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Winnebago Industries
WGO

252 hedge funds and large institutions have $1.8B invested in Winnebago Industries in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $1.49B → $1.8B (+$308M)

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

2% more funds holding

Funds holding: 246 → 252 (+6)

2.03% more ownership

Funds ownership: 86.3% → 88.33% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

11% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 87

42% less call options, than puts

Call options by funds: $23.3M | Put options by funds: $40M

Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
51
Increased
77
Reduced
87
Closed
44
Calls
$23.3M
Puts
$40M
Net Calls
-$16.7M
Net Calls Change
-$4.39M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$31.9M
2
Morgan Stanley
Morgan Stanley
New York
+$31.6M
3
CGM
Capital Growth Management
Massachusetts
+$21.5M
4
CCM
Candlestick Capital Management
Connecticut
+$17.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$12.1M

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$20.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$17.8M
3
Norges Bank
Norges Bank
Norway
-$13M
4
DCM
Driehaus Capital Management
Illinois
-$10M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$9.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
176
Amalgamated Bank
New York
$310K +$2.62K +48 +0.9%
Two Sigma Advisers
177
Two Sigma Advisers
New York
$306K +$278K +5,100 New
VWA
178
V Wealth Advisors
Kansas
$304K -$20.2K -371 -7%
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$302K +$22.4K +411 +9%
RHBC
180
R.H. Bluestein & Co
Michigan
$300K – – –
Stifel Financial
181
Stifel Financial
Missouri
$294K +$268K +4,905 New
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$290K +$264K +4,845 New
RJFSA
183
Raymond James Financial Services Advisors
Florida
$283K -$13K -238 -5%
Creative Planning
184
Creative Planning
Kansas
$283K +$23.7K +434 +10%
TRCT
185
Tower Research Capital (TRC)
New York
$274K -$818K -14,993 -77%
OQS
186
Occudo Quantitative Strategies
Florida
$269K +$244K +4,481 New
HA
187
Harfst & Associates
Wyoming
$230K +$210K +3,853 New
BCM
188
Bayesian Capital Management
New York
$229K -$239K -4,373 -53%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$229K – – –
Squarepoint
190
Squarepoint
New York
$228K -$3.32M -60,836 -94%
ECM
191
Everence Capital Management
Indiana
$223K +$203K +3,720 New
Parallax Volatility Advisers
192
Parallax Volatility Advisers
California
$214K -$169K -3,107 -47%
PA
193
Profund Advisors
Maryland
$214K +$194K +3,563 New
BAM
194
Blueshift Asset Management
New Jersey
$212K +$193K +3,530 New
SI
195
Stephens Inc
Arkansas
$210K +$191K +3,500 New
US Bancorp
196
US Bancorp
Minnesota
$206K -$21.8K -399 -10%
AR
197
Advisory Research
Illinois
$202K -$1.18M -21,598 -87%
Robeco Institutional Asset Management
198
Robeco Institutional Asset Management
Netherlands
$178K – – –
AIP
199
Ameritas Investment Partners
Nebraska
$164K – – –
PHK
200
Point72 Hong Kong
Hong Kong
$162K -$257K -4,709 -63%
6 7
8
9 10

WGO Hedge Fund Activity: Q4 2020 in Review

252 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2020, worth a combined $1.8B — up 21% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WGO positions and 44 closed out — a net gain of 7 holders — while 77 added to existing stakes and 87 trimmed.

The largest buyer was BlackRock, adding an estimated $31.9M. The largest seller was Marshall Wace, cutting an estimated $20.2M.

  • 252 institutional investors held Winnebago Industries (WGO) as of Q4 2020, up from 246 in Q3 2020.
  • Funds reported $1.8B of Winnebago Industries stock for Q4 2020, up 21% quarter-over-quarter.
  • 51 funds opened new Winnebago Industries positions in Q4 2020 and 44 closed out, a net change of +7 holders.
  • The largest Winnebago Industries buyer in Q4 2020 was BlackRock, an estimated $31.9M added.
  • The largest Winnebago Industries seller in Q4 2020 was Marshall Wace, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2020.