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Winnebago Industries

218 hedge funds and large institutions have $1.2B invested in Winnebago Industries in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

23% more capital invested

Capital invested by funds: $974M → $1.2B (+$224M)

5% more funds holding

Funds holding: 208218 (+10)

0.76% less ownership

Funds ownership: 97.79%97.03% (-0.76%)

28% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 75

42% less call options, than puts

Call options by funds: $9.98M | Put options by funds: $17.2M

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
36
Increased
54
Reduced
75
Closed
23
Calls
$9.98M
Puts
$17.2M
Net Calls
-$7.26M
Net Calls Change
-$8.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$10M +$15.7K +446 +0.2%
Ameriprise
27
Ameriprise
Minnesota
$9.71M -$820K -23,304 -8%
Franklin Resources
28
Franklin Resources
California
$9.7M -$3.62M -102,800 -29%
SAM
29
Skyline Asset Management
Illinois
$8.48M -$665K -18,900 -8%
KTA
30
Keeley-Teton Advisors
Illinois
$8.01M +$5.3M +150,696 +266%
Wells Fargo
31
Wells Fargo
California
$7.92M +$1.52M +43,183 +27%
Morgan Stanley
32
Morgan Stanley
New York
$7.17M +$3.2M +90,985 +96%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$6.28M +$3.66M +104,139 +179%
Invesco
34
Invesco
Georgia
$6.1M +$531K +15,095 +11%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$5.72M -$1.38M -39,317 -21%
N
36
Nuveen
North Carolina
$4.82M +$4.39M +124,669 New
Cerity Partners
37
Cerity Partners
New York
$4.5M -$304K -8,651 -7%
Bank of America
38
Bank of America
North Carolina
$4.36M -$39.9K -1,135 -1%
CEI
39
Clark Estates Inc
New York
$4.12M
TA
40
Teton Advisors
New York
$3.95M
PIM
41
Profit Investment Management
Maryland
$3.88M
GI
42
GAMCO Investors
Connecticut
$3.87M
MIC
43
Meridian Investment Counsel
California
$3.72M -$38.7K -1,100 -1%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$3.69M +$156K +4,422 +5%
Goldman Sachs
45
Goldman Sachs
New York
$3.53M -$2.62M -74,437 -45%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$3.52M -$224K -6,371 -7%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$3.42M -$24.6K -700 -0.8%
AllianceBernstein
48
AllianceBernstein
Tennessee
$3.4M -$212K -6,020 -6%
LKIM
49
Lawson Kroeker Investment Management
Nebraska
$3.07M
PCM
50
Polaris Capital Management
Massachusetts
$3.06M +$2.79M +79,200 New

WGO Hedge Fund Activity: Q2 2019 in Review

218 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2019, worth a combined $1.2B — up 23% from $974M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WGO positions and 23 closed out — a net gain of 13 holders — while 54 added to existing stakes and 75 trimmed.

The largest buyer was Punch Card Management, adding an estimated $11.4M. The largest seller was Waratah Capital Advisors, exiting entirely with an estimated $22.3M sold.

  • 218 institutional investors held Winnebago Industries (WGO) as of Q2 2019, up from 208 in Q1 2019.
  • Funds reported $1.2B of Winnebago Industries stock for Q2 2019, up 23% quarter-over-quarter.
  • 36 funds opened new Winnebago Industries positions in Q2 2019 and 23 closed out, a net change of +13 holders.
  • The largest Winnebago Industries buyer in Q2 2019 was Punch Card Management, an estimated $11.4M added.
  • The largest Winnebago Industries seller in Q2 2019 was Waratah Capital Advisors, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2019.