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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
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$4K -$72 -1 -2%
AssetMark Inc
277
AssetMark Inc
California
$4K
TFO
278
Tarbox Family Office
California
$4K
CWS
279
Confluence Wealth Services
Pennsylvania
$4K +$4.39K +61 New
ST
280
Sageworth Trust
Pennsylvania
$3K -$9.43K -131 -77%
LC
281
Lindbrook Capital
California
$3K
PCG
282
Private Capital Group
Connecticut
$3K
FPS
283
Fieldpoint Private Securities
Connecticut
$3K +$720 +10 +33%
CMBA
284
C.M. Bidwell & Associates
Hawaii
$3K +$2.88K +40 New
VRS
285
Virginia Retirement Systems
Virginia
$2.25K +$777K +10,800 +56%
GAM
286
Gemmer Asset Management
California
$2K -$2.88K -40 -56%
CA
287
Clearstead Advisors
Ohio
$2K
Manulife (Manufacturers Life Insurance)
288
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.21K -$19.9K -277 -2%
HIA
289
Harbor Investment Advisory
Maryland
$1K
HNB
290
Huntington National Bank
Ohio
$1K
PFGIA
291
Patriot Financial Group Insurance Agency
Massachusetts
$1K
RFA
292
Reilly Financial Advisors
California
$1K
EI
293
Ellevest Inc
New York
$1K +$504 +7 New
C
294
Covestor
United Kingdom
$1K +$576 +8 New
JWA
295
JFS Wealth Advisors
Pennsylvania
$1K +$792 +11 New
HNWAG
296
High Net Worth Advisory Group
Florida
$1K +$1.22K +17 New
CSB
297
City State Bank
Iowa
$1K +$1.3K +18 New
JGC
298
J. Goldman & Co
New York
-$10.2M -141,387 Closed
Balyasny Asset Management
299
Balyasny Asset Management
Illinois
-$3.33M -46,032 Closed
CCM
300
Candlestick Capital Management
Connecticut
-$3.18M -43,917 Closed

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.