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Winnebago Industries

218 hedge funds and large institutions have $1.2B invested in Winnebago Industries in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

23% more capital invested

Capital invested by funds: $974M → $1.2B (+$224M)

5% more funds holding

Funds holding: 208218 (+10)

0.76% less ownership

Funds ownership: 97.79%97.03% (-0.76%)

28% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 75

42% less call options, than puts

Call options by funds: $9.98M | Put options by funds: $17.2M

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
36
Increased
54
Reduced
75
Closed
23
Calls
$9.98M
Puts
$17.2M
Net Calls
-$7.26M
Net Calls Change
-$8.46M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$119K +$4.61K +131 +4%
NA
177
Neuburgh Advisers
California
$108K
AIP
178
Ameritas Investment Partners
Nebraska
$100K
Victory Capital Management
179
Victory Capital Management
Texas
$98K -$155K -4,410 -63%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$89K
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$65K
Walleye Trading
182
Walleye Trading
New York
$50K +$45.5K +1,294 New
NFG
183
Next Financial Group
Texas
$42K +$38.1K +1,084 New
MOACM
184
Mutual of America Capital Management
New York
$40K +$7.21K +205 +25%
LWCFA
185
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K
QT
186
Quantamental Technologies
New York
$36K -$266K -7,554 -89%
LIA
187
LS Investment Advisors
Michigan
$35K
PAM
188
Panagora Asset Management
Massachusetts
$33K
TRCT
189
Tower Research Capital (TRC)
New York
$26K -$642K -18,260 -97%
PCP
190
Proficio Capital Partners
Massachusetts
$26K +$880 +25 +4%
VCM
191
Versant Capital Management
Arizona
$23K -$8.27K -235 -28%
LWM
192
Lenox Wealth Management
Ohio
$20K +$1.58K +45 +9%
CCM
193
Copeland Capital Management
Pennsylvania
$19K
MAM
194
Meeder Asset Management
Ohio
$17K +$15.7K +446 New
WT
195
Whittier Trust
California
$15K
BCI
196
Brinker Capital Investments
Pennsylvania
$13K +$7.42K +211 +179%
AF
197
Allworth Financial
California
$12K
SWA
198
Sutton Wealth Advisors
Florida
$11.9K
PCG
199
Private Capital Group
Connecticut
$9K +$774 +22 +12%
BFEC
200
Benjamin F. Edwards & Company
Missouri
$8K +$35 +1 +0.5%

WGO Hedge Fund Activity: Q2 2019 in Review

218 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2019, worth a combined $1.2B — up 23% from $974M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WGO positions and 23 closed out — a net gain of 13 holders — while 54 added to existing stakes and 75 trimmed.

The largest buyer was Punch Card Management, adding an estimated $11.4M. The largest seller was Waratah Capital Advisors, exiting entirely with an estimated $22.3M sold.

  • 218 institutional investors held Winnebago Industries (WGO) as of Q2 2019, up from 208 in Q1 2019.
  • Funds reported $1.2B of Winnebago Industries stock for Q2 2019, up 23% quarter-over-quarter.
  • 36 funds opened new Winnebago Industries positions in Q2 2019 and 23 closed out, a net change of +13 holders.
  • The largest Winnebago Industries buyer in Q2 2019 was Punch Card Management, an estimated $11.4M added.
  • The largest Winnebago Industries seller in Q2 2019 was Waratah Capital Advisors, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2019.