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Winnebago Industries

265 hedge funds and large institutions have $2.32B invested in Winnebago Industries in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 96 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 34

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more capital invested

Capital invested by funds: $1.8B → $2.32B (+$519M)

22% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $25M

5% more funds holding

Funds holding: 252265 (+13)

1.6% more ownership

Funds ownership: 88.33%89.93% (+1.6%)

22% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 96

Holders
265
Holders Change
+13
Holders Change %
+5.16%
% of All Funds
4.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
49
Increased
75
Reduced
96
Closed
34
Calls
$30.4M
Puts
$25M
Net Calls
+$5.4M
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
201
Choreo LLC
Illinois
$251K +$236K +3,277 New
PHK
202
Point72 Hong Kong
Hong Kong
$242K +$31.7K +439 +16%
US Bancorp
203
US Bancorp
Minnesota
$240K -$22.6K -313 -9%
IWM
204
IHT Wealth Management
Illinois
$239K +$225K +3,113 New
QIM
205
Quantitative Investment Management
Virginia
$235K +$221K +3,067 New
BB
206
Busey Bank
Illinois
$230K +$216K +3,000 New
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$229K
Robeco Institutional Asset Management
208
Robeco Institutional Asset Management
Netherlands
$228K
YIH
209
Y-Intercept (HK)
Hong Kong
$226K +$212K +2,943 New
Parallax Volatility Advisers
210
Parallax Volatility Advisers
California
$222K -$48.4K -671 -19%
AR
211
Advisory Research
Illinois
$219K -$36.7K -508 -15%
MPM
212
Meritage Portfolio Management
Kansas
$218K +$205K +2,845 New
CW
213
CreativeOne Wealth
Kansas
$201K +$189K +2,620 New
AIP
214
Ameritas Investment Partners
Nebraska
$194K -$14.4K -199 -7%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$168K +$110K +1,519 +226%
NICM
216
Neo Ivy Capital Management
New York
$157K +$147K +2,043 New
ICM
217
Islay Capital Management
Texas
$152K +$143K +1,979 New
Acadian Asset Management
218
Acadian Asset Management
Massachusetts
$123K +$40.8K +566 +54%
LSA
219
Leonteq Securities AG
Switzerland
$120K +$113K +1,569 New
GWM
220
Geneos Wealth Management
Colorado
$120K +$505 +7 +0.5%
NFG
221
Next Financial Group
Texas
$106K +$100K +1,386 New
EVM
222
Eaton Vance Management
Massachusetts
$105K +$98.5K +1,365 New
Ohio Public Employees Retirement System (OPERS)
223
Ohio Public Employees Retirement System (OPERS)
Ohio
$96K +$6.49K +90 +8%
Macquarie Group
224
Macquarie Group
Australia
$86K -$26.8K -371 -25%
GC
225
Globeflex Capital
California
$69K

WGO Hedge Fund Activity: Q1 2021 in Review

265 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2021, worth a combined $2.32B — up 29% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WGO positions and 34 closed out — a net gain of 15 holders — while 75 added to existing stakes and 96 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $45.3M. The largest seller was Morgan Stanley, cutting an estimated $38.8M.

  • 265 institutional investors held Winnebago Industries (WGO) as of Q1 2021, up from 252 in Q4 2020.
  • Funds reported $2.32B of Winnebago Industries stock for Q1 2021, up 29% quarter-over-quarter.
  • 49 funds opened new Winnebago Industries positions in Q1 2021 and 34 closed out, a net change of +15 holders.
  • The largest Winnebago Industries buyer in Q1 2021 was Citadel Advisors, an estimated $45.3M added.
  • The largest Winnebago Industries seller in Q1 2021 was Morgan Stanley, an estimated $38.8M sold.

Based on aggregated 13F filings for Q1 2021.