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Winnebago Industries
WGO

189 hedge funds and large institutions have $861M invested in Winnebago Industries in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 52 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

146% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 24

75% more call options, than puts

Call options by funds: $6.26M | Put options by funds: $3.57M

47% more capital invested

Capital invested by funds: $585M → $861M (+$276M)

20% more funds holding

Funds holding: 157 → 189 (+32)

7.32% more ownership

Funds ownership: 92.73% → 100.06% (+7.3%)

12% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 59

Holders
189
Holders Change
+32
Holders Change %
+20.38%
% of All Funds
4.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
59
Increased
52
Reduced
59
Closed
24
Calls
$6.26M
Puts
$3.57M
Net Calls
+$2.69M
Net Calls Change
+$3.17M

Top Buyers

Rank Fund Capital Flow
1
SP
Summit Partners
Massachusetts
+$71.4M
2
HAM
Hillcrest Asset Management
Texas
+$9.06M
3
DCM
Driehaus Capital Management
Illinois
+$7.17M
4
BFA
BlackRock Fund Advisors
California
+$6.52M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$5.46M

Top Sellers

Rank Fund Capital Flow
1
CB
Cooke & Bieler
Pennsylvania
-$16.8M
2
Invesco
Invesco
Georgia
-$9.06M
3
RA
Royce & Associates
New York
-$7.37M
4
Capital World Investors
Capital World Investors
California
-$6.75M
5
ICOM
Investment Counselors of Maryland
Maryland
-$6.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
126
Cubist Systematic Strategies
Connecticut
$340K +$335K +10,749 New
LSERS
127
Louisiana State Employees Retirement System
Louisiana
$335K -$40.5K -1,300 -11%
VFA
128
Virtus Fund Advisers
Connecticut
$333K +$328K +10,537 New
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$332K – – –
Two Sigma Advisers
130
Two Sigma Advisers
New York
$323K -$1.29M -41,270 -80%
IA
131
Icon Advisers
Colorado
$313K +$308K +9,900 New
CAM
132
Capstone Asset Management
Texas
$307K +$302K +9,693 New
OAM
133
Origin Asset Management
United Kingdom
$267K +$263K +8,430 New
Toronto Dominion Bank
134
Toronto Dominion Bank
Ontario, Canada
$254K +$249K +8,000 New
Los Angeles Capital Management
135
Los Angeles Capital Management
California
$246K +$242K +7,770 New
PCM
136
Palouse Capital Management
Washington
$233K +$229K +7,346 New
V
137
Veritable
Delaware
$231K -$37.4K -1,200 -14%
YMRC
138
Yorktown Management & Research Company
Virginia
$228K +$224K +7,200 New
UFF
139
USA Financial Formulas
Michigan
$227K +$223K +7,169 New
OAC
140
OMERS Administration Corp
Ontario, Canada
$226K +$223K +7,155 New
PP
141
Paloma Partners
Connecticut
$224K +$221K +7,100 New
QT
142
Quantbot Technologies
New York
$213K -$9.78K -314 -4%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$208K +$205K +6,593 New
AP
144
AHL Partners
United Kingdom
$207K +$204K +6,534 New
Squarepoint
145
Squarepoint
New York
$205K +$201K +6,465 New
TRCT
146
Tower Research Capital (TRC)
New York
$197K +$194K +6,215 New
MERSOM
147
Municipal Employees' Retirement System of Michigan
Michigan
$189K +$312 +10 +0.2%
MSA
148
Mason Street Advisors
Wisconsin
$183K +$7.57K +243 +4%
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$174K +$41.8K +1,342 +32%
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$149K +$93.4K +2,998 +176%
4 5
6
7 8

WGO Hedge Fund Activity: Q4 2016 in Review

189 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2016, worth a combined $861M — up 47% from $585M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WGO positions and 24 closed out — a net gain of 35 holders — while 52 added to existing stakes and 59 trimmed.

The largest buyer was Summit Partners, opening a new position worth an estimated $71.4M. The largest seller was Cooke & Bieler, cutting an estimated $16.8M.

  • 189 institutional investors held Winnebago Industries (WGO) as of Q4 2016, up from 157 in Q3 2016.
  • Funds reported $861M of Winnebago Industries stock for Q4 2016, up 47% quarter-over-quarter.
  • 59 funds opened new Winnebago Industries positions in Q4 2016 and 24 closed out, a net change of +35 holders.
  • The largest Winnebago Industries buyer in Q4 2016 was Summit Partners, an estimated $71.4M added.
  • The largest Winnebago Industries seller in Q4 2016 was Cooke & Bieler, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2016.