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Winnebago Industries

264 hedge funds and large institutions have $2.07B invested in Winnebago Industries in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 82 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 82

0.64% more ownership

Funds ownership: 89.93%90.57% (+0.64%)

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

0% less funds holding

Funds holding: 265264 (-1)

11% less capital invested

Capital invested by funds: $2.32B → $2.07B (-$251M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

51% less call options, than puts

Call options by funds: $62.4M | Put options by funds: $126M

Holders
264
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
93
Reduced
82
Closed
43
Calls
$62.4M
Puts
$126M
Net Calls
-$63.7M
Net Calls Change
-$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
201
Harfst & Associates
Wyoming
$217K -$29.2K -395 -11%
BB
202
Busey Bank
Illinois
$204K
Robeco Institutional Asset Management
203
Robeco Institutional Asset Management
Netherlands
$202K
AIP
204
Ameritas Investment Partners
Nebraska
$172K
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$157K +$9.01K +122 +6%
Simplex Trading
206
Simplex Trading
Illinois
$152K +$157K +2,121 +1,753%
EVM
207
Eaton Vance Management
Massachusetts
$118K +$27.8K +377 +28%
ICM
208
Islay Capital Management
Texas
$103K -$34.5K -467 -24%
Ohio Public Employees Retirement System (OPERS)
209
Ohio Public Employees Retirement System (OPERS)
Ohio
$102K +$18.2K +246 +20%
TRCT
210
Tower Research Capital (TRC)
New York
$100K -$676K -9,161 -86%
LSA
211
Leonteq Securities AG
Switzerland
$99.3K -$7.97K -108 -7%
WBC
212
West Branch Capital
Massachusetts
$98K +$107K +1,448 New
GWM
213
Geneos Wealth Management
Colorado
$96K -$5.17K -70 -5%
William Blair Investment Management
214
William Blair Investment Management
Illinois
$90K +$97.5K +1,320 New
Macquarie Group
215
Macquarie Group
Australia
$67K -$9.6K -130 -12%
HI
216
Harbour Investments
Wisconsin
$65K +$14.7K +199 +26%
CG
217
Cutler Group
California
$62K +$68.1K +922 New
AF
218
Allworth Financial
California
$53K +$4.43K +60 +8%
APWA
219
Atlas Private Wealth Advisors
New Jersey
$53K +$22.1K +300 +63%
KFI
220
Key Financial Inc
Pennsylvania
$50K +$51.6K +699 +69,900%
DFCM
221
Dark Forest Capital Management
Puerto Rico
$49K +$53.2K +720 New
NFG
222
Next Financial Group
Texas
$43K -$55.4K -750 -54%
PAM
223
Panagora Asset Management
Massachusetts
$43K -$16.2K -220 -26%
SPIA
224
Steward Partners Investment Advisory
New York
$39K -$18.5K -250 -31%
1IA
225
1834 Investment Advisors
Wisconsin
$36K

WGO Hedge Fund Activity: Q2 2021 in Review

264 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2021, worth a combined $2.07B — down 11% from $2.32B a quarter earlier.

Fund positioning in WGO was balanced in Q2 2021: 43 funds opened new positions, 43 closed out, 93 added to existing stakes and 82 trimmed.

The largest buyer was Cooke & Bieler, adding an estimated $14M. The largest seller was Capital Growth Management, exiting entirely with an estimated $23.4M sold.

  • 264 institutional investors held Winnebago Industries (WGO) as of Q2 2021, down from 265 in Q1 2021.
  • Funds reported $2.07B of Winnebago Industries stock for Q2 2021, down 11% quarter-over-quarter.
  • 43 funds opened new Winnebago Industries positions in Q2 2021 and 43 closed out, a net change of 0 holders.
  • The largest Winnebago Industries buyer in Q2 2021 was Cooke & Bieler, an estimated $14M added.
  • The largest Winnebago Industries seller in Q2 2021 was Capital Growth Management, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2021.