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Winnebago Industries

218 hedge funds and large institutions have $1.2B invested in Winnebago Industries in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

23% more capital invested

Capital invested by funds: $974M → $1.2B (+$224M)

5% more funds holding

Funds holding: 208218 (+10)

0.76% less ownership

Funds ownership: 97.79%97.03% (-0.76%)

28% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 75

42% less call options, than puts

Call options by funds: $9.98M | Put options by funds: $17.2M

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
36
Increased
54
Reduced
75
Closed
23
Calls
$9.98M
Puts
$17.2M
Net Calls
-$7.26M
Net Calls Change
-$8.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$276K -$20.5K -583 -8%
6M
152
6 Meridian
Kansas
$275K +$3.55K +101 +1%
RHBC
153
R.H. Bluestein & Co
Michigan
$271K
JIR
154
James Investment Research
Ohio
$267K -$501K -14,230 -67%
BCM
155
Brasada Capital Management
Texas
$263K +$45.7K +1,300 +24%
LPL Financial
156
LPL Financial
California
$260K +$237K +6,727 New
Tudor Investment Corp
157
Tudor Investment Corp
Connecticut
$254K +$231K +6,579 New
BC
158
Burney Company
Virginia
$245K -$84.6K -2,405 -27%
MCIM
159
Meadow Creek Investment Management
Georgia
$230K
XK
160
Xact Kapitalforvaltning
Sweden
$230K +$209K +5,944 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$229K
GCP
162
GSA Capital Partners
United Kingdom
$226K +$206K +5,854 New
HSBC Holdings
163
HSBC Holdings
United Kingdom
$223K -$1.28M -36,291 -86%
OC
164
Oppenheimer & Co
New York
$223K -$310K -8,819 -60%
AB
165
Amalgamated Bank
New York
$214K +$195K +5,538 New
EP
166
Elkfork Partners
Oregon
$189K
FA
167
Fortis Advisors
Pennsylvania
$188K +$171K +4,852 New
JCM
168
Jacobi Capital Management
Pennsylvania
$184K
RCM
169
Riverhead Capital Management
Delaware
$173K
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$164K -$81.2K -2,308 -35%
AAM
171
Advisors Asset Management
Colorado
$153K -$5.56K -158 -4%
GHCM
172
Glen Harbor Capital Management
California
$149K
ASN
173
Advisory Services Network
Georgia
$144K +$132K +3,738 New
SG Americas Securities
174
SG Americas Securities
New York
$128K -$202K -5,743 -64%
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K

WGO Hedge Fund Activity: Q2 2019 in Review

218 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2019, worth a combined $1.2B — up 23% from $974M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WGO positions and 23 closed out — a net gain of 13 holders — while 54 added to existing stakes and 75 trimmed.

The largest buyer was Punch Card Management, adding an estimated $11.4M. The largest seller was Waratah Capital Advisors, exiting entirely with an estimated $22.3M sold.

  • 218 institutional investors held Winnebago Industries (WGO) as of Q2 2019, up from 208 in Q1 2019.
  • Funds reported $1.2B of Winnebago Industries stock for Q2 2019, up 23% quarter-over-quarter.
  • 36 funds opened new Winnebago Industries positions in Q2 2019 and 23 closed out, a net change of +13 holders.
  • The largest Winnebago Industries buyer in Q2 2019 was Punch Card Management, an estimated $11.4M added.
  • The largest Winnebago Industries seller in Q2 2019 was Waratah Capital Advisors, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2019.