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Winnebago Industries

300 hedge funds and large institutions have $2.33B invested in Winnebago Industries in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 30

12% more funds holding

Funds holding: 267300 (+33)

6% more capital invested

Capital invested by funds: $2.2B → $2.33B (+$123M)

2.74% more ownership

Funds ownership: 90.58%93.32% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

23% less call options, than puts

Call options by funds: $32.1M | Put options by funds: $41.7M

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 107

Holders
300
Holders Change
+33
Holders Change %
+12.36%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
65
Increased
81
Reduced
107
Closed
30
Calls
$32.1M
Puts
$41.7M
Net Calls
-$9.58M
Net Calls Change
-$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
101
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.9M -$13.4K -186 -0.7%
Comerica Bank
102
Comerica Bank
Texas
$1.85M -$2.38M -33,066 -53%
TPSF
103
Texas Permanent School Fund
Texas
$1.81M -$45K -625 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.78M +$1.65M +22,900 +2,820%
SOADOR
105
State of Alaska Department of Revenue
Alaska
$1.77M -$57.9K -805 -3%
LD
106
Lipe & Dalton
New York
$1.76M
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$1.75M +$4.25K +59 +0.3%
KBC Group
108
KBC Group
Belgium
$1.72M
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$1.63M -$226K -3,139 -13%
CIA
110
Cascade Investment Advisors
Oregon
$1.59M +$14.4K +200 +1%
Renaissance Technologies
111
Renaissance Technologies
New York
$1.58M +$1.52M +21,100 New
Macquarie Group
112
Macquarie Group
Australia
$1.53M +$1.4M +19,400 +1,958%
Amundi
113
Amundi
France
$1.51M -$467K -6,484 -24%
AIG
114
American International Group
New York
$1.48M -$46.6K -647 -3%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$1.48M
BA
116
Bridgewater Advisors
New York
$1.41M +$88.1K +1,224 +7%
Group One Trading
117
Group One Trading
Illinois
$1.37M -$820K -11,399 -38%
PVH
118
Psagot Value Holdings
Israel
$1.35M -$1.21M -16,800 -48%
ACP
119
Aviance Capital Partners
Florida
$1.33M -$184K -2,554 -13%
MA
120
Montag & Associates
Georgia
$1.33M
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$1.32M +$937K +13,011 +285%
AB
122
Amalgamated Bank
New York
$1.28M -$25K -347 -2%
Los Angeles Capital Management
123
Los Angeles Capital Management
California
$1.23M -$12.8K -178 -1%
LSERS
124
Louisiana State Employees Retirement System
Louisiana
$1.21M
Squarepoint
125
Squarepoint
New York
$1.17M +$1.12M +15,577 New

WGO Hedge Fund Activity: Q4 2021 in Review

300 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2021, worth a combined $2.33B — up 5.6% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new WGO positions and 30 closed out — a net gain of 35 holders — while 81 added to existing stakes and 107 trimmed.

The largest buyer was Oxford Financial Group, adding an estimated $28.6M. The largest seller was Citadel Advisors, cutting an estimated $42.7M.

  • 300 institutional investors held Winnebago Industries (WGO) as of Q4 2021, up from 267 in Q3 2021.
  • Funds reported $2.33B of Winnebago Industries stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 65 funds opened new Winnebago Industries positions in Q4 2021 and 30 closed out, a net change of +35 holders.
  • The largest Winnebago Industries buyer in Q4 2021 was Oxford Financial Group, an estimated $28.6M added.
  • The largest Winnebago Industries seller in Q4 2021 was Citadel Advisors, an estimated $42.7M sold.

Based on aggregated 13F filings for Q4 2021.