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Winnebago Industries

209 hedge funds and large institutions have $834M invested in Winnebago Industries in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 86 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.29% less ownership

Funds ownership: 92.24%88.95% (-3.3%)

9% less funds holding

Funds holding: 229209 (-20)

28% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 86

34% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 50

39% less call options, than puts

Call options by funds: $9.07M | Put options by funds: $14.8M

49% less capital invested

Capital invested by funds: $1.65B → $834M (-$812M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
209
Holders Change
-20
Holders Change %
-8.73%
% of All Funds
4.61%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
33
Increased
62
Reduced
86
Closed
50
Calls
$9.07M
Puts
$14.8M
Net Calls
-$5.71M
Net Calls Change
-$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
101
Cascade Investment Advisors
Oregon
$710K -$38.6K -800 -3%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$657K +$241K +5,001 +27%
LD
103
Lipe & Dalton
New York
$654K +$48.3K +1,000 +4%
Voloridge Investment Management
104
Voloridge Investment Management
Florida
$649K -$211K -4,371 -16%
BG
105
Bahl & Gaynor
Ohio
$644K -$2.9K -60 -0.3%
UBS AM
106
UBS AM
Illinois
$643K -$483 -10 -0%
AG
107
Aperio Group
California
$628K -$2.85K -59 -0.3%
MA
108
Montag & Associates
Georgia
$603K -$77.2K -1,600 -7%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$545K +$57.2K +1,184 +6%
SFI
110
Susquehanna Fundamental Investments
Pennsylvania
$531K +$922K +19,100 New
SBIA
111
Sheaff Brock Investment Advisors
Indiana
$513K +$890K +18,433 New
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$500K -$121K -2,506 -12%
AAMU
113
Amundi Asset Management US
Massachusetts
$484K -$381K -7,896 -13%
ACM
114
AlphaCrest Capital Management
New York
$480K +$307K +6,363 +58%
VRS
115
Virginia Retirement Systems
Virginia
$478K -$121K -2,500 -13%
COPPSERS
116
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$471K +$267K +5,528 +48%
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$470K -$106K -2,200 -12%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$448K -$43.6K -904 -5%
TSS
119
Two Sigma Securities
New York
$423K +$735K +15,227 New
HW
120
Hancock Whitney
Mississippi
$394K +$66.1K +1,369 +11%
Jennison Associates
121
Jennison Associates
New York
$392K +$24.4K +506 +4%
MIM
122
MetLife Investment Management
New Jersey
$384K
Jane Street
123
Jane Street
New York
$378K +$656K +13,588 New
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$376K -$9.65K -200 -1%
BC
125
Barnett & Company
Tennessee
$366K

WGO Hedge Fund Activity: Q1 2020 in Review

209 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2020, worth a combined $834M — down 49% from $1.65B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of WGO and 33 opened new positions — a net loss of 17 holders — while 86 trimmed existing stakes and 62 added.

The largest buyer was Punch Card Management, adding an estimated $48M. The largest seller was Capital World Investors, exiting entirely with an estimated $34.4M sold.

  • 209 institutional investors held Winnebago Industries (WGO) as of Q1 2020, down from 229 in Q4 2019.
  • Funds reported $834M of Winnebago Industries stock for Q1 2020, down 49% quarter-over-quarter.
  • 33 funds opened new Winnebago Industries positions in Q1 2020 and 50 closed out, a net change of -17 holders.
  • The largest Winnebago Industries buyer in Q1 2020 was Punch Card Management, an estimated $48M added.
  • The largest Winnebago Industries seller in Q1 2020 was Capital World Investors, an estimated $34.4M sold.

Based on aggregated 13F filings for Q1 2020.