Winnebago Industries
WGO
253 hedge funds and large institutions have $2.38B invested in Winnebago Industries in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 104 reducing their positions, and 33 closing their positions.
2% more capital invested
Capital invested by funds: $2.33B → $2.38B (+$43.6M)
0.35% more ownership
Funds ownership: 109.5% → 109.85% (+0.35%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
6% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 33
1% less funds holding
Funds holding: 256 → 253 (-3)
29% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 104
65% less call options, than puts
Call options by funds: $66.4M | Put options by funds: $188M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$56.6M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$22.7M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$19.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$18.8M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$59.7M |
| 2 |
Goldman Sachs
New York
|
-$32.7M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$20.1M |
| 4 |
BlackRock
New York
|
-$10.6M |
| 5 |
JP Morgan Chase
New York
|
-$5.81M |
WGO Hedge Fund Activity: Q1 2024 in Review
253 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2024, worth a combined $2.38B — up 1.9% from $2.33B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of WGO and 31 opened new positions — a net loss of 2 holders — while 104 trimmed existing stakes and 74 added.
The largest buyer was 1832 Asset Management, adding an estimated $56.6M. The largest seller was Morgan Stanley, cutting an estimated $59.7M.
- 253 institutional investors held Winnebago Industries (WGO) as of Q1 2024, down from 256 in Q4 2023.
- Funds reported $2.38B of Winnebago Industries stock for Q1 2024, up 1.9% quarter-over-quarter.
- 31 funds opened new Winnebago Industries positions in Q1 2024 and 33 closed out, a net change of -2 holders.
- The largest Winnebago Industries buyer in Q1 2024 was 1832 Asset Management, an estimated $56.6M added.
- The largest Winnebago Industries seller in Q1 2024 was Morgan Stanley, an estimated $59.7M sold.
Based on aggregated 13F filings for Q1 2024.