Winnebago Industries
WGO
268 hedge funds and large institutions have $1.64B invested in Winnebago Industries in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 108 reducing their positions, and 43 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
5% more capital invested
Capital invested by funds: $1.56B → $1.64B (+$82.9M)
0.66% less ownership
Funds ownership: 99.36% → 98.7% (-0.66%)
3% less funds holding
Funds holding: 277 → 268 (-9)
14% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 43
24% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 108
28% less call options, than puts
Call options by funds: $68.5M | Put options by funds: $95.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$36.3M |
| 2 |
Renaissance Technologies
New York
|
+$17.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$14.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$6.26M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$5.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$33.7M |
| 2 |
BlackRock
New York
|
-$19.3M |
| 3 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$14.9M |
| 4 |
PCM
Punch Card Management
Winter Park,
Florida
|
-$9.33M |
| 5 |
JP Morgan Chase
New York
|
-$9.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
301
Geneos Wealth Management
Englewood,
Colorado
| – | -$2K | -50 | Closed |
|
|
HNB
302
Huntington National Bank
Columbus,
Ohio
| – | -$2K | -43 | Closed |
|
|
EC
303
Elequin Capital
New York
| – | -$1K | -23 | Closed |
|
|
STCOSD
304
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| – | -$1K | -21 | Closed |
|
305
Rockefeller Capital Management
New York
| – | -$348 | -6 | -33% |
|
|
DI
306
Disciplined Investments
Tulsa,
Oklahoma
| – | +$174 | +3 | +50% |
|
|
GI
307
Gradient Investments
Arden Hills,
Minnesota
| – | +$232 | +4 | New |
|
|
SIC
308
SJS Investment Consulting
Sylvania,
Ohio
| – | +$696 | +12 | New |
|
WGO Hedge Fund Activity: Q3 2022 in Review
268 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q3 2022, worth a combined $1.64B — up 5.3% from $1.56B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of WGO and 37 opened new positions — a net loss of 6 holders — while 108 trimmed existing stakes and 82 added.
The largest buyer was LSV Asset Management, adding an estimated $36.3M. The largest seller was Millennium Management, cutting an estimated $33.7M.
- 268 institutional investors held Winnebago Industries (WGO) as of Q3 2022, down from 277 in Q2 2022.
- Funds reported $1.64B of Winnebago Industries stock for Q3 2022, up 5.3% quarter-over-quarter.
- 37 funds opened new Winnebago Industries positions in Q3 2022 and 43 closed out, a net change of -6 holders.
- The largest Winnebago Industries buyer in Q3 2022 was LSV Asset Management, an estimated $36.3M added.
- The largest Winnebago Industries seller in Q3 2022 was Millennium Management, an estimated $33.7M sold.
Based on aggregated 13F filings for Q3 2022.