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Winnebago Industries
WGO

157 hedge funds and large institutions have $585M invested in Winnebago Industries in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 35

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

4% more funds holding

Funds holding: 151 → 157 (+6)

2% more capital invested

Capital invested by funds: $571M → $585M (+$13.9M)

0.05% more ownership

Funds ownership: 92.69% → 92.73% (+0.05%)

33% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.44M

Holders
157
Holders Change
+6
Holders Change %
+3.97%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
63
Reduced
35
Closed
15
Calls
$962K
Puts
$1.44M
Net Calls
-$475K
Net Calls Change
-$261K

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$3.38M
2
Goldman Sachs
Goldman Sachs
New York
+$3.36M
3
CAM
Cortina Asset Management
Wisconsin
+$3.25M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.89M
5
BFA
BlackRock Fund Advisors
California
+$2.75M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$14M
2
RA
Royce & Associates
New York
-$4.79M
3
CB
Cooke & Bieler
Pennsylvania
-$4.33M
4
ICOM
Investment Counselors of Maryland
Maryland
-$2.68M
5
SAM
Skyline Asset Management
Illinois
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
126
Victory Capital Management
Texas
$100K +$99.1K +4,257 New
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$97.8K -$108K -4,620 -53%
PI
128
PineBridge Investments
New York
$80K +$210 +9 +0.3%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$55K +$9.31K +400 +21%
BlackRock
130
BlackRock
New York
$51K -$19.8K -850 -28%
RCM
131
Riverhead Capital Management
Delaware
$40K -$47.3K -2,029 -54%
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$40K – – –
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$39K – – –
WRM
134
Westport Resources Management
Connecticut
$33K – – –
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$31K -$4.42K -190 -13%
AIM
136
Acrospire Investment Management
Illinois
$27K -$177K -7,589 -87%
Creative Planning
137
Creative Planning
Kansas
$27K – – –
WTC
138
WhitTier Trust Company
Nevada
$26K -$3.28K -141 -11%
CG
139
Cutler Group
California
$24K +$10.3K +444 +76%
FANJ
140
Financial Architects (New Jersey)
New Jersey
$24K +$24K +1,030 New
LIA
141
LS Investment Advisors
Michigan
$21K – – –
PAM
142
Panagora Asset Management
Massachusetts
$20K – – –
VCM
143
Versant Capital Management
Arizona
$18K +$1.77K +76 +11%
IUHSA
144
Itau Unibanco Holding S.A.
Brazil
$10K +$9.55K +410 New
SWA
145
Sutton Wealth Advisors
Florida
$7.26K – – –
IA
146
IFP Advisors
Florida
$7K – – –
PCM
147
Prelude Capital Management
New York
$5K -$19.6K -843 -81%
CF
148
CenterStar Fund
Illinois
$5K – – –
BFEC
149
Benjamin F. Edwards & Company
Missouri
$5K +$23 +1 +0.5%
TWI
150
Thomas White International
Illinois
$5K +$4.77K +205 New
3 4 5
6
7

WGO Hedge Fund Activity: Q3 2016 in Review

157 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q3 2016, worth a combined $585M — up 2.4% from $571M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WGO positions and 15 closed out — a net gain of 9 holders — while 63 added to existing stakes and 35 trimmed.

The largest buyer was Norges Bank, adding an estimated $3.38M. The largest seller was Invesco, cutting an estimated $14M.

  • 157 institutional investors held Winnebago Industries (WGO) as of Q3 2016, up from 151 in Q2 2016.
  • Funds reported $585M of Winnebago Industries stock for Q3 2016, up 2.4% quarter-over-quarter.
  • 24 funds opened new Winnebago Industries positions in Q3 2016 and 15 closed out, a net change of +9 holders.
  • The largest Winnebago Industries buyer in Q3 2016 was Norges Bank, an estimated $3.38M added.
  • The largest Winnebago Industries seller in Q3 2016 was Invesco, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2016.