We are live on ! Find out more
WGO icon

Winnebago Industries

264 hedge funds and large institutions have $2.07B invested in Winnebago Industries in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 82 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 82

0.64% more ownership

Funds ownership: 89.93%90.57% (+0.64%)

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

0% less funds holding

Funds holding: 265264 (-1)

11% less capital invested

Capital invested by funds: $2.32B → $2.07B (-$251M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less call options, than puts

Call options by funds: $62.4M | Put options by funds: $126M

Holders
264
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
93
Reduced
82
Closed
43
Calls
$62.4M
Puts
$126M
Net Calls
-$63.7M
Net Calls Change
-$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$2.4M +$168K +2,277 +7%
Holocene Advisors
77
Holocene Advisors
New York
$2.38M +$326K +4,421 +14%
JG
78
Jefferies Group
New York
$2.37M +$2.58M +34,927 New
MVA
79
Mount Vernon Associates
Maryland
$2.33M
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$2.23M +$1.13M +15,370 +88%
HWM
81
Hohimer Wealth Management
Washington
$2.2M +$2.39M +32,306 New
ACM
82
AlphaCrest Capital Management
New York
$2.17M +$1.88M +25,437 +396%
Comerica Bank
83
Comerica Bank
Texas
$2.15M -$191K -2,587 -8%
CS
84
Credit Suisse
Switzerland
$2.15M -$81.1K -1,098 -3%
Lazard Asset Management
85
Lazard Asset Management
New York
$2.15M +$440K +5,965 +23%
UBS AM
86
UBS AM
Illinois
$2.13M +$408K +5,520 +21%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$2.07M +$1.9M +25,780 +552%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$2.05M
Hudson Bay Capital Management
89
Hudson Bay Capital Management
Connecticut
$2.04M +$369K +5,000 +20%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$1.95M -$1.18M -15,921 -36%
Canada Life
91
Canada Life
Manitoba, Canada
$1.95M
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$1.87M -$19.2K -260 -0.9%
PCM
93
Polaris Capital Management
Massachusetts
$1.87M
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$1.85M +$750K +10,153 +59%
IA
95
IFG Advisory
Georgia
$1.81M +$1.97M +26,621 New
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$1.78M -$265K -3,584 -12%
AQR Capital Management
97
AQR Capital Management
Connecticut
$1.77M -$283K -3,835 -13%
COPPSERS
98
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.75M -$18.2K -246 -0.9%
TPSF
99
Texas Permanent School Fund
Texas
$1.7M -$13.1K -177 -0.7%
AG
100
Algert Global
California
$1.68M -$811K -10,983 -31%

WGO Hedge Fund Activity: Q2 2021 in Review

264 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2021, worth a combined $2.07B — down 11% from $2.32B a quarter earlier.

Fund positioning in WGO was balanced in Q2 2021: 43 funds opened new positions, 43 closed out, 93 added to existing stakes and 82 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $14M. The largest seller was Capital Growth Management, exiting entirely with an estimated $23.4M sold.

  • 264 institutional investors held Winnebago Industries (WGO) as of Q2 2021, down from 265 in Q1 2021.
  • Funds reported $2.07B of Winnebago Industries stock for Q2 2021, down 11% quarter-over-quarter.
  • 43 funds opened new Winnebago Industries positions in Q2 2021 and 43 closed out, a net change of 0 holders.
  • The largest Winnebago Industries buyer in Q2 2021 was Cooke & Bieler, an estimated $14M added.
  • The largest Winnebago Industries seller in Q2 2021 was Capital Growth Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2021.