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Winnebago Industries

265 hedge funds and large institutions have $2.32B invested in Winnebago Industries in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 96 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more capital invested

Capital invested by funds: $1.8B → $2.32B (+$519M)

22% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $25M

5% more funds holding

Funds holding: 252265 (+13)

1.6% more ownership

Funds ownership: 88.33%89.93% (+1.6%)

22% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 96

Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
49
Increased
75
Reduced
96
Closed
34
Calls
$30.4M
Puts
$25M
Net Calls
+$5.4M
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$1.81M +$246K +3,415 +17%
LD
102
Lipe & Dalton
New York
$1.8M
SOADOR
103
State of Alaska Department of Revenue
Alaska
$1.75M -$247K -3,430 -13%
DTL
104
Dynamic Technology Lab
Singapore
$1.63M +$1.53M +21,216 New
Russell Investments Group
105
Russell Investments Group
United Kingdom
$1.62M +$376K +5,213 +33%
CIA
106
Cascade Investment Advisors
Oregon
$1.58M +$8.66K +120 +0.6%
ACP
107
Aviance Capital Partners
Florida
$1.57M -$259K -3,591 -15%
MA
108
Montag & Associates
Georgia
$1.51M -$14.4K -200 -1%
Axa
109
Axa
France
$1.47M +$1.39M +19,200 New
PP
110
Paloma Partners
Connecticut
$1.41M +$1.32M +18,326 New
NL
111
NWAM LLC
Washington
$1.36M -$366K -5,077 -22%
RJA
112
Raymond James & Associates
Florida
$1.35M -$370K -5,124 -23%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.34M -$77.5K -1,074 -6%
Los Angeles Capital Management
114
Los Angeles Capital Management
California
$1.34M -$412K -5,710 -25%
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
$1.31M -$6.2M -85,926 -83%
CIP
116
Chartwell Investment Partners
Pennsylvania
$1.31M -$613K -8,495 -33%
OC
117
Oppenheimer & Co
New York
$1.3M +$759K +10,522 +164%
ZIM
118
Zacks Investment Management
Illinois
$1.18M +$138K +1,915 +14%
LSERS
119
Louisiana State Employees Retirement System
Louisiana
$1.17M -$14.4K -200 -1%
Stifel Financial
120
Stifel Financial
Missouri
$1.15M +$731K +10,130 +207%
Group One Trading
121
Group One Trading
Illinois
$1.1M +$425K +5,896 +69%
SWM
122
Spire Wealth Management
Virginia
$1.08M +$1.05M +14,580 New
OPERF
123
Oregon Public Employees Retirement Fund
Oregon
$1.07M +$21.6K +300 +2%
VRS
124
Virginia Retirement Systems
Virginia
$1.05M +$281K +3,900 +40%
GAM
125
Gotham Asset Management
New York
$1.04M -$435K -6,034 -31%

WGO Hedge Fund Activity: Q1 2021 in Review

265 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2021, worth a combined $2.32B — up 29% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WGO positions and 34 closed out — a net gain of 15 holders — while 75 added to existing stakes and 96 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $45.3M. The largest seller was Morgan Stanley, cutting an estimated $38.8M.

  • 265 institutional investors held Winnebago Industries (WGO) as of Q1 2021, up from 252 in Q4 2020.
  • Funds reported $2.32B of Winnebago Industries stock for Q1 2021, up 29% quarter-over-quarter.
  • 49 funds opened new Winnebago Industries positions in Q1 2021 and 34 closed out, a net change of +15 holders.
  • The largest Winnebago Industries buyer in Q1 2021 was Citadel Advisors, an estimated $45.3M added.
  • The largest Winnebago Industries seller in Q1 2021 was Morgan Stanley, an estimated $38.8M sold.

Based on aggregated 13F filings for Q1 2021.