New York
-$2.39M -31,153 Closed
MWNA
275
Marshall Wace North America
New York
-$2.04M -26,549 Closed

WGO Hedge Fund Activity: Q2 2021 in Review

264 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2021, worth a combined $2.07B — down 11% from $2.32B a quarter earlier.

Fund positioning in WGO was balanced in Q2 2021: 43 funds opened new positions, 43 closed out, 93 added to existing stakes and 82 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $14M. The largest seller was Capital Growth Management, exiting entirely with an estimated $23.4M sold.

  • 264 institutional investors held Winnebago Industries (WGO) as of Q2 2021, down from 265 in Q1 2021.
  • Funds reported $2.07B of Winnebago Industries stock for Q2 2021, down 11% quarter-over-quarter.
  • 43 funds opened new Winnebago Industries positions in Q2 2021 and 43 closed out, a net change of 0 holders.
  • The largest Winnebago Industries buyer in Q2 2021 was Cooke & Bieler, an estimated $14M added.
  • The largest Winnebago Industries seller in Q2 2021 was Capital Growth Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2021.