Winnebago Industries
WGO
189 hedge funds and large institutions have $861M invested in Winnebago Industries in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 52 increasing their positions, 59 reducing their positions, and 24 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
146% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 24
75% more call options, than puts
Call options by funds: $6.26M | Put options by funds: $3.57M
47% more capital invested
Capital invested by funds: $585M → $861M (+$276M)
20% more funds holding
Funds holding: 157 → 189 (+32)
7.32% more ownership
Funds ownership: 92.73% → 100.06% (+7.3%)
12% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Summit Partners
Boston,
Massachusetts
|
+$71.4M |
| 2 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
+$9.06M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$7.17M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$6.52M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$5.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$16.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$9.06M |
| 3 |
RA
Royce & Associates
New York
|
-$7.37M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$6.75M |
| 5 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$6.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KPF
201
K2 Principal Fund
Toronto,
Ontario, Canada
| – | -$471K | -20,000 | Closed |
|
|
LCP
202
Lombardia Capital Partners
Pasadena,
California
| – | -$406K | -17,241 | Closed |
|
203
UBS AM
Chicago,
Illinois
| – | -$363K | -15,399 | Closed |
|
|
HCM
204
Highbridge Capital Management
New York
| – | -$287K | -12,212 | Closed |
|
|
KJHP
205
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| – | -$236K | -10,000 | Closed |
|
206
Group One Trading
Chicago,
Illinois
| – | -$106K | -4,489 | Closed |
|
|
AIM
207
Acrospire Investment Management
Chicago,
Illinois
| – | -$27K | -1,148 | Closed |
|
|
CG
208
Cutler Group
San Francisco,
California
| – | -$32.2K | -1,032 | Closed |
|
|
IUHSA
209
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$10K | -410 | Closed |
|
|
IA
210
IFP Advisors
Tampa,
Florida
| – | -$7K | -280 | Closed |
|
|
GWM
211
Geneos Wealth Management
Englewood,
Colorado
| – | -$4K | -207 | Closed |
|
|
JFA
212
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$2K | -100 | Closed |
|
|
S
213
SignatureFD
Atlanta,
Georgia
| – | -$2K | -100 | Closed |
|
WGO Hedge Fund Activity: Q4 2016 in Review
189 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2016, worth a combined $861M — up 47% from $585M a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new WGO positions and 24 closed out — a net gain of 35 holders — while 52 added to existing stakes and 59 trimmed.
The largest buyer was Summit Partners, opening a new position worth an estimated $71.4M. The largest seller was Cooke & Bieler, cutting an estimated $16.8M.
- 189 institutional investors held Winnebago Industries (WGO) as of Q4 2016, up from 157 in Q3 2016.
- Funds reported $861M of Winnebago Industries stock for Q4 2016, up 47% quarter-over-quarter.
- 59 funds opened new Winnebago Industries positions in Q4 2016 and 24 closed out, a net change of +35 holders.
- The largest Winnebago Industries buyer in Q4 2016 was Summit Partners, an estimated $71.4M added.
- The largest Winnebago Industries seller in Q4 2016 was Cooke & Bieler, an estimated $16.8M sold.
Based on aggregated 13F filings for Q4 2016.