We are live on ! Find out more
WGO icon

Winnebago Industries

196 hedge funds and large institutions have $949M invested in Winnebago Industries in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 35

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

20% more capital invested

Capital invested by funds: $790M → $949M (+$160M)

7% more funds holding

Funds holding: 183196 (+13)

2% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $10.4M

0.4% more ownership

Funds ownership: 85.47%85.87% (+0.4%)

Holders
196
Holders Change
+13
Holders Change %
+7.1%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
41
Increased
83
Reduced
35
Closed
27
Calls
$10.6M
Puts
$10.4M
Net Calls
+$228K
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$7.06M -$47.5K -1,694 -0.8%
Citadel Advisors
27
Citadel Advisors
Florida
$6.91M +$3.02M +107,968 +121%
SDIC
28
South Dakota Investment Council
South Dakota
$6.75M
OCM
29
Olstein Capital Management
New York
$6.21M +$4.97M +177,330 New
Bank of America
30
Bank of America
North Carolina
$5.93M +$53.4K +1,905 +1%
Charles Schwab
31
Charles Schwab
California
$5.22M +$804K +28,688 +24%
MPAM
32
Monarch Partners Asset Management
Massachusetts
$5.06M +$4.05M +144,685 New
Wellington Management Group
33
Wellington Management Group
Massachusetts
$5.06M
UBS Group
34
UBS Group
Switzerland
$4.72M +$479K +17,105 +15%
GAM
35
Gotham Asset Management
New York
$4.68M +$2.21M +78,714 +143%
LKIM
36
Lawson Kroeker Investment Management
Nebraska
$4.59M +$1.31M +46,725 +55%
HAI
37
Hennessy Advisors Inc
California
$4.02M -$64.4K -2,300 -2%
GI
38
GAMCO Investors
Connecticut
$3.69M
First Trust Advisors
39
First Trust Advisors
Illinois
$3.42M +$2.12M +75,817 +346%
MIC
40
Meridian Investment Counsel
California
$3.36M +$318K +11,350 +13%
KTA
41
Keeley-Teton Advisors
Illinois
$3.22M -$213K -7,600 -8%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$3.19M -$44.8K -1,600 -2%
BGIM
43
Brandywine Global Investment Management
Pennsylvania
$3.13M +$2.5M +89,266 New
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$3.11M -$165K -5,900 -6%
First Manhattan
45
First Manhattan
New York
$3.11M +$2.49M +88,750 New
Morgan Stanley
46
Morgan Stanley
New York
$3.04M +$214K +7,622 +10%
TCIM
47
TIAA CREF Investment Management
New York
$2.99M +$328K +11,702 +16%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$2.84M +$1.39M +49,755 +159%
CIP
49
Chartwell Investment Partners
Pennsylvania
$2.59M
LSV Asset Management
50
LSV Asset Management
Illinois
$2.53M +$1.96M +69,800 +2,792%

WGO Hedge Fund Activity: Q2 2017 in Review

196 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2017, worth a combined $949M — up 20% from $790M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WGO positions and 27 closed out — a net gain of 14 holders — while 83 added to existing stakes and 35 trimmed.

The largest buyer was Rice Hall James & Associates, opening a new position worth an estimated $10.7M. The largest seller was Summit Partners, exiting entirely with an estimated $67.1M sold.

  • 196 institutional investors held Winnebago Industries (WGO) as of Q2 2017, up from 183 in Q1 2017.
  • Funds reported $949M of Winnebago Industries stock for Q2 2017, up 20% quarter-over-quarter.
  • 41 funds opened new Winnebago Industries positions in Q2 2017 and 27 closed out, a net change of +14 holders.
  • The largest Winnebago Industries buyer in Q2 2017 was Rice Hall James & Associates, an estimated $10.7M added.
  • The largest Winnebago Industries seller in Q2 2017 was Summit Partners, an estimated $67.1M sold.

Based on aggregated 13F filings for Q2 2017.