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Winnebago Industries

264 hedge funds and large institutions have $2.07B invested in Winnebago Industries in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 82 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 82

0.64% more ownership

Funds ownership: 89.93%90.57% (+0.64%)

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

0% less funds holding

Funds holding: 265264 (-1)

11% less capital invested

Capital invested by funds: $2.32B → $2.07B (-$251M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less call options, than puts

Call options by funds: $62.4M | Put options by funds: $126M

Holders
264
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
93
Reduced
82
Closed
43
Calls
$62.4M
Puts
$126M
Net Calls
-$63.7M
Net Calls Change
-$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$16.7M +$6.04M +81,768 +50%
Principal Financial Group
27
Principal Financial Group
Iowa
$16.2M -$68.8K -932 -0.4%
TAM
28
Timucuan Asset Management
Florida
$13.6M
ECM
29
ExodusPoint Capital Management
New York
$13.5M +$14M +189,448 +2,091%
Prudential Financial
30
Prudential Financial
New Jersey
$12.9M +$268K +3,629 +2%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$12.8M +$13.9M +188,562 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
32
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.9M +$8.5M +115,088 +191%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$11.8M +$1.14M +15,504 +10%
N
34
Nuveen
North Carolina
$11.6M -$1.3M -17,549 -9%
Parallax Volatility Advisers
35
Parallax Volatility Advisers
California
$11.2M +$11.9M +161,200 +5,566%
HAM
36
Hillcrest Asset Management
Texas
$10.4M -$2.1M -28,440 -16%
FP
37
Foundry Partners
Minnesota
$10.2M -$278K -3,760 -2%
Nomura Holdings
38
Nomura Holdings
Japan
$9.91M +$9.97M +135,000 +1,227%
Wells Fargo
39
Wells Fargo
California
$9.3M +$1.6M +21,633 +19%
KTA
40
Keeley-Teton Advisors
Illinois
$8.81M +$4.13K +56 +0%
Franklin Resources
41
Franklin Resources
California
$8.68M -$4.2M -56,900 -31%
Invesco
42
Invesco
Georgia
$8.1M +$164K +2,216 +2%
LSV Asset Management
43
LSV Asset Management
Illinois
$7.05M -$126K -1,700 -2%
CIM
44
Confluence Investment Management
Missouri
$6.97M +$2.58K +35 +0%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$6.89M +$64.4K +872 +0.9%
GI
46
GAMCO Investors
Connecticut
$6.8M
CSS
47
Cubist Systematic Strategies
Connecticut
$6.6M -$1.71M -23,200 -19%
AllianceBernstein
48
AllianceBernstein
Tennessee
$6.57M +$213K +2,890 +3%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$6.26M -$407K -5,512 -6%
Legal & General Group
50
Legal & General Group
United Kingdom
$5.89M -$1.69M -22,937 -21%

WGO Hedge Fund Activity: Q2 2021 in Review

264 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2021, worth a combined $2.07B — down 11% from $2.32B a quarter earlier.

Fund positioning in WGO was balanced in Q2 2021: 43 funds opened new positions, 43 closed out, 93 added to existing stakes and 82 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $14M. The largest seller was Capital Growth Management, exiting entirely with an estimated $23.4M sold.

  • 264 institutional investors held Winnebago Industries (WGO) as of Q2 2021, down from 265 in Q1 2021.
  • Funds reported $2.07B of Winnebago Industries stock for Q2 2021, down 11% quarter-over-quarter.
  • 43 funds opened new Winnebago Industries positions in Q2 2021 and 43 closed out, a net change of 0 holders.
  • The largest Winnebago Industries buyer in Q2 2021 was Cooke & Bieler, an estimated $14M added.
  • The largest Winnebago Industries seller in Q2 2021 was Capital Growth Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2021.