Winnebago Industries
WGO
253 hedge funds and large institutions have $2.02B invested in Winnebago Industries in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 70 increasing their positions, 77 reducing their positions, and 33 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
142% more capital invested
Capital invested by funds: $834M → $2.02B (+$1.19B)
133% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 33
21% more funds holding
Funds holding: 209 → 253 (+44)
1.12% more ownership
Funds ownership: 88.95% → 90.07% (+1.1%)
9% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 77
34% less call options, than puts
Call options by funds: $34.6M | Put options by funds: $52.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$53.9M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$33.1M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$24.2M |
| 4 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$20.2M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Punch Card Management
Winter Park,
Florida
|
-$69.6M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$30.8M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$24.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$16M |
| 5 |
Millennium Management
New York
|
-$13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
276
Quantbot Technologies
New York
| – | -$32K | -1,168 | Closed |
|
|
UFF
277
USA Financial Formulas
Ada,
Michigan
| – | -$27K | -974 | Closed |
|
|
SF
278
Synovus Financial
Columbus,
Georgia
| – | -$6K | -222 | Closed |
|
|
BFEC
279
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$6K | -215 | Closed |
|
280
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$2K | -74 | Closed |
|
|
HIA
281
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$1K | -50 | Closed |
|
|
RCA
282
Ranch Capital Advisors
Sarasota,
Florida
| – | -$1K | -40 | Closed |
|
|
FGAM
283
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$336 | -12 | Closed |
|
|
OPS
284
Orion Portfolio Solutions
Omaha,
Nebraska
| – | +$204 | +4 | New |
|
WGO Hedge Fund Activity: Q2 2020 in Review
253 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2020, worth a combined $2.02B — up 142% from $834M a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new WGO positions and 33 closed out — a net gain of 44 holders — while 70 added to existing stakes and 77 trimmed.
The largest buyer was Fisher Asset Management, opening a new position worth an estimated $53.9M. The largest seller was Punch Card Management, cutting an estimated $69.6M.
- 253 institutional investors held Winnebago Industries (WGO) as of Q2 2020, up from 209 in Q1 2020.
- Funds reported $2.02B of Winnebago Industries stock for Q2 2020, up 142% quarter-over-quarter.
- 77 funds opened new Winnebago Industries positions in Q2 2020 and 33 closed out, a net change of +44 holders.
- The largest Winnebago Industries buyer in Q2 2020 was Fisher Asset Management, an estimated $53.9M added.
- The largest Winnebago Industries seller in Q2 2020 was Punch Card Management, an estimated $69.6M sold.
Based on aggregated 13F filings for Q2 2020.