Winnebago Industries
WGO
146 hedge funds and large institutions have $557M invested in Winnebago Industries in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 25 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 49
11.05% more ownership
Funds ownership: 86.97% → 98.02% (+11%)
10% more capital invested
Capital invested by funds: $507M → $557M (+$50M)
5% less funds holding
Funds holding: 153 → 146 (-7)
24% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 25
83% less call options, than puts
Call options by funds: $2.5M | Put options by funds: $14.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$22.1M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$12.5M |
| 3 |
RA
Royce & Associates
New York
|
+$11M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$8.62M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$10.5M |
| 2 |
SC
Shellback Capital
Boston,
Massachusetts
|
-$9.06M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$6.78M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$5.07M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$4.34M |
WGO Hedge Fund Activity: Q1 2015 in Review
146 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2015, worth a combined $557M — up 9.8% from $507M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of WGO and 19 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 57 added.
The largest buyer was Bank of New York Mellon, adding an estimated $22.1M. The largest seller was Luther King Capital Management (LKCM), exiting entirely with an estimated $10.5M sold.
- 146 institutional investors held Winnebago Industries (WGO) as of Q1 2015, down from 153 in Q4 2014.
- Funds reported $557M of Winnebago Industries stock for Q1 2015, up 9.8% quarter-over-quarter.
- 19 funds opened new Winnebago Industries positions in Q1 2015 and 25 closed out, a net change of -6 holders.
- The largest Winnebago Industries buyer in Q1 2015 was Bank of New York Mellon, an estimated $22.1M added.
- The largest Winnebago Industries seller in Q1 2015 was Luther King Capital Management (LKCM), an estimated $10.5M sold.
Based on aggregated 13F filings for Q1 2015.