Winnebago Industries
WGO
264 hedge funds and large institutions have $2.17B invested in Winnebago Industries in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 95 reducing their positions, and 35 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
17% more capital invested
Capital invested by funds: $1.85B → $2.17B (+$317M)
14% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 35
2.99% more ownership
Funds ownership: 104.86% → 107.85% (+3%)
2% more funds holding
Funds holding: 260 → 264 (+4)
24% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 95
67% less call options, than puts
Call options by funds: $51.4M | Put options by funds: $156M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPIH
Broad Peak Investment Holdings
Singapore
|
+$27.9M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$25.6M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$7.7M |
| 4 |
Goldman Sachs
New York
|
+$7.63M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$6.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$14.3M |
| 2 |
BC
Burney Company
Reston,
Virginia
|
-$9.56M |
| 3 |
JP Morgan Chase
New York
|
-$8.39M |
| 4 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
-$7.47M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$6.87M |
WGO Hedge Fund Activity: Q2 2023 in Review
264 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2023, worth a combined $2.17B — up 17% from $1.85B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new WGO positions and 35 closed out — a net gain of 5 holders — while 72 added to existing stakes and 95 trimmed.
The largest buyer was Broad Peak Investment Holdings, opening a new position worth an estimated $27.9M. The largest seller was BlackRock, cutting an estimated $14.3M.
- 264 institutional investors held Winnebago Industries (WGO) as of Q2 2023, up from 260 in Q1 2023.
- Funds reported $2.17B of Winnebago Industries stock for Q2 2023, up 17% quarter-over-quarter.
- 40 funds opened new Winnebago Industries positions in Q2 2023 and 35 closed out, a net change of +5 holders.
- The largest Winnebago Industries buyer in Q2 2023 was Broad Peak Investment Holdings, an estimated $27.9M added.
- The largest Winnebago Industries seller in Q2 2023 was BlackRock, an estimated $14.3M sold.
Based on aggregated 13F filings for Q2 2023.