Winnebago Industries
WGO
153 hedge funds and large institutions have $507M invested in Winnebago Industries in 2014 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 50 reducing their positions, and 20 closing their positions.
60% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 20
6% more funds holding
Funds holding: 144 → 153 (+9)
2% less capital invested
Capital invested by funds: $519M → $507M (-$11.3M)
8% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 50
1.19% less ownership
Funds ownership: 88.16% → 86.97% (-1.2%)
42% less call options, than puts
Call options by funds: $2.07M | Put options by funds: $3.56M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Walthausen & Co
Malta,
New York
|
+$13.2M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$9.44M |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$6.8M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$4.57M |
| 5 |
RA
Royce & Associates
New York
|
+$4.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$63.5M |
| 2 |
AIM
Act II Management
New York
|
-$8.52M |
| 3 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$7.34M |
| 4 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$3.89M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$3.29M |
WGO Hedge Fund Activity: Q4 2014 in Review
153 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2014, worth a combined $507M — down 2.2% from $519M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new WGO positions and 20 closed out — a net gain of 12 holders — while 46 added to existing stakes and 50 trimmed.
The largest buyer was Walthausen & Co, opening a new position worth an estimated $13.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $63.5M.
- 153 institutional investors held Winnebago Industries (WGO) as of Q4 2014, up from 144 in Q3 2014.
- Funds reported $507M of Winnebago Industries stock for Q4 2014, down 2.2% quarter-over-quarter.
- 32 funds opened new Winnebago Industries positions in Q4 2014 and 20 closed out, a net change of +12 holders.
- The largest Winnebago Industries buyer in Q4 2014 was Walthausen & Co, an estimated $13.2M added.
- The largest Winnebago Industries seller in Q4 2014 was T. Rowe Price Associates, an estimated $63.5M sold.
Based on aggregated 13F filings for Q4 2014.