Winnebago Industries
WGO
256 hedge funds and large institutions have $2.33B invested in Winnebago Industries in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 112 reducing their positions, and 36 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more capital invested
Capital invested by funds: $1.89B → $2.33B (+$447M)
4.79% more ownership
Funds ownership: 104.71% → 109.5% (+4.8%)
0% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 36
0% less funds holding
Funds holding: 257 → 256 (-1)
44% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 112
57% less call options, than puts
Call options by funds: $81.3M | Put options by funds: $188M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$59.4M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$36.6M |
| 3 |
BPIH
Broad Peak Investment Holdings
Singapore
|
+$24.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$19M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
-$21.2M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$18.3M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$15.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.5M |
| 5 |
JGC
J. Goldman & Co
New York
|
-$8.97M |
WGO Hedge Fund Activity: Q4 2023 in Review
256 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2023, worth a combined $2.33B — up 24% from $1.89B a quarter earlier.
Fund positioning in WGO was balanced in Q4 2023: 36 funds opened new positions, 36 closed out, 63 added to existing stakes and 112 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $59.4M. The largest seller was Timucuan Asset Management, cutting an estimated $21.2M.
- 256 institutional investors held Winnebago Industries (WGO) as of Q4 2023, down from 257 in Q3 2023.
- Funds reported $2.33B of Winnebago Industries stock for Q4 2023, up 24% quarter-over-quarter.
- 36 funds opened new Winnebago Industries positions in Q4 2023 and 36 closed out, a net change of 0 holders.
- The largest Winnebago Industries buyer in Q4 2023 was Morgan Stanley, an estimated $59.4M added.
- The largest Winnebago Industries seller in Q4 2023 was Timucuan Asset Management, an estimated $21.2M sold.
Based on aggregated 13F filings for Q4 2023.