Winnebago Industries
WGO
142 hedge funds and large institutions have $565M invested in Winnebago Industries in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 56 reducing their positions, and 9 closing their positions.
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
34% more call options, than puts
Call options by funds: $3.09M | Put options by funds: $2.31M
24% more capital invested
Capital invested by funds: $457M → $565M (+$108M)
12% more funds holding
Funds holding: 127 → 142 (+15)
0.45% more ownership
Funds ownership: 77.63% → 78.08% (+0.45%)
16% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coe Capital Management
Highland Park,
Illinois
|
+$5.6M |
| 2 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
+$4.72M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$4.51M |
| 4 |
AIM
Act II Management
New York
|
+$3.99M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$15.2M |
| 2 |
GJL
Gendell Jeffrey L
|
-$9.07M |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$4.54M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.06M |
| 5 |
ARTA
A.R.T. Advisors
New York
|
-$2.02M |
WGO Hedge Fund Activity: Q3 2013 in Review
142 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q3 2013, worth a combined $565M — up 24% from $457M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new WGO positions and 9 closed out — a net gain of 15 holders — while 47 added to existing stakes and 56 trimmed.
The largest buyer was Coe Capital Management, adding an estimated $5.6M. The largest seller was Royce & Associates, cutting an estimated $15.2M.
- 142 institutional investors held Winnebago Industries (WGO) as of Q3 2013, up from 127 in Q2 2013.
- Funds reported $565M of Winnebago Industries stock for Q3 2013, up 24% quarter-over-quarter.
- 24 funds opened new Winnebago Industries positions in Q3 2013 and 9 closed out, a net change of +15 holders.
- The largest Winnebago Industries buyer in Q3 2013 was Coe Capital Management, an estimated $5.6M added.
- The largest Winnebago Industries seller in Q3 2013 was Royce & Associates, an estimated $15.2M sold.
Based on aggregated 13F filings for Q3 2013.