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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
PAM
176
Panagora Asset Management
Massachusetts
$30K
VCM
177
Versant Capital Management
Arizona
$25K -$588 -21 -3%
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$23K +$18.2K +650 New
YWP
179
YorkBridge Wealth Partners
New York
$20K +$15.4K +550 New
SSB
180
Sandy Spring Bank
Maryland
$14K +$11.2K +400 New
FIB
181
First Interstate Bank
Montana
$12K +$9.55K +341 New
AIM
182
Advantage Investment Management
Iowa
$11K
SWA
183
Sutton Wealth Advisors
Florida
$10.8K
HNB
184
Huntington National Bank
Ohio
$8K
RAM
185
Riggs Asset Management
Pennsylvania
$8K +$6.5K +232 New
Simplex Trading
186
Simplex Trading
Illinois
$7K -$107K -3,827 -95%
PA
187
Parallel Advisors
California
$7K
RCG
188
Ruggie Capital Group
Florida
$7K
BFEC
189
Benjamin F. Edwards & Company
Missouri
$7K +$28 +1 +0.5%
LWM
190
Lenox Wealth Management
Ohio
$6K +$4.51K +161 New
AG
191
Advisor Group
Arizona
$5K +$3.11K +111 +358%
SEI Investments
192
SEI Investments
Pennsylvania
$4K
TWA
193
TCI Wealth Advisors
Arizona
$3K
QI
194
QS Investors
New York
$1K
SP
195
Summit Partners
Massachusetts
-$67.1M -2,293,277 Closed
Renaissance Technologies
196
Renaissance Technologies
New York
-$6.13M -209,400 Closed
DCM
197
Driehaus Capital Management
Illinois
-$3.27M -111,911 Closed
JIR
198
James Investment Research
Ohio
-$1.71M -58,533 Closed
GCM
199
Graham Capital Management
Connecticut
-$1.65M -56,500 Closed
MWNA
200
Marshall Wace North America
New York
-$1.35M -46,529 Closed

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.