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Winnebago Industries

264 hedge funds and large institutions have $2.07B invested in Winnebago Industries in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 82 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 82

0.64% more ownership

Funds ownership: 89.93%90.57% (+0.64%)

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

0% less funds holding

Funds holding: 265264 (-1)

11% less capital invested

Capital invested by funds: $2.32B → $2.07B (-$251M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less call options, than puts

Call options by funds: $62.4M | Put options by funds: $126M

Holders
264
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
93
Reduced
82
Closed
43
Calls
$62.4M
Puts
$126M
Net Calls
-$63.7M
Net Calls Change
-$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
151
Oppenheimer & Co
New York
$581K -$619K -8,388 -50%
CIC
152
Cornercap Investment Counsel
Georgia
$574K +$2.29K +31 +0.4%
EAM
153
Eukles Asset Management
Ohio
$538K +$66.2K +897 +13%
AFAS
154
Acorn Financial Advisory Services
Virginia
$532K +$1.85K +25 +0.3%
CBA
155
Coastal Bridge Advisors
Connecticut
$530K
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$505K +$73.2K +991 +15%
FIM
157
Freedom Investment Management
Connecticut
$482K -$17.5K -237 -3%
Walleye Trading
158
Walleye Trading
New York
$464K -$96.4K -1,305 -16%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$452K +$51.7K +700 +12%
PP
160
Paloma Partners
Connecticut
$446K -$869K -11,764 -64%
Creative Planning
161
Creative Planning
Kansas
$442K +$76.8K +1,040 +19%
Two Sigma Investments
162
Two Sigma Investments
New York
$432K +$469K +6,354 New
BC
163
Barnett & Company
Tennessee
$425K
QI
164
QS Investors
New York
$422K -$214K -2,900 -32%
RJFSA
165
Raymond James Financial Services Advisors
Florida
$397K -$21.6K -293 -5%
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$371K
Acadian Asset Management
167
Acadian Asset Management
Massachusetts
$368K +$281K +3,807 +237%
FRM
168
Fox Run Management
Connecticut
$354K +$385K +5,216 New
RHBC
169
R.H. Bluestein & Co
Michigan
$340K -$7.38K -100 -2%
Millennium Management
170
Millennium Management
New York
$329K -$3.5M -47,384 -91%
MOACM
171
Mutual of America Capital Management
New York
$325K +$19.9K +270 +6%
HSBC Holdings
172
HSBC Holdings
United Kingdom
$318K -$248K -3,357 -42%
GC
173
Guggenheim Capital
Illinois
$312K -$174K -2,360 -34%
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$312K -$68.4K -927 -17%
EGM
175
Engineers Gate Manager
New York
$309K -$157K -2,127 -32%

WGO Hedge Fund Activity: Q2 2021 in Review

264 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2021, worth a combined $2.07B — down 11% from $2.32B a quarter earlier.

Fund positioning in WGO was balanced in Q2 2021: 43 funds opened new positions, 43 closed out, 93 added to existing stakes and 82 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $14M. The largest seller was Capital Growth Management, exiting entirely with an estimated $23.4M sold.

  • 264 institutional investors held Winnebago Industries (WGO) as of Q2 2021, down from 265 in Q1 2021.
  • Funds reported $2.07B of Winnebago Industries stock for Q2 2021, down 11% quarter-over-quarter.
  • 43 funds opened new Winnebago Industries positions in Q2 2021 and 43 closed out, a net change of 0 holders.
  • The largest Winnebago Industries buyer in Q2 2021 was Cooke & Bieler, an estimated $14M added.
  • The largest Winnebago Industries seller in Q2 2021 was Capital Growth Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2021.