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Winnebago Industries

196 hedge funds and large institutions have $949M invested in Winnebago Industries in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 83 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 35

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

20% more capital invested

Capital invested by funds: $790M → $949M (+$160M)

7% more funds holding

Funds holding: 183196 (+13)

2% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $10.4M

0.4% more ownership

Funds ownership: 85.47%85.87% (+0.4%)

Holders
196
Holders Change
+13
Holders Change %
+7.1%
% of All Funds
4.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
41
Increased
83
Reduced
35
Closed
27
Calls
$10.6M
Puts
$10.4M
Net Calls
+$228K
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$197K +$157K +5,620 New
SOADOR
152
State of Alaska Department of Revenue
Alaska
$183K +$64.5K +2,303 +79%
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$164K
SIAP
154
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$140K
Victory Capital Management
155
Victory Capital Management
Texas
$125K +$15K +536 +18%
PI
156
PineBridge Investments
New York
$123K +$980 +35 +1%
LTFS
157
Ladenburg Thalmann Financial Services
Florida
$118K -$33.9K -1,210 -26%
SG Americas Securities
158
SG Americas Securities
New York
$107K +$85.6K +3,057 New
HSA
159
Hussman Strategic Advisors
Maryland
$105K
LIA
160
LS Investment Advisors
Michigan
$98K
AIP
161
Ameritas Investment Partners
Nebraska
$97K +$19.3K +688 +33%
GT
162
Glenmede Trust
Pennsylvania
$96K
MCIM
163
Meadow Creek Investment Management
Georgia
$96K +$26.7K +952 +53%
RA
164
Rational Advisors
New York
$95K +$75.6K +2,700 New
AIM
165
Acrospire Investment Management
Illinois
$90K +$14K +500 +24%
EP
166
Elkfork Partners
Oregon
$79K +$22K +784 +53%
RCM
167
Riverhead Capital Management
Delaware
$76K +$24.2K +863 +66%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$70K +$9.69K +346 +21%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70K +$56K +2,000 New
GHCM
170
Glen Harbor Capital Management
California
$62K +$17.3K +616 +53%
TRCT
171
Tower Research Capital (TRC)
New York
$55K +$19K +680 +76%
NA
172
Neuburgh Advisers
California
$45K +$12.6K +448 +53%
WTC
173
WhitTier Trust Company
Nevada
$42K +$17.8K +636 +115%
Creative Planning
174
Creative Planning
Kansas
$40K
WA
175
WFG Advisors
Texas
$35K -$54.5K -1,946 -66%

WGO Hedge Fund Activity: Q2 2017 in Review

196 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2017, worth a combined $949M — up 20% from $790M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WGO positions and 27 closed out — a net gain of 14 holders — while 83 added to existing stakes and 35 trimmed.

The largest buyer was Rice Hall James & Associates, opening a new position worth an estimated $10.7M. The largest seller was Summit Partners, exiting entirely with an estimated $67.1M sold.

  • 196 institutional investors held Winnebago Industries (WGO) as of Q2 2017, up from 183 in Q1 2017.
  • Funds reported $949M of Winnebago Industries stock for Q2 2017, up 20% quarter-over-quarter.
  • 41 funds opened new Winnebago Industries positions in Q2 2017 and 27 closed out, a net change of +14 holders.
  • The largest Winnebago Industries buyer in Q2 2017 was Rice Hall James & Associates, an estimated $10.7M added.
  • The largest Winnebago Industries seller in Q2 2017 was Summit Partners, an estimated $67.1M sold.

Based on aggregated 13F filings for Q2 2017.