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Winnebago Industries
WGO

207 hedge funds and large institutions have $715M invested in Winnebago Industries in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 64

4.62% more ownership

Funds ownership: 87.65% → 92.27% (+4.6%)

6% less funds holding

Funds holding: 220 → 207 (-13)

15% less call options, than puts

Call options by funds: $8.14M | Put options by funds: $9.61M

22% less capital invested

Capital invested by funds: $917M → $715M (-$201M)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
207
Holders Change
-13
Holders Change %
-5.91%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
31
Increased
73
Reduced
64
Closed
42
Calls
$8.14M
Puts
$9.61M
Net Calls
-$1.47M
Net Calls Change
+$489K

Top Buyers

Rank Fund Capital Flow
1
CB
Cooke & Bieler
Pennsylvania
+$21.9M
2
Capital World Investors
Capital World Investors
California
+$17.2M
3
RA
Royce & Associates
New York
+$13.1M
4
Renaissance Technologies
Renaissance Technologies
New York
+$11.8M
5
Morgan Stanley
Morgan Stanley
New York
+$9.3M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$24.3M
2
TCM
Tygh Capital Management
Oregon
-$5.28M
3
Franklin Resources
Franklin Resources
California
-$5.16M
4
Millennium Management
Millennium Management
New York
-$4.97M
5
SAM
Scopus Asset Management
New York
-$4.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$1K +$530 +20 +83%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.51K +57 New
GT
203
Glenmede Trust
Pennsylvania
$60 +$67.1K +2,533 New
TCM
204
Tygh Capital Management
Oregon
– -$5.28M -159,393 Closed
Millennium Management
205
Millennium Management
New York
– -$4.97M -149,993 Closed
SAM
206
Scopus Asset Management
New York
– -$4.81M -145,000 Closed
LCM
207
Landscape Capital Management
New Jersey
– -$4.6M -123,824 Closed
Capital Fund Management (CFM)
208
Capital Fund Management (CFM)
France
– -$3.81M -115,000 Closed
HJMC
209
Hellman Jordan Management Company
Massachusetts
– -$3.08M -93,030 Closed
SCA
210
Secor Capital Advisors
New York
– -$2.96M -89,157 Closed
CCMG
211
Clark Capital Management Group
Pennsylvania
– -$1.69M -51,014 Closed
OAM
212
Oxford Asset Management
United Kingdom
– -$1.68M -49,646 Closed
MM
213
Midas Management
New York
– -$1.57M -47,500 Closed
Bank of Nova Scotia
214
Bank of Nova Scotia
Ontario, Canada
– -$1.04M -31,282 Closed
JIR
215
James Investment Research
Ohio
– -$746K -22,495 Closed
TFA
216
Toth Financial Advisory
Virginia
– -$713K -21,500 Closed
GC
217
Guggenheim Capital
Illinois
– -$628K -18,948 Closed
RJA
218
Raymond James & Associates
Florida
– -$611K -18,430 Closed
CCP
219
Cyrus Capital Partners
New York
– -$573K -17,300 Closed
OSAM
220
O'Shaughnessy Asset Management
Connecticut
– -$408K -15,396 -100%
Creative Planning
221
Creative Planning
Kansas
– -$504K -15,197 Closed
AIM
222
Assured Investment Management
New York
– -$473K -14,274 Closed
Tudor Investment Corp
223
Tudor Investment Corp
Connecticut
– -$389K -11,725 Closed
SG Americas Securities
224
SG Americas Securities
New York
– -$291K -8,768 Closed
CCM
225
Check Capital Management
California
– -$288K -8,700 Closed
6 7 8
9
10

WGO Hedge Fund Activity: Q4 2018 in Review

207 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2018, worth a combined $715M — down 22% from $917M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of WGO and 31 opened new positions — a net loss of 11 holders — while 64 trimmed existing stakes and 73 added.

The largest buyer was Cooke & Bieler, adding an estimated $21.9M. The largest seller was Vanguard Group, cutting an estimated $24.3M.

  • 207 institutional investors held Winnebago Industries (WGO) as of Q4 2018, down from 220 in Q3 2018.
  • Funds reported $715M of Winnebago Industries stock for Q4 2018, down 22% quarter-over-quarter.
  • 31 funds opened new Winnebago Industries positions in Q4 2018 and 42 closed out, a net change of -11 holders.
  • The largest Winnebago Industries buyer in Q4 2018 was Cooke & Bieler, an estimated $21.9M added.
  • The largest Winnebago Industries seller in Q4 2018 was Vanguard Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2018.