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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$9.89M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$9.21M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$7.33M |
| 4 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$6.7M |
| 5 |
SAM
Scopus Asset Management
New York
|
+$5.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$26.1M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$8.96M |
| 3 |
RA
Royce & Associates
New York
|
-$7.06M |
| 4 |
Capital Fund Management (CFM)
Paris,
France
|
-$5.03M |
| 5 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
-$4.67M |
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.