Winnebago Industries
WGO
235 hedge funds and large institutions have $1.07B invested in Winnebago Industries in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 64 reducing their positions, and 43 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 64
14% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 43
5.38% more ownership
Funds ownership: 84.22% → 89.6% (+5.4%)
2% more funds holding
Funds holding: 231 → 235 (+4)
20% less call options, than puts
Call options by funds: $29.1M | Put options by funds: $36.2M
28% less capital invested
Capital invested by funds: $1.48B → $1.07B (-$415M)
70% less funds holding in top 10
Funds holding in top 10: 10 → 3 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$36M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$20.2M |
| 3 |
JP Morgan Chase
New York
|
+$18.5M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$13.6M |
| 5 |
GJL
Gendell Jeffrey L
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$13.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$13.5M |
| 3 |
FA
Friess Associates
Greenville,
Delaware
|
-$12.8M |
| 4 |
Goldman Sachs
New York
|
-$10.9M |
| 5 |
Renaissance Technologies
New York
|
-$10.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
276
Delpha Capital Management
New York
| – | -$11K | -206 | Closed |
|
|
GAM
277
Gemmer Asset Management
Walnut Creek,
California
| – | -$2.44K | -53 | -91% |
|
278
AssetMark Inc
Concord,
California
| – | -$1K | -9 | Closed |
|
|
STA
279
Summit Trail Advisors
New York
| – | -$1K | -9 | Closed |
|
WGO Hedge Fund Activity: Q1 2018 in Review
235 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2018, worth a combined $1.07B — down 28% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new WGO positions and 43 closed out — a net gain of 6 holders — while 86 added to existing stakes and 64 trimmed.
The largest buyer was Vanguard Group, adding an estimated $36M. The largest seller was Millennium Management, cutting an estimated $13.9M.
- 235 institutional investors held Winnebago Industries (WGO) as of Q1 2018, up from 231 in Q4 2017.
- Funds reported $1.07B of Winnebago Industries stock for Q1 2018, down 28% quarter-over-quarter.
- 49 funds opened new Winnebago Industries positions in Q1 2018 and 43 closed out, a net change of +6 holders.
- The largest Winnebago Industries buyer in Q1 2018 was Vanguard Group, an estimated $36M added.
- The largest Winnebago Industries seller in Q1 2018 was Millennium Management, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2018.