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Winnebago Industries
WGO

207 hedge funds and large institutions have $715M invested in Winnebago Industries in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 64

4.62% more ownership

Funds ownership: 87.65% → 92.27% (+4.6%)

6% less funds holding

Funds holding: 220 → 207 (-13)

15% less call options, than puts

Call options by funds: $8.14M | Put options by funds: $9.61M

22% less capital invested

Capital invested by funds: $917M → $715M (-$201M)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
207
Holders Change
-13
Holders Change %
-5.91%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
73
Reduced
64
Closed
42
Calls
$8.14M
Puts
$9.61M
Net Calls
-$1.47M
Net Calls Change
+$489K

Top Buyers

Rank Fund Capital Flow
1
CB
Cooke & Bieler
Pennsylvania
+$21.9M
2
Capital World Investors
Capital World Investors
California
+$17.2M
3
RA
Royce & Associates
New York
+$13.1M
4
Renaissance Technologies
Renaissance Technologies
New York
+$11.8M
5
Morgan Stanley
Morgan Stanley
New York
+$9.3M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$24.3M
2
TCM
Tygh Capital Management
Oregon
-$5.28M
3
Franklin Resources
Franklin Resources
California
-$5.16M
4
Millennium Management
Millennium Management
New York
-$4.97M
5
SAM
Scopus Asset Management
New York
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$6.46M +$540K +20,382 +8%
AllianceBernstein
27
AllianceBernstein
Tennessee
$6.41M +$4.33M +163,500 +161%
Principal Financial Group
28
Principal Financial Group
Iowa
$6.31M -$147K -5,561 -2%
PCM
29
Peregrine Capital Management
Minnesota
$6.3M +$2.29M +86,475 +50%
Invesco
30
Invesco
Georgia
$6.02M +$140K +5,291 +2%
MPAM
31
Monarch Partners Asset Management
Massachusetts
$5.62M +$3.39M +127,865 +123%
Ameriprise
32
Ameriprise
Minnesota
$5.05M -$399K -15,054 -7%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$4.5M +$764K +28,808 +18%
Bank of America
34
Bank of America
North Carolina
$3.8M +$623K +23,511 +18%
FCM
35
Frontier Capital Management
Massachusetts
$3.19M +$3.5M +131,889 New
MWNA
36
Marshall Wace North America
New York
$2.67M +$2.05M +77,440 +238%
Cerity Partners
37
Cerity Partners
New York
$2.52M -$526K -19,861 -16%
CEI
38
Clark Estates Inc
New York
$2.48M – – –
PIM
39
Profit Investment Management
Maryland
$2.43M +$1.25M +47,047 +88%
GI
40
GAMCO Investors
Connecticut
$2.42M – – –
MIC
41
Meridian Investment Counsel
California
$2.37M +$14.6K +550 +0.6%
Wells Fargo
42
Wells Fargo
California
$2.35M -$1.41M -53,293 -35%
TA
43
Teton Advisors
New York
$2.33M +$559K +21,100 +28%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$2.2M +$424K +16,011 +21%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$2.16M -$143K -5,400 -6%
BCM
46
Bridgeway Capital Management
Texas
$2.13M -$557K -21,000 -19%
Prudential Financial
47
Prudential Financial
New Jersey
$2.1M -$2.55M -96,093 -53%
LKIM
48
Lawson Kroeker Investment Management
Nebraska
$2.02M -$43.1K -1,625 -2%
DTL
49
Dynamic Technology Lab
Singapore
$1.81M +$1.98M +74,836 New
LSC
50
Lyon Street Capital
California
$1.75M +$1.92M +72,373 New
1
2
3 4 5

WGO Hedge Fund Activity: Q4 2018 in Review

207 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2018, worth a combined $715M — down 22% from $917M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of WGO and 31 opened new positions — a net loss of 11 holders — while 64 trimmed existing stakes and 73 added.

The largest buyer was Cooke & Bieler, adding an estimated $21.9M. The largest seller was Vanguard Group, cutting an estimated $24.3M.

  • 207 institutional investors held Winnebago Industries (WGO) as of Q4 2018, down from 220 in Q3 2018.
  • Funds reported $715M of Winnebago Industries stock for Q4 2018, down 22% quarter-over-quarter.
  • 31 funds opened new Winnebago Industries positions in Q4 2018 and 42 closed out, a net change of -11 holders.
  • The largest Winnebago Industries buyer in Q4 2018 was Cooke & Bieler, an estimated $21.9M added.
  • The largest Winnebago Industries seller in Q4 2018 was Vanguard Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2018.