Winnebago Industries
WGO
146 hedge funds and large institutions have $588M invested in Winnebago Industries in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 20 closing their positions.
20% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 20
18% more call options, than puts
Call options by funds: $3.77M | Put options by funds: $3.2M
3% more funds holding
Funds holding: 142 → 146 (+4)
4% more capital invested
Capital invested by funds: $565M → $588M (+$23.1M)
1.58% less ownership
Funds ownership: 78.08% → 76.5% (-1.6%)
18% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 57
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Rainier Investment Management
Seattle,
Washington
|
+$14M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$12.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.7M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$9.63M |
| 5 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
+$9.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$30.2M |
| 2 |
RA
Royce & Associates
New York
|
-$12.1M |
| 3 |
KG
Killen Group
Berwyn,
Pennsylvania
|
-$9.99M |
| 4 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$5.85M |
| 5 |
BCMNY
Buckingham Capital Management (New York)
New York
|
-$5.69M |
WGO Hedge Fund Activity: Q4 2013 in Review
146 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2013, worth a combined $588M — up 4.1% from $565M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new WGO positions and 20 closed out — a net gain of 4 holders — while 47 added to existing stakes and 57 trimmed.
The largest buyer was Rainier Investment Management, opening a new position worth an estimated $14M. The largest seller was Capital World Investors, exiting entirely with an estimated $30.2M sold.
- 146 institutional investors held Winnebago Industries (WGO) as of Q4 2013, up from 142 in Q3 2013.
- Funds reported $588M of Winnebago Industries stock for Q4 2013, up 4.1% quarter-over-quarter.
- 24 funds opened new Winnebago Industries positions in Q4 2013 and 20 closed out, a net change of +4 holders.
- The largest Winnebago Industries buyer in Q4 2013 was Rainier Investment Management, an estimated $14M added.
- The largest Winnebago Industries seller in Q4 2013 was Capital World Investors, an estimated $30.2M sold.
Based on aggregated 13F filings for Q4 2013.