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Winnebago Industries
WGO

300 hedge funds and large institutions have $2.33B invested in Winnebago Industries in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 30

12% more funds holding

Funds holding: 267 → 300 (+33)

6% more capital invested

Capital invested by funds: $2.2B → $2.33B (+$123M)

2.74% more ownership

Funds ownership: 90.58% → 93.32% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

23% less call options, than puts

Call options by funds: $32.1M | Put options by funds: $41.7M

24% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 107

Holders
300
Holders Change
+33
Holders Change %
+12.36%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
65
Increased
81
Reduced
107
Closed
30
Calls
$32.1M
Puts
$41.7M
Net Calls
-$9.58M
Net Calls Change
-$2.63M

Top Buyers

Rank Fund Capital Flow
1
OFG
Oxford Financial Group
Indiana
+$28.6M
2
WA
Wasatch Advisors
Utah
+$25.3M
3
LSV Asset Management
LSV Asset Management
Illinois
+$20M
4
BlackRock
BlackRock
New York
+$17.4M
5
ECM
ExodusPoint Capital Management
New York
+$7.25M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$42.7M
2
JP Morgan Chase
JP Morgan Chase
New York
-$19.1M
3
JGC
J. Goldman & Co
New York
-$10.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$8.46M
5
Norges Bank
Norges Bank
Norway
-$6.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$307K -$77.9K -1,082 -21%
Stifel Financial
202
Stifel Financial
Missouri
$301K +$29.7K +413 +11%
WG
203
Winton Group
United Kingdom
$296K +$285K +3,956 New
ECM
204
Everence Capital Management
Indiana
$279K – – –
GC
205
Guggenheim Capital
Illinois
$278K -$1.01K -14 -0.4%
CAM
206
Cresset Asset Management
Illinois
$274K +$264K +3,668 New
VCA
207
Verdence Capital Advisors
Maryland
$270K -$7.49K -104 -3%
VAM
208
Verity Asset Management
North Carolina
$267K -$50.4K -700 -16%
XT
209
XTX Topco
Cayman Islands
$267K +$257K +3,566 New
SI
210
Stephens Inc
Arkansas
$262K – – –
PA
211
Profund Advisors
Maryland
$252K -$1.51K -21 -0.6%
II
212
Inspire Investing
Idaho
$250K -$11.6K -161 -5%
WCM
213
Wedge Capital Management
North Carolina
$250K +$240K +3,336 New
SAM
214
Shell Asset Management
Netherlands
$250K +$240K +3,341 New
JCM
215
Jacobi Capital Management
Pennsylvania
$248K – – –
DU
216
Delphia (USA)
Ontario, Canada
$248K +$238K +3,309 New
JWCA
217
J.W. Cole Advisors
Florida
$248K +$238K +3,310 New
CW
218
CreativeOne Wealth
Kansas
$232K -$59.8K -831 -21%
Tudor Investment Corp
219
Tudor Investment Corp
Connecticut
$229K -$1M -13,944 -82%
Lido Advisors
220
Lido Advisors
California
$229K +$221K +3,065 New
KFS
221
Kaizen Financial Strategies
California
$225K +$216K +3,000 New
MCC
222
Money Concepts Capital
Florida
$225K +$217K +3,008 New
DG
223
DMC Group
Alabama
$225K +$260K +3,606 New
Robeco Institutional Asset Management
224
Robeco Institutional Asset Management
Netherlands
$223K – – –
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$222K +$213K +2,961 New
7 8
9
10 11

WGO Hedge Fund Activity: Q4 2021 in Review

300 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2021, worth a combined $2.33B — up 5.6% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new WGO positions and 30 closed out — a net gain of 35 holders — while 81 added to existing stakes and 107 trimmed.

The largest buyer was Oxford Financial Group, adding an estimated $28.6M. The largest seller was Citadel Advisors, cutting an estimated $42.7M.

  • 300 institutional investors held Winnebago Industries (WGO) as of Q4 2021, up from 267 in Q3 2021.
  • Funds reported $2.33B of Winnebago Industries stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 65 funds opened new Winnebago Industries positions in Q4 2021 and 30 closed out, a net change of +35 holders.
  • The largest Winnebago Industries buyer in Q4 2021 was Oxford Financial Group, an estimated $28.6M added.
  • The largest Winnebago Industries seller in Q4 2021 was Citadel Advisors, an estimated $42.7M sold.

Based on aggregated 13F filings for Q4 2021.