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Winnebago Industries

300 hedge funds and large institutions have $2.33B invested in Winnebago Industries in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 30

12% more funds holding

Funds holding: 267300 (+33)

6% more capital invested

Capital invested by funds: $2.2B → $2.33B (+$123M)

2.74% more ownership

Funds ownership: 90.58%93.32% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

23% less call options, than puts

Call options by funds: $32.1M | Put options by funds: $41.7M

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 107

Holders
300
Holders Change
+33
Holders Change %
+12.36%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
65
Increased
81
Reduced
107
Closed
30
Calls
$32.1M
Puts
$41.7M
Net Calls
-$9.58M
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$19.2M -$407K -5,648 -2%
Morgan Stanley
27
Morgan Stanley
New York
$17.5M +$1.67M +23,265 +11%
EA
28
Emerald Advisers
Pennsylvania
$17.5M -$2.03M -28,159 -11%
TAM
29
Timucuan Asset Management
Florida
$15M
BC
30
Burney Company
Virginia
$14.3M +$2.11M +29,305 +18%
PCM
31
Peregrine Capital Management
Minnesota
$13M -$2.33M -32,361 -16%
Voloridge Investment Management
32
Voloridge Investment Management
Florida
$12.9M -$3.44M -47,739 -22%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$12.8M -$195K -2,711 -2%
Prudential Financial
34
Prudential Financial
New Jersey
$10.9M -$2.29M -31,785 -18%
N
35
Nuveen
North Carolina
$10.4M -$802K -11,141 -7%
Wells Fargo
36
Wells Fargo
California
$9.79M +$1.93M +26,761 +26%
Two Sigma Investments
37
Two Sigma Investments
New York
$9.69M +$3.53M +49,005 +61%
HAM
38
Hillcrest Asset Management
Texas
$9.61M -$1.35M -18,700 -13%
OCM
39
Olstein Capital Management
New York
$9.52M +$1.98M +27,550 +28%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$9.45M +$3.16M +43,942 +53%
American Century Companies
41
American Century Companies
Missouri
$9.34M +$3.03M +42,154 +51%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$9.16M +$6.17M +85,766 +235%
Franklin Resources
43
Franklin Resources
California
$8.84M +$6.12K +85 +0.1%
KTA
44
Keeley-Teton Advisors
Illinois
$8.57M -$800K -11,114 -9%
Invesco
45
Invesco
Georgia
$8.31M +$386K +5,362 +5%
FP
46
Foundry Partners
Minnesota
$8.09M -$4.02M -55,837 -34%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$7.88M -$8.46M -117,535 -53%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$7.73M -$2.17M -30,190 -23%
CIM
49
Confluence Investment Management
Missouri
$7.65M +$44.3K +616 +0.6%
GI
50
GAMCO Investors
Connecticut
$7.34M -$144K -2,000 -2%

WGO Hedge Fund Activity: Q4 2021 in Review

300 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2021, worth a combined $2.33B — up 5.6% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new WGO positions and 30 closed out — a net gain of 35 holders — while 81 added to existing stakes and 107 trimmed.

The largest buyer was Oxford Financial Group, adding an estimated $28.6M. The largest seller was Citadel Advisors, cutting an estimated $42.7M.

  • 300 institutional investors held Winnebago Industries (WGO) as of Q4 2021, up from 267 in Q3 2021.
  • Funds reported $2.33B of Winnebago Industries stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 65 funds opened new Winnebago Industries positions in Q4 2021 and 30 closed out, a net change of +35 holders.
  • The largest Winnebago Industries buyer in Q4 2021 was Oxford Financial Group, an estimated $28.6M added.
  • The largest Winnebago Industries seller in Q4 2021 was Citadel Advisors, an estimated $42.7M sold.

Based on aggregated 13F filings for Q4 2021.