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Winnebago Industries
WGO

157 hedge funds and large institutions have $585M invested in Winnebago Industries in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 35

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

4% more funds holding

Funds holding: 151 → 157 (+6)

2% more capital invested

Capital invested by funds: $571M → $585M (+$13.9M)

0.05% more ownership

Funds ownership: 92.69% → 92.73% (+0.05%)

33% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.44M

Holders
157
Holders Change
+6
Holders Change %
+3.97%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
63
Reduced
35
Closed
15
Calls
$962K
Puts
$1.44M
Net Calls
-$475K
Net Calls Change
-$261K

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$3.38M
2
Goldman Sachs
Goldman Sachs
New York
+$3.36M
3
CAM
Cortina Asset Management
Wisconsin
+$3.25M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.89M
5
BFA
BlackRock Fund Advisors
California
+$2.75M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$14M
2
RA
Royce & Associates
New York
-$4.79M
3
CB
Cooke & Bieler
Pennsylvania
-$4.33M
4
ICOM
Investment Counselors of Maryland
Maryland
-$2.68M
5
SAM
Skyline Asset Management
Illinois
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$4.63M +$139K +5,954 +3%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$4.39M +$34K +1,460 +0.8%
AllianceBernstein
28
AllianceBernstein
Tennessee
$4.28M +$1.8M +77,170 +74%
QI
29
QS Investors
New York
$3.99M – – –
Goldman Sachs
30
Goldman Sachs
New York
$3.73M +$3.36M +144,407 +1,045%
Deutsche Bank
31
Deutsche Bank
Germany
$3.63M +$2.42M +103,886 +207%
CAM
32
Cortina Asset Management
Wisconsin
$3.29M +$3.25M +139,560 New
Millennium Management
33
Millennium Management
New York
$2.94M +$686K +29,472 +31%
Two Sigma Investments
34
Two Sigma Investments
New York
$2.77M +$2.74M +117,678 New
BIM
35
BlackRock Investment Management
Delaware
$2.75M +$419 +18 +0%
LSV Asset Management
36
LSV Asset Management
Illinois
$2.73M +$706K +30,300 +35%
KAM
37
Keeley Asset Management
Illinois
$2.61M – – –
Charles Schwab
38
Charles Schwab
California
$2.56M +$112K +4,800 +5%
GI
39
GAMCO Investors
Connecticut
$2.5M – – –
HFS
40
HL Financial Services
Kentucky
$2.47M +$362K +15,564 +17%
GAM
41
Gotham Asset Management
New York
$2.43M +$2.04M +87,448 +559%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$2.36M -$158K -6,800 -6%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$2.35M -$95.5K -4,100 -4%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$2.32M -$39.6K -1,700 -2%
LKIM
45
Lawson Kroeker Investment Management
Nebraska
$2.25M – – –
CAM
46
Cubic Asset Management
Massachusetts
$2.08M -$64K -2,750 -3%
MIC
47
Meridian Investment Counsel
California
$2.08M -$107K -4,600 -5%
CIP
48
Chartwell Investment Partners
Pennsylvania
$1.93M – – –
BIP
49
Brandes Investment Partners
California
$1.8M -$12.1K -520 -0.7%
GCP
50
GSA Capital Partners
United Kingdom
$1.77M +$807K +34,648 +85%
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WGO Hedge Fund Activity: Q3 2016 in Review

157 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q3 2016, worth a combined $585M — up 2.4% from $571M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WGO positions and 15 closed out — a net gain of 9 holders — while 63 added to existing stakes and 35 trimmed.

The largest buyer was Norges Bank, adding an estimated $3.38M. The largest seller was Invesco, cutting an estimated $14M.

  • 157 institutional investors held Winnebago Industries (WGO) as of Q3 2016, up from 151 in Q2 2016.
  • Funds reported $585M of Winnebago Industries stock for Q3 2016, up 2.4% quarter-over-quarter.
  • 24 funds opened new Winnebago Industries positions in Q3 2016 and 15 closed out, a net change of +9 holders.
  • The largest Winnebago Industries buyer in Q3 2016 was Norges Bank, an estimated $3.38M added.
  • The largest Winnebago Industries seller in Q3 2016 was Invesco, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2016.