Winnebago Industries
WGO
229 hedge funds and large institutions have $1.65B invested in Winnebago Industries in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 18 closing their positions.
200% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 18
43% more capital invested
Capital invested by funds: $1.15B → $1.65B (+$499M)
33% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 57
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more call options, than puts
Call options by funds: $17.7M | Put options by funds: $14.9M
15% more funds holding
Funds holding: 200 → 229 (+29)
2.35% less ownership
Funds ownership: 94.6% → 92.24% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$17.7M |
| 2 |
SC
Shellback Capital
Boston,
Massachusetts
|
+$17.5M |
| 3 |
Goldman Sachs
New York
|
+$16M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$14.6M |
| 5 |
Millennium Management
New York
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$26.9M |
| 2 |
JLBC
J.L. Bainbridge & Co
Sarasota,
Florida
|
-$25.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.4M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$11.7M |
| 5 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
-$8.95M |
WGO Hedge Fund Activity: Q4 2019 in Review
229 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2019, worth a combined $1.65B — up 43% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new WGO positions and 18 closed out — a net gain of 36 holders — while 76 added to existing stakes and 57 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $17.7M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $26.9M.
- 229 institutional investors held Winnebago Industries (WGO) as of Q4 2019, up from 200 in Q3 2019.
- Funds reported $1.65B of Winnebago Industries stock for Q4 2019, up 43% quarter-over-quarter.
- 54 funds opened new Winnebago Industries positions in Q4 2019 and 18 closed out, a net change of +36 holders.
- The largest Winnebago Industries buyer in Q4 2019 was Bank of Montreal, an estimated $17.7M added.
- The largest Winnebago Industries seller in Q4 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $26.9M sold.
Based on aggregated 13F filings for Q4 2019.