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Winnebago Industries
WGO

260 hedge funds and large institutions have $1.85B invested in Winnebago Industries in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 93 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

20% more capital invested

Capital invested by funds: $1.55B → $1.85B (+$304M)

1.77% more ownership

Funds ownership: 103.09% → 104.86% (+1.8%)

2% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 95

6% less funds holding

Funds holding: 276 → 260 (-16)

42% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 33

58% less call options, than puts

Call options by funds: $42.9M | Put options by funds: $103M

Holders
260
Holders Change
-16
Holders Change %
-5.8%
% of All Funds
4.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
93
Reduced
95
Closed
33
Calls
$42.9M
Puts
$103M
Net Calls
-$59.6M
Net Calls Change
-$19.7M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$22.2M
2
TAM
Timucuan Asset Management
Florida
+$15.9M
3
Millennium Management
Millennium Management
New York
+$9.44M
4
JP Morgan Chase
JP Morgan Chase
New York
+$7.9M
5
Amundi
Amundi
France
+$7.86M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$24.4M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
-$8.65M
3
LCM
Landscape Capital Management
New Jersey
-$7.34M
4
OFG
Oxford Financial Group
Indiana
-$5.86M
5
CB
Cooke & Bieler
Pennsylvania
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
251
Baker Avenue Asset Management
California
$866 – – –
AF
252
Advisornet Financial
Minnesota
$577 +$183 +3 +43%
2L
253
25 LLC
Missouri
$534 +$549 +9 New
SIC
254
SJS Investment Consulting
Ohio
$520 -$183 -3 -25%
DI
255
Disciplined Investments
Oklahoma
$462 -$61 -1 -11%
Commonwealth Equity Services
256
Commonwealth Equity Services
Massachusetts
$336 +$15K +245 +4%
GI
257
Gradient Investments
Minnesota
$231 – – –
ECM
258
Everence Capital Management
Indiana
$215 +$227K +3,720 New
S
259
SignatureFD
Georgia
$173 +$183 +3 New
TWP
260
TFO Wealth Partners
Ohio
$115 -$366 -6 -75%
FGAM
261
Financial Gravity Asset Management
Texas
$1 +$305 +5 +9%
Renaissance Technologies
262
Renaissance Technologies
New York
– -$24.4M -462,200 Closed
Voloridge Investment Management
263
Voloridge Investment Management
Florida
– -$8.65M -164,121 Closed
EF
264
Empowered Funds
Pennsylvania
– -$4.17M -79,135 Closed
AWCI
265
Alpine Woods Capital Investors
New York
– -$1.38M -26,167 Closed
GCM
266
Graham Capital Management
Connecticut
– -$1.36M -25,748 Closed
TI
267
Tidal Investments
Wisconsin
– -$1.28M -24,340 Closed
Capital Fund Management (CFM)
268
Capital Fund Management (CFM)
France
– -$1.26M -23,827 Closed
SEC
269
Seven Eight Capital
New York
– -$648K -12,293 Closed
E
270
Ergoteles
New York
– -$542K -10,279 Closed
JF
271
Jump Financial
Illinois
– -$510K -9,686 Closed
SG Americas Securities
272
SG Americas Securities
New York
– -$476K -9,030 Closed
FRM
273
Fox Run Management
Connecticut
– -$446K -8,464 Closed
Simplex Trading
274
Simplex Trading
Illinois
– -$495K -8,104 Closed
GC
275
Guggenheim Capital
Illinois
– -$421K -7,989 Closed
8 9 10
11
12

WGO Hedge Fund Activity: Q1 2023 in Review

260 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2023, worth a combined $1.85B — up 20% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of WGO and 19 opened new positions — a net loss of 14 holders — while 95 trimmed existing stakes and 93 added.

The largest buyer was Goldman Sachs, adding an estimated $22.2M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $24.4M sold.

  • 260 institutional investors held Winnebago Industries (WGO) as of Q1 2023, down from 276 in Q4 2022.
  • Funds reported $1.85B of Winnebago Industries stock for Q1 2023, up 20% quarter-over-quarter.
  • 19 funds opened new Winnebago Industries positions in Q1 2023 and 33 closed out, a net change of -14 holders.
  • The largest Winnebago Industries buyer in Q1 2023 was Goldman Sachs, an estimated $22.2M added.
  • The largest Winnebago Industries seller in Q1 2023 was Renaissance Technologies, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2023.