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Winnebago Industries
WGO

142 hedge funds and large institutions have $565M invested in Winnebago Industries in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

34% more call options, than puts

Call options by funds: $3.09M | Put options by funds: $2.31M

24% more capital invested

Capital invested by funds: $457M → $565M (+$108M)

12% more funds holding

Funds holding: 127 → 142 (+15)

0.45% more ownership

Funds ownership: 77.63% → 78.08% (+0.45%)

16% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 56

Holders
142
Holders Change
+15
Holders Change %
+11.81%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
47
Reduced
56
Closed
9
Calls
$3.09M
Puts
$2.31M
Net Calls
+$786K
Net Calls Change
+$907K

Top Buyers

Rank Fund Capital Flow
1
CCM
Coe Capital Management
Illinois
+$5.6M
2
SCA
SAC Capital Advisors
Connecticut
+$4.72M
3
KCM
Kennedy Capital Management
Missouri
+$4.51M
4
AIM
Act II Management
New York
+$3.99M
5
BFA
BlackRock Fund Advisors
California
+$3.84M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$15.2M
2
GJL
Gendell Jeffrey L
-$9.07M
3
OAM
Oxford Asset Management
United Kingdom
-$4.54M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.06M
5
ARTA
A.R.T. Advisors
New York
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$4.96M +$4.51M +191,181 New
AIM
27
Act II Management
New York
$4.39M +$3.99M +169,081 New
Principal Financial Group
28
Principal Financial Group
Iowa
$4.2M +$95.2K +4,031 +3%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$4.18M -$523K -22,150 -12%
TCIM
30
TIAA CREF Investment Management
New York
$3.94M -$32.4K -1,373 -0.9%
Ameriprise
31
Ameriprise
Minnesota
$3.79M +$982K +41,575 +40%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$3.5M +$84.8K +3,591 +3%
Macquarie Group
33
Macquarie Group
Australia
$3.34M -$174K -7,373 -5%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$3.1M +$269K +11,400 +11%
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$2.97M -$26K -1,100 -1%
SFM
36
Systematic Financial Management
New Jersey
$2.95M -$649K -27,475 -19%
OAM
37
Oxford Asset Management
United Kingdom
$2.82M -$4.54M -192,429 -64%
GC
38
Guggenheim Capital
Illinois
$2.81M +$371K +15,699 +17%
American Century Companies
39
American Century Companies
Missouri
$2.79M +$420K +17,790 +20%
Deutsche Bank
40
Deutsche Bank
Germany
$2.77M +$1.61M +68,319 +178%
GI
41
GAMCO Investors
Connecticut
$2.75M – – –
LKIM
42
Lawson Kroeker Investment Management
Nebraska
$2.68M -$7.08K -300 -0.3%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$2.53M +$934K +39,570 +68%
Invesco
44
Invesco
Georgia
$2.44M +$865K +36,623 +64%
BIM
45
BlackRock Investment Management
Delaware
$2.44M +$108K +4,595 +5%
CAM
46
ClariVest Asset Management
California
$2.4M -$89.7K -3,800 -4%
WSA
47
Wall Street Associates
California
$2.37M -$67.6K -2,861 -3%
Prudential Financial
48
Prudential Financial
New Jersey
$2.29M +$16.1K +683 +0.8%
Millennium Management
49
Millennium Management
New York
$2.08M +$1.38M +58,298 +268%
JP Morgan Chase
50
JP Morgan Chase
New York
$2.02M +$139K +5,898 +8%
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WGO Hedge Fund Activity: Q3 2013 in Review

142 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q3 2013, worth a combined $565M — up 24% from $457M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WGO positions and 9 closed out — a net gain of 15 holders — while 47 added to existing stakes and 56 trimmed.

The largest buyer was Coe Capital Management, adding an estimated $5.6M. The largest seller was Royce & Associates, cutting an estimated $15.2M.

  • 142 institutional investors held Winnebago Industries (WGO) as of Q3 2013, up from 127 in Q2 2013.
  • Funds reported $565M of Winnebago Industries stock for Q3 2013, up 24% quarter-over-quarter.
  • 24 funds opened new Winnebago Industries positions in Q3 2013 and 9 closed out, a net change of +15 holders.
  • The largest Winnebago Industries buyer in Q3 2013 was Coe Capital Management, an estimated $5.6M added.
  • The largest Winnebago Industries seller in Q3 2013 was Royce & Associates, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2013.