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Winnebago Industries
WGO

236 hedge funds and large institutions have $1.15B invested in Winnebago Industries in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $59.2M | Put options by funds: $36.6M

8% more capital invested

Capital invested by funds: $1.07B → $1.15B (+$85M)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

5% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 73

0% more funds holding

Funds holding: 235 → 236 (+1)

0.39% more ownership

Funds ownership: 89.6% → 89.99% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
236
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
39
Increased
77
Reduced
73
Closed
36
Calls
$59.2M
Puts
$36.6M
Net Calls
+$22.6M
Net Calls Change
+$29.8M

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$51.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$14.6M
3
GJL
Gendell Jeffrey L
+$8.71M
4
BlackRock
BlackRock
New York
+$7.29M
5
HJMC
Hellman Jordan Management Company
Massachusetts
+$7.06M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$17.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$16.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$15.5M
4
KCM
Kennedy Capital Management
Missouri
-$12.8M
5
RA
Royce & Associates
New York
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
76
Virtu Financial
New York
$1.84M +$1.73M +45,221 New
SCP
77
Seizert Capital Partners
Michigan
$1.82M – – –
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$1.77M +$230K +6,020 +16%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$1.75M +$657K +17,221 +67%
ASRS
80
Arizona State Retirement System
Arizona
$1.7M -$132K -3,468 -8%
PAA
81
Peregrine Asset Advisers
Oregon
$1.69M +$1.58M +41,496 New
Canada Life
82
Canada Life
Manitoba, Canada
$1.58M – – –
MVA
83
Mount Vernon Associates
Maryland
$1.56M -$38.1K -1,000 -3%
BCM
84
BlueCrest Capital Management
Jersey
$1.51M +$1.42M +37,161 New
Creative Planning
85
Creative Planning
Kansas
$1.5M +$1.41M +36,853 New
Citadel Advisors
86
Citadel Advisors
Florida
$1.44M -$510K -13,371 -27%
O
87
OppenheimerFunds
New York
$1.43M +$440K +11,532 +49%
AQR Capital Management
88
AQR Capital Management
Connecticut
$1.4M – – –
WT
89
Whittier Trust
California
$1.37M +$57.5K +1,506 +5%
Nordea Investment Management
90
Nordea Investment Management
Sweden
$1.31M +$1.24M +32,400 New
BC
91
Barnett & Company
Tennessee
$1.3M +$355K +9,318 +41%
Comerica Bank
92
Comerica Bank
Texas
$1.29M +$6.33K +166 +0.5%
Bank of Nova Scotia
93
Bank of Nova Scotia
Ontario, Canada
$1.27M -$181K -4,733 -13%
GC
94
Globeflex Capital
California
$1.25M +$57K +1,493 +5%
CS
95
Credit Suisse
Switzerland
$1.25M -$372K -9,743 -24%
GAM
96
Gotham Asset Management
New York
$1.24M -$3.32M -86,940 -74%
CIA
97
Cascade Investment Advisors
Oregon
$1.18M -$183K -4,800 -14%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$1.17M +$371K +9,735 +51%
CAM
99
ClariVest Asset Management
California
$1.16M +$7.63K +200 +0.7%
AA
100
ALPS Advisors
Colorado
$1.13M +$159K +4,172 +18%
2 3
4
5 6

WGO Hedge Fund Activity: Q2 2018 in Review

236 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2018, worth a combined $1.15B — up 8% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WGO positions and 36 closed out — a net gain of 3 holders — while 77 added to existing stakes and 73 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $51.1M. The largest seller was Goldman Sachs, cutting an estimated $17.4M.

  • 236 institutional investors held Winnebago Industries (WGO) as of Q2 2018, up from 235 in Q1 2018.
  • Funds reported $1.15B of Winnebago Industries stock for Q2 2018, up 8% quarter-over-quarter.
  • 39 funds opened new Winnebago Industries positions in Q2 2018 and 36 closed out, a net change of +3 holders.
  • The largest Winnebago Industries buyer in Q2 2018 was LSV Asset Management, an estimated $51.1M added.
  • The largest Winnebago Industries seller in Q2 2018 was Goldman Sachs, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2018.