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Winnebago Industries
WGO

207 hedge funds and large institutions have $715M invested in Winnebago Industries in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 64

4.62% more ownership

Funds ownership: 87.65% → 92.27% (+4.6%)

6% less funds holding

Funds holding: 220 → 207 (-13)

15% less call options, than puts

Call options by funds: $8.14M | Put options by funds: $9.61M

22% less capital invested

Capital invested by funds: $917M → $715M (-$201M)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
207
Holders Change
-13
Holders Change %
-5.91%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
73
Reduced
64
Closed
42
Calls
$8.14M
Puts
$9.61M
Net Calls
-$1.47M
Net Calls Change
+$489K

Top Buyers

Rank Fund Capital Flow
1
CB
Cooke & Bieler
Pennsylvania
+$21.9M
2
Capital World Investors
Capital World Investors
California
+$17.2M
3
RA
Royce & Associates
New York
+$13.1M
4
Renaissance Technologies
Renaissance Technologies
New York
+$11.8M
5
Morgan Stanley
Morgan Stanley
New York
+$9.3M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$24.3M
2
TCM
Tygh Capital Management
Oregon
-$5.28M
3
Franklin Resources
Franklin Resources
California
-$5.16M
4
Millennium Management
Millennium Management
New York
-$4.97M
5
SAM
Scopus Asset Management
New York
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
176
Mutual of America Capital Management
New York
$17K +$4.53K +171 +31%
WTC
177
WhitTier Trust Company
Nevada
$16K -$87.6K -3,306 -84%
SWA
178
Sutton Wealth Advisors
Florida
$12.5K +$5.51K +208 +68%
LWM
179
Lenox Wealth Management
Ohio
$10K +$636 +24 +6%
NWM
180
Northwest Wealth Management
Iowa
$9K – – –
AF
181
Allworth Financial
California
$8K – – –
BBHC
182
Brown Brothers Harriman & Co
New York
$7K – – –
Macquarie Group
183
Macquarie Group
Australia
$7K +$7.95K +300 New
BFEC
184
Benjamin F. Edwards & Company
Missouri
$5K – – –
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.41K +204 New
PA
186
Parallel Advisors
California
$4K – – –
SSB
187
Sandy Spring Bank
Maryland
$4K – – –
VCM
188
Versant Capital Management
Arizona
$4K – – –
CFGS
189
Concourse Financial Group Securities
Alabama
$3K +$1.17K +44 +46%
TWA
190
TCI Wealth Advisors
Arizona
$2K – – –
WAM
191
Wealthspire Advisors (Maryland)
Maryland
$2K +$53 +2 +2%
FGC
192
Financial Gravity Companies
Texas
$2K +$1.72K +65 New
JA
193
JOYN Advisors
Georgia
$2K +$1.8K +68 New
PCM
194
Prelude Capital Management
New York
$2K +$2.09K +79 New
BNP Paribas Financial Markets
195
BNP Paribas Financial Markets
France
$1.77K -$216K -8,150 -99%
PCG
196
Private Capital Group
Connecticut
$1K -$4.88K -184 -81%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$1K -$424 -16 -28%
GWM
198
Geneos Wealth Management
Colorado
$1K – – –
QI
199
QS Investors
New York
$1K – – –
QCG
200
Quadrant Capital Group
Ohio
$1K – – –
6 7
8
9 10

WGO Hedge Fund Activity: Q4 2018 in Review

207 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2018, worth a combined $715M — down 22% from $917M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of WGO and 31 opened new positions — a net loss of 11 holders — while 64 trimmed existing stakes and 73 added.

The largest buyer was Cooke & Bieler, adding an estimated $21.9M. The largest seller was Vanguard Group, cutting an estimated $24.3M.

  • 207 institutional investors held Winnebago Industries (WGO) as of Q4 2018, down from 220 in Q3 2018.
  • Funds reported $715M of Winnebago Industries stock for Q4 2018, down 22% quarter-over-quarter.
  • 31 funds opened new Winnebago Industries positions in Q4 2018 and 42 closed out, a net change of -11 holders.
  • The largest Winnebago Industries buyer in Q4 2018 was Cooke & Bieler, an estimated $21.9M added.
  • The largest Winnebago Industries seller in Q4 2018 was Vanguard Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2018.