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Winnebago Industries

231 hedge funds and large institutions have $1.48B invested in Winnebago Industries in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 84 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

23% more capital invested

Capital invested by funds: $1.2B → $1.48B (+$278M)

12% more funds holding

Funds holding: 207231 (+24)

0.94% less ownership

Funds ownership: 85.16%84.22% (-0.94%)

10% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 84

54% less call options, than puts

Call options by funds: $12.5M | Put options by funds: $26.9M

Holders
231
Holders Change
+24
Holders Change %
+11.59%
% of All Funds
5.24%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.23%
New
46
Increased
76
Reduced
84
Closed
21
Calls
$12.5M
Puts
$26.9M
Net Calls
-$14.4M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
176
Victory Capital Management
Texas
$214K +$16.8K +334 +10%
ECM
177
Everence Capital Management
Indiana
$207K +$187K +3,730 New
William Blair & Company
178
William Blair & Company
Illinois
$201K -$100K -2,000 -36%
EP
179
Elkfork Partners
Oregon
$194K +$32.3K +644 +23%
LIA
180
LS Investment Advisors
Michigan
$192K -$6.78K -135 -4%
RCM
181
Riverhead Capital Management
Delaware
$182K +$30.1K +600 +22%
NIT
182
NumerixS Investment Technologies
British Columbia, Canada
$156K +$35.1K +700 +33%
AIP
183
Ameritas Investment Partners
Nebraska
$154K
GHCM
184
Glen Harbor Capital Management
California
$153K +$25.4K +506 +23%
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$145K +$3.31K +66 +3%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$142K +$28.2K +562 +28%
AIS
187
AlphaOne Investment Services
Pennsylvania
$120K -$75.1K -1,495 -41%
CCS
188
Crosspoint Capital Strategies
California
$120K +$10.8K +216 New
CMBA
189
C.M. Bidwell & Associates
Hawaii
$120K +$108K +2,155 New
NA
190
Neuburgh Advisers
California
$111K +$18.5K +368 +23%
HSA
191
Hussman Strategic Advisors
Maryland
$95K -$65.3K -1,300 -43%
WTC
192
WhitTier Trust Company
Nevada
$91K +$19.3K +385 +31%
Ohio Public Employees Retirement System (OPERS)
193
Ohio Public Employees Retirement System (OPERS)
Ohio
$85K +$18.6K +370 +32%
RWA
194
Ropes Wealth Advisors
Massachusetts
$83K +$75.3K +1,500 New
FMA
195
FNY Managed Accounts
New York
$71K +$64.9K +1,292 New
GWS
196
Glassman Wealth Services
Virginia
$56K +$50.2K +1,000 New
TRCT
197
Tower Research Capital (TRC)
New York
$51K -$199K -3,965 -81%
PG
198
PEAK6 Group
Illinois
$50K +$44.8K +892 New
PAM
199
Panagora Asset Management
Massachusetts
$47K
AG
200
Advisor Group
Arizona
$43K +$14.5K +288 +60%

WGO Hedge Fund Activity: Q4 2017 in Review

231 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2017, worth a combined $1.48B — up 23% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new WGO positions and 21 closed out — a net gain of 25 holders — while 76 added to existing stakes and 84 trimmed.

The largest buyer was Timucuan Asset Management, opening a new position worth an estimated $61.2M. The largest seller was Cooke & Bieler, cutting an estimated $26.7M.

  • 231 institutional investors held Winnebago Industries (WGO) as of Q4 2017, up from 207 in Q3 2017.
  • Funds reported $1.48B of Winnebago Industries stock for Q4 2017, up 23% quarter-over-quarter.
  • 46 funds opened new Winnebago Industries positions in Q4 2017 and 21 closed out, a net change of +25 holders.
  • The largest Winnebago Industries buyer in Q4 2017 was Timucuan Asset Management, an estimated $61.2M added.
  • The largest Winnebago Industries seller in Q4 2017 was Cooke & Bieler, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2017.