Winnebago Industries
WGO
207 hedge funds and large institutions have $715M invested in Winnebago Industries in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 42 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 64
4.62% more ownership
Funds ownership: 87.65% → 92.27% (+4.6%)
6% less funds holding
Funds holding: 220 → 207 (-13)
15% less call options, than puts
Call options by funds: $8.14M | Put options by funds: $9.61M
22% less capital invested
Capital invested by funds: $917M → $715M (-$201M)
26% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 42
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$21.9M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$17.2M |
| 3 |
RA
Royce & Associates
New York
|
+$13.1M |
| 4 |
Renaissance Technologies
New York
|
+$11.8M |
| 5 |
Morgan Stanley
New York
|
+$9.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$24.3M |
| 2 |
TCM
Tygh Capital Management
Portland,
Oregon
|
-$5.28M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$5.16M |
| 4 |
Millennium Management
New York
|
-$4.97M |
| 5 |
SAM
Scopus Asset Management
New York
|
-$4.81M |
WGO Hedge Fund Activity: Q4 2018 in Review
207 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2018, worth a combined $715M — down 22% from $917M a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of WGO and 31 opened new positions — a net loss of 11 holders — while 64 trimmed existing stakes and 73 added.
The largest buyer was Cooke & Bieler, adding an estimated $21.9M. The largest seller was Vanguard Group, cutting an estimated $24.3M.
- 207 institutional investors held Winnebago Industries (WGO) as of Q4 2018, down from 220 in Q3 2018.
- Funds reported $715M of Winnebago Industries stock for Q4 2018, down 22% quarter-over-quarter.
- 31 funds opened new Winnebago Industries positions in Q4 2018 and 42 closed out, a net change of -11 holders.
- The largest Winnebago Industries buyer in Q4 2018 was Cooke & Bieler, an estimated $21.9M added.
- The largest Winnebago Industries seller in Q4 2018 was Vanguard Group, an estimated $24.3M sold.
Based on aggregated 13F filings for Q4 2018.