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Winnebago Industries

231 hedge funds and large institutions have $1.48B invested in Winnebago Industries in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 84 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

23% more capital invested

Capital invested by funds: $1.2B → $1.48B (+$278M)

12% more funds holding

Funds holding: 207231 (+24)

0.94% less ownership

Funds ownership: 85.16%84.22% (-0.94%)

10% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 84

54% less call options, than puts

Call options by funds: $12.5M | Put options by funds: $26.9M

Holders
231
Holders Change
+24
Holders Change %
+11.59%
% of All Funds
5.24%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.23%
New
46
Increased
76
Reduced
84
Closed
21
Calls
$12.5M
Puts
$26.9M
Net Calls
-$14.4M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
201
Point72 Hong Kong
Hong Kong
$39K +$34.8K +693 New
BSG
202
Black Swift Group
Colorado
$28K +$25.1K +500 New
HNB
203
Huntington National Bank
Ohio
$25K
SSB
204
Sandy Spring Bank
Maryland
$22K
SWP
205
Stratos Wealth Partners
Ohio
$22K +$19.7K +392 New
AF
206
Allworth Financial
California
$18K +$15.8K +315 New
SWA
207
Sutton Wealth Advisors
Florida
$17.1K
LWM
208
Lenox Wealth Management
Ohio
$17K -$151 -3 -1%
AIM
209
Advantage Investment Management
Iowa
$17K
FIB
210
First Interstate Bank
Montana
$14K -$9.04K -180 -41%
GWM
211
Geneos Wealth Management
Colorado
$14K +$12.7K +252 New
WAM
212
Wealthspire Advisors (Maryland)
Maryland
$13K +$5.12K +102 +73%
VCM
213
Versant Capital Management
Arizona
$12K -$1.61K -32 -12%
BFEC
214
Benjamin F. Edwards & Company
Missouri
$12K +$50 +1 +0.5%
RCG
215
Ruggie Capital Group
Florida
$11K
IA
216
IFP Advisors
Florida
$11K +$10K +200 New
DCM
217
Delpha Capital Management
New York
$11K +$10.3K +206 New
PA
218
Parallel Advisors
California
$10K
TWA
219
TCI Wealth Advisors
Arizona
$5K
QCG
220
Quadrant Capital Group
Ohio
$3K
GAM
221
Gemmer Asset Management
California
$3K +$2.91K +58 New
SEI Investments
222
SEI Investments
Pennsylvania
$2K -$47.6K -948 -97%
CG
223
Cutler Group
California
$2K +$2.61K +52 New
PFBT
224
Parkside Financial Bank & Trust
Missouri
$1K
QI
225
QS Investors
New York
$1K

WGO Hedge Fund Activity: Q4 2017 in Review

231 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2017, worth a combined $1.48B — up 23% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new WGO positions and 21 closed out — a net gain of 25 holders — while 76 added to existing stakes and 84 trimmed.

The largest buyer was Timucuan Asset Management, opening a new position worth an estimated $61.2M. The largest seller was Cooke & Bieler, cutting an estimated $26.7M.

  • 231 institutional investors held Winnebago Industries (WGO) as of Q4 2017, up from 207 in Q3 2017.
  • Funds reported $1.48B of Winnebago Industries stock for Q4 2017, up 23% quarter-over-quarter.
  • 46 funds opened new Winnebago Industries positions in Q4 2017 and 21 closed out, a net change of +25 holders.
  • The largest Winnebago Industries buyer in Q4 2017 was Timucuan Asset Management, an estimated $61.2M added.
  • The largest Winnebago Industries seller in Q4 2017 was Cooke & Bieler, an estimated $26.7M sold.

Based on aggregated 13F filings for Q4 2017.