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Winnebago Industries

253 hedge funds and large institutions have $2.02B invested in Winnebago Industries in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 70 increasing their positions, 77 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

142% more capital invested

Capital invested by funds: $834M → $2.02B (+$1.19B)

133% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 33

21% more funds holding

Funds holding: 209253 (+44)

1.12% more ownership

Funds ownership: 88.95%90.07% (+1.1%)

9% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 77

34% less call options, than puts

Call options by funds: $34.6M | Put options by funds: $52.1M

Holders
253
Holders Change
+44
Holders Change %
+21.05%
% of All Funds
5.19%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
77
Increased
70
Reduced
77
Closed
33
Calls
$34.6M
Puts
$52.1M
Net Calls
-$17.5M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
26
Capital World Investors
California
$18.4M +$14.1M +275,820 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$17.4M -$3.04M -59,574 -17%
IECM
28
Intrinsic Edge Capital Management
Illinois
$16.4M -$102K -2,007 -0.8%
Citadel Advisors
29
Citadel Advisors
Florida
$16M +$4.26M +83,427 +53%
Ameriprise
30
Ameriprise
Minnesota
$14.7M -$1.47M -28,834 -12%
HAM
31
Hillcrest Asset Management
Texas
$12.5M -$2.76M -54,098 -22%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$12.3M +$7.94M +155,481 +526%
Franklin Resources
33
Franklin Resources
California
$12.1M -$3.3M -64,600 -26%
AllianceBernstein
34
AllianceBernstein
Tennessee
$12M +$5.69M +111,378 +161%
Morgan Stanley
35
Morgan Stanley
New York
$11.2M +$169K +3,314 +2%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$11M +$4.19M +81,996 +99%
PCM
37
Peregrine Capital Management
Minnesota
$10.6M -$2.61M -51,112 -24%
N
38
Nuveen
North Carolina
$10.3M +$1.41M +27,616 +22%
Millennium Management
39
Millennium Management
New York
$9.34M -$13M -254,406 -64%
LCG
40
Lisanti Capital Growth
New York
$8.69M +$93.3K +1,827 +1%
Invesco
41
Invesco
Georgia
$8.52M +$568K +11,131 +10%
Wells Fargo
42
Wells Fargo
California
$8.46M -$247K -4,835 -4%
Barclays
43
Barclays
United Kingdom
$7.72M -$2.24M -43,931 -27%
SC
44
Shellback Capital
Massachusetts
$7.15M -$6.93M -135,642 -56%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$7.09M -$306K -6,001 -5%
Legal & General Group
46
Legal & General Group
United Kingdom
$7.07M +$354K +6,925 +7%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.96M
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$6.68M +$5.12M +100,233 New
GI
49
GAMCO Investors
Connecticut
$6.66M
KTA
50
Keeley-Teton Advisors
Illinois
$6.42M -$1.33M -25,960 -21%

WGO Hedge Fund Activity: Q2 2020 in Review

253 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2020, worth a combined $2.02B — up 142% from $834M a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WGO positions and 33 closed out — a net gain of 44 holders — while 70 added to existing stakes and 77 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $53.9M. The largest seller was Punch Card Management, cutting an estimated $69.6M.

  • 253 institutional investors held Winnebago Industries (WGO) as of Q2 2020, up from 209 in Q1 2020.
  • Funds reported $2.02B of Winnebago Industries stock for Q2 2020, up 142% quarter-over-quarter.
  • 77 funds opened new Winnebago Industries positions in Q2 2020 and 33 closed out, a net change of +44 holders.
  • The largest Winnebago Industries buyer in Q2 2020 was Fisher Asset Management, an estimated $53.9M added.
  • The largest Winnebago Industries seller in Q2 2020 was Punch Card Management, an estimated $69.6M sold.

Based on aggregated 13F filings for Q2 2020.