We are live on ! Find out more
WGO icon

Winnebago Industries
WGO

220 hedge funds and large institutions have $917M invested in Winnebago Industries in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 75

2.34% less ownership

Funds ownership: 89.99% → 87.65% (-2.3%)

7% less funds holding

Funds holding: 236 → 220 (-16)

15% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $12.7M

20% less capital invested

Capital invested by funds: $1.15B → $917M (-$235M)

33% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 40

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
220
Holders Change
-16
Holders Change %
-6.78%
% of All Funds
5.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
27
Increased
78
Reduced
75
Closed
40
Calls
$10.7M
Puts
$12.7M
Net Calls
-$1.96M
Net Calls Change
-$24.6M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$9.89M
2
Marshall Wace
Marshall Wace
United Kingdom
+$9.21M
3
CB
Cooke & Bieler
Pennsylvania
+$7.33M
4
PCM
Peregrine Capital Management
Minnesota
+$6.7M
5
SAM
Scopus Asset Management
New York
+$5.6M

Top Sellers

Rank Fund Capital Flow
1
HAI
Hennessy Advisors Inc
California
-$26.1M
2
KCM
Kennedy Capital Management
Missouri
-$8.96M
3
RA
Royce & Associates
New York
-$7.06M
4
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$5.03M
5
PGCM
Prescott Group Capital Management
Oklahoma
-$4.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
LKIM
51
Lawson Kroeker Investment Management
Nebraska
$2.82M -$96.5K -2,500 -3%
First Trust Advisors
52
First Trust Advisors
Illinois
$2.67M +$560K +14,503 +22%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$2.61M -$338K -8,747 -10%
TA
54
Teton Advisors
New York
$2.49M +$251K +6,500 +9%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$2.48M -$92.7K -2,402 -3%
Legal & General Group
56
Legal & General Group
United Kingdom
$2.3M +$153K +3,952 +6%
PPA
57
Parametric Portfolio Associates
Washington
$2.23M +$124K +3,206 +5%
KTA
58
Keeley-Teton Advisors
Illinois
$2.19M -$7.33K -190 -0.3%
TCIM
59
TIAA CREF Investment Management
New York
$2.13M -$1.56M -40,439 -39%
TA
60
Teachers Advisors
New York
$2.03M +$70.1K +1,817 +3%
IA
61
IndexIQ Advisors
New York
$2M +$88.1K +2,283 +4%
GF
62
Gabelli Funds
New York
$1.96M – – –
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$1.88M -$1.31K -34 -0.1%
PIM
64
Profit Investment Management
Maryland
$1.77M +$148K +3,836 +8%
Swiss National Bank
65
Swiss National Bank
Switzerland
$1.74M – – –
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$1.69M +$312K +8,071 +19%
CCMG
67
Clark Capital Management Group
Pennsylvania
$1.69M +$1.97M +51,014 New
OAM
68
Oxford Asset Management
United Kingdom
$1.68M +$1.92M +49,646 New
MM
69
Midas Management
New York
$1.57M – – –
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$1.57M -$618 -16 -0%
Barclays
71
Barclays
United Kingdom
$1.48M -$820K -21,239 -32%
ASRS
72
Arizona State Retirement System
Arizona
$1.38M -$13.9K -360 -0.9%
VRS
73
Virginia Retirement Systems
Virginia
$1.37M +$753K +19,500 +90%
KBC Group
74
KBC Group
Belgium
$1.34M +$1.56M +40,540 New
Citadel Advisors
75
Citadel Advisors
Florida
$1.32M +$169K +4,373 +12%
1 2
3
4 5

WGO Hedge Fund Activity: Q3 2018 in Review

220 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q3 2018, worth a combined $917M — down 20% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of WGO and 27 opened new positions — a net loss of 13 holders — while 75 trimmed existing stakes and 78 added.

The largest buyer was Goldman Sachs, adding an estimated $9.89M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $26.1M sold.

  • 220 institutional investors held Winnebago Industries (WGO) as of Q3 2018, down from 236 in Q2 2018.
  • Funds reported $917M of Winnebago Industries stock for Q3 2018, down 20% quarter-over-quarter.
  • 27 funds opened new Winnebago Industries positions in Q3 2018 and 40 closed out, a net change of -13 holders.
  • The largest Winnebago Industries buyer in Q3 2018 was Goldman Sachs, an estimated $9.89M added.
  • The largest Winnebago Industries seller in Q3 2018 was Hennessy Advisors Inc, an estimated $26.1M sold.

Based on aggregated 13F filings for Q3 2018.