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Winnebago Industries

218 hedge funds and large institutions have $1.2B invested in Winnebago Industries in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

23% more capital invested

Capital invested by funds: $974M → $1.2B (+$224M)

5% more funds holding

Funds holding: 208218 (+10)

0.76% less ownership

Funds ownership: 97.79%97.03% (-0.76%)

28% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 75

42% less call options, than puts

Call options by funds: $9.98M | Put options by funds: $17.2M

Holders
218
Holders Change
+10
Holders Change %
+4.81%
% of All Funds
4.74%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
36
Increased
54
Reduced
75
Closed
23
Calls
$9.98M
Puts
$17.2M
Net Calls
-$7.26M
Net Calls Change
-$8.46M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$7K
CAM
202
ClariVest Asset Management
California
$5K -$2.08K -59 -33%
SIM
203
Sonora Investment Management
Arizona
$4K
TWA
204
TCI Wealth Advisors
Arizona
$4K
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$4K +$3.52K +100 New
Kayne Anderson Rudnick Investment Management
206
Kayne Anderson Rudnick Investment Management
California
$4K +$4.05K +115 New
TFO
207
Tarbox Family Office
California
$3K +$2.85K +81 New
GWM
208
Geneos Wealth Management
Colorado
$2K
PFBT
209
Parkside Financial Bank & Trust
Missouri
$2K
QCG
210
Quadrant Capital Group
Ohio
$2K
OAM
211
Oppenheimer Asset Management
New York
$2K +$1.76K +50 New
Parallax Volatility Advisers
212
Parallax Volatility Advisers
California
$2K +$2.04K +58 New
HGWM
213
Harvest Group Wealth Management
Massachusetts
$1K
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$1K
GT
215
Glenmede Trust
Pennsylvania
$97
WCA
216
Waratah Capital Advisors
Ontario, Canada
-$22.3M -715,030 Closed
CC
217
Carlson Capital
Texas
-$10.7M -342,410 Closed
Renaissance Technologies
218
Renaissance Technologies
New York
-$9.96M -319,800 Closed
GJL
219
Gendell Jeffrey L
-$7.48M -240,000 Closed
KJHP
220
K.J. Harrison & Partners
Ontario, Canada
-$1.02M -32,750 Closed
BAM
221
Blueshift Asset Management
New Jersey
-$670K -21,515 Closed
SAM
222
SignalPoint Asset Management
Missouri
-$566K -18,173 Closed
Toronto Dominion Bank
223
Toronto Dominion Bank
Ontario, Canada
-$529K -17,000 Closed
SEI Investments
224
SEI Investments
Pennsylvania
-$350K -11,244 Closed
HF
225
HRT Financial
New York
-$323K -10,388 Closed

WGO Hedge Fund Activity: Q2 2019 in Review

218 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2019, worth a combined $1.2B — up 23% from $974M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new WGO positions and 23 closed out — a net gain of 13 holders — while 54 added to existing stakes and 75 trimmed.

The largest buyer was Punch Card Management, adding an estimated $11.4M. The largest seller was Waratah Capital Advisors, exiting entirely with an estimated $22.3M sold.

  • 218 institutional investors held Winnebago Industries (WGO) as of Q2 2019, up from 208 in Q1 2019.
  • Funds reported $1.2B of Winnebago Industries stock for Q2 2019, up 23% quarter-over-quarter.
  • 36 funds opened new Winnebago Industries positions in Q2 2019 and 23 closed out, a net change of +13 holders.
  • The largest Winnebago Industries buyer in Q2 2019 was Punch Card Management, an estimated $11.4M added.
  • The largest Winnebago Industries seller in Q2 2019 was Waratah Capital Advisors, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2019.