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Winnebago Industries

300 hedge funds and large institutions have $2.33B invested in Winnebago Industries in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 30

12% more funds holding

Funds holding: 267300 (+33)

6% more capital invested

Capital invested by funds: $2.2B → $2.33B (+$123M)

2.74% more ownership

Funds ownership: 90.58%93.32% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

23% less call options, than puts

Call options by funds: $32.1M | Put options by funds: $41.7M

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 107

Holders
300
Holders Change
+33
Holders Change %
+12.36%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
65
Increased
81
Reduced
107
Closed
30
Calls
$32.1M
Puts
$41.7M
Net Calls
-$9.58M
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
251
Signet Financial Management
New Jersey
$28K +$27.4K +380 New
AAM
252
Advisors Asset Management
Colorado
$27K +$4.61K +64 +21%
NFG
253
Next Financial Group
Texas
$26K -$12.3K -171 -33%
TRCT
254
Tower Research Capital (TRC)
New York
$25K -$67.1K -932 -74%
IA
255
IFP Advisors
Florida
$22K
AWM
256
Accel Wealth Management
Iowa
$19K
SOW
257
State of Wyoming
Wyoming
$17K +$16K +222 New
FDCDDQ
258
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9K
SSC
259
Syverson Strege & Co
Iowa
$16K
TWA
260
TCI Wealth Advisors
Arizona
$16K
HI
261
Harbour Investments
Wisconsin
$15K -$54.3K -755 -79%
RDIA
262
RE Dickinson Investment Advisors
Iowa
$15K +$14.4K +200 New
TWC
263
TD Waterhouse Canada
Ontario, Canada
$14.7K +$14.3K +199 New
Fidelity Investments
264
Fidelity Investments
Massachusetts
$14K +$11.7K +162 +491%
BAM
265
Byrne Asset Management
New Jersey
$13K +$12.4K +172 New
EWA
266
EverSource Wealth Advisors
Alabama
$12K +$11.4K +158 New
STCOSD
267
Sageworth Trust Company of South Dakota
South Dakota
$9K +$9.07K +126 New
QCG
268
Quadrant Capital Group
Ohio
$8K
PA
269
Parallel Advisors
California
$8K +$432 +6 +6%
NICM
270
Neo Ivy Capital Management
New York
$7K -$4.68K -65 -41%
VCM
271
Versant Capital Management
Arizona
$7K -$936 -13 -12%
PFBT
272
Parkside Financial Bank & Trust
Missouri
$7K +$720 +10 +12%
S
273
SignatureFD
Georgia
$7K +$4.97K +69 +256%
APA
274
American Portfolios Advisors
New York
$5.99K -$3.6K -50 -38%
CFGS
275
Concourse Financial Group Securities
Alabama
$5K -$3.24K -45 -41%

WGO Hedge Fund Activity: Q4 2021 in Review

300 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2021, worth a combined $2.33B — up 5.6% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new WGO positions and 30 closed out — a net gain of 35 holders — while 81 added to existing stakes and 107 trimmed.

The largest buyer was Oxford Financial Group, adding an estimated $28.6M. The largest seller was Citadel Advisors, cutting an estimated $42.7M.

  • 300 institutional investors held Winnebago Industries (WGO) as of Q4 2021, up from 267 in Q3 2021.
  • Funds reported $2.33B of Winnebago Industries stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 65 funds opened new Winnebago Industries positions in Q4 2021 and 30 closed out, a net change of +35 holders.
  • The largest Winnebago Industries buyer in Q4 2021 was Oxford Financial Group, an estimated $28.6M added.
  • The largest Winnebago Industries seller in Q4 2021 was Citadel Advisors, an estimated $42.7M sold.

Based on aggregated 13F filings for Q4 2021.