Winnebago Industries
WGO
267 hedge funds and large institutions have $2.2B invested in Winnebago Industries in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 97 reducing their positions, and 28 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 28
7% more capital invested
Capital invested by funds: $2.07B → $2.2B (+$138M)
1% more funds holding
Funds holding: 264 → 267 (+3)
0.01% more ownership
Funds ownership: 90.57% → 90.58% (+0.01%)
15% less call options, than puts
Call options by funds: $38.9M | Put options by funds: $45.8M
21% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$45M |
| 2 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$34.3M |
| 3 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$21M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$10.8M |
| 5 |
JGC
J. Goldman & Co
New York
|
+$9.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$41.3M |
| 2 |
BlackRock
New York
|
-$24.2M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$12.2M |
| 4 |
JP Morgan Chase
New York
|
-$11.7M |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
-$10.2M |
WGO Hedge Fund Activity: Q3 2021 in Review
267 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q3 2021, worth a combined $2.2B — up 6.7% from $2.07B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WGO positions and 28 closed out — a net gain of 6 holders — while 77 added to existing stakes and 97 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $45M. The largest seller was Candlestick Capital Management, cutting an estimated $41.3M.
- 267 institutional investors held Winnebago Industries (WGO) as of Q3 2021, up from 264 in Q2 2021.
- Funds reported $2.2B of Winnebago Industries stock for Q3 2021, up 6.7% quarter-over-quarter.
- 34 funds opened new Winnebago Industries positions in Q3 2021 and 28 closed out, a net change of +6 holders.
- The largest Winnebago Industries buyer in Q3 2021 was William Blair Investment Management, an estimated $45M added.
- The largest Winnebago Industries seller in Q3 2021 was Candlestick Capital Management, an estimated $41.3M sold.
Based on aggregated 13F filings for Q3 2021.