We are live on ! Find out more
WGO icon

Winnebago Industries
WGO

207 hedge funds and large institutions have $715M invested in Winnebago Industries in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 64

4.62% more ownership

Funds ownership: 87.65% → 92.27% (+4.6%)

6% less funds holding

Funds holding: 220 → 207 (-13)

15% less call options, than puts

Call options by funds: $8.14M | Put options by funds: $9.61M

22% less capital invested

Capital invested by funds: $917M → $715M (-$201M)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
207
Holders Change
-13
Holders Change %
-5.91%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
73
Reduced
64
Closed
42
Calls
$8.14M
Puts
$9.61M
Net Calls
-$1.47M
Net Calls Change
+$489K

Top Buyers

Rank Fund Capital Flow
1
CB
Cooke & Bieler
Pennsylvania
+$21.9M
2
Capital World Investors
Capital World Investors
California
+$17.2M
3
RA
Royce & Associates
New York
+$13.1M
4
Renaissance Technologies
Renaissance Technologies
New York
+$11.8M
5
Morgan Stanley
Morgan Stanley
New York
+$9.3M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$24.3M
2
TCM
Tygh Capital Management
Oregon
-$5.28M
3
Franklin Resources
Franklin Resources
California
-$5.16M
4
Millennium Management
Millennium Management
New York
-$4.97M
5
SAM
Scopus Asset Management
New York
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
126
State of Tennessee, Department of Treasury
Tennessee
$314K -$156K -5,894 -31%
AA
127
ALPS Advisors
Colorado
$312K -$16.7K -629 -5%
CGH
128
Crossmark Global Holdings
Texas
$308K +$109K +4,120 +48%
MERSOM
129
Municipal Employees' Retirement System of Michigan
Michigan
$307K +$336K +12,690 New
GAM
130
Griffin Asset Management
New York
$304K – – –
Asset Management One
131
Asset Management One
Japan
$287K – – –
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$271K -$663 -25 -0.2%
AG
133
Algert Global
California
$270K +$296K +11,154 New
RJFSA
134
Raymond James Financial Services Advisors
Florida
$269K -$256K -9,652 -46%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$267K +$293K +11,035 New
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
$266K -$26.2K -989 -8%
LSERS
137
Louisiana State Employees Retirement System
Louisiana
$265K -$44K -1,660 -13%
RCAG
138
Rehmann Capital Advisory Group
Michigan
$262K -$795 -30 -0.3%
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$253K – – –
VF
140
Virtu Financial
New York
$247K +$271K +10,215 New
RCA
141
Rex Capital Advisors
Rhode Island
$242K +$265K +10,000 New
COPPSERS
142
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$241K +$82.2K +3,101 +45%
SOADOR
143
State of Alaska Department of Revenue
Alaska
$234K +$5.3K +200 +2%
QIM
144
Quantitative Investment Management
Virginia
$232K +$254K +9,600 New
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$229K – – –
MSA
146
Mason Street Advisors
Wisconsin
$218K +$13.5K +510 +6%
OAM
147
Oberweis Asset Management
Illinois
$213K -$376K -14,200 -62%
ASN
148
Advisory Services Network
Georgia
$212K -$95.4K -3,600 -29%
Victory Capital Management
149
Victory Capital Management
Texas
$189K +$8.06K +304 +4%
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$187K – – –
4 5
6
7 8

WGO Hedge Fund Activity: Q4 2018 in Review

207 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2018, worth a combined $715M — down 22% from $917M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of WGO and 31 opened new positions — a net loss of 11 holders — while 64 trimmed existing stakes and 73 added.

The largest buyer was Cooke & Bieler, adding an estimated $21.9M. The largest seller was Vanguard Group, cutting an estimated $24.3M.

  • 207 institutional investors held Winnebago Industries (WGO) as of Q4 2018, down from 220 in Q3 2018.
  • Funds reported $715M of Winnebago Industries stock for Q4 2018, down 22% quarter-over-quarter.
  • 31 funds opened new Winnebago Industries positions in Q4 2018 and 42 closed out, a net change of -11 holders.
  • The largest Winnebago Industries buyer in Q4 2018 was Cooke & Bieler, an estimated $21.9M added.
  • The largest Winnebago Industries seller in Q4 2018 was Vanguard Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2018.