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Winnebago Industries
WGO

264 hedge funds and large institutions have $2.17B invested in Winnebago Industries in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

17% more capital invested

Capital invested by funds: $1.85B → $2.17B (+$317M)

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

2.99% more ownership

Funds ownership: 104.86% → 107.85% (+3%)

2% more funds holding

Funds holding: 260 → 264 (+4)

24% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 95

67% less call options, than puts

Call options by funds: $51.4M | Put options by funds: $156M

Holders
264
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.15%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
40
Increased
72
Reduced
95
Closed
35
Calls
$51.4M
Puts
$156M
Net Calls
-$105M
Net Calls Change
-$45.4M

Top Buyers

Rank Fund Capital Flow
1
BPIH
Broad Peak Investment Holdings
Singapore
+$27.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$25.6M
3
EF
Empowered Funds
Pennsylvania
+$7.7M
4
Goldman Sachs
Goldman Sachs
New York
+$7.63M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.55M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$14.3M
2
BC
Burney Company
Virginia
-$9.56M
3
JP Morgan Chase
JP Morgan Chase
New York
-$8.39M
4
OFG
Oxford Financial Group
Indiana
-$7.47M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
201
Stephens Inc
Arkansas
$233K – – –
MML Investors Services
202
MML Investors Services
Massachusetts
$232K +$208K +3,484 New
GC
203
Guggenheim Capital
Illinois
$221K +$198K +3,321 New
JCM
204
Jacobi Capital Management
Pennsylvania
$221K +$198K +3,313 New
PAMS
205
Pictet Asset Management (Switzerland)
Switzerland
$214K -$54.1K -906 -22%
NVCHI
206
New Vernon Capital Holdings II
New Jersey
$213K – – –
ECM
207
Everence Capital Management
Indiana
$207K – – –
Vontobel Holding
208
Vontobel Holding
Switzerland
$206K +$185K +3,096 New
AIM
209
Aigen Investment Management
New York
$201K -$118K -1,983 -40%
AIP
210
Ameritas Investment Partners
Nebraska
$160K – – –
LD
211
Lipe & Dalton
New York
$133K – – –
SWM
212
Spire Wealth Management
Virginia
$132K +$1.07K +18 +0.9%
SOW
213
State of Wyoming
Wyoming
$127K +$82.6K +1,385 +263%
SAM
214
Shell Asset Management
Netherlands
$127K -$656 -11 -0.6%
QT
215
Quantbot Technologies
New York
$119K -$1.23M -20,653 -92%
MLICM
216
Metropolitan Life Insurance Company (MetLife)
New York
$106K – – –
GCM
217
Gladius Capital Management
Illinois
$95.6K -$10.2K -171 -11%
US Bancorp
218
US Bancorp
Minnesota
$91.2K +$179 +3 +0.2%
CL
219
CSS LLC
Illinois
$90K +$80.6K +1,350 New
UBS Group
220
UBS Group
Switzerland
$75.3K -$222K -3,714 -77%
TRCT
221
Tower Research Capital (TRC)
New York
$67.6K -$84.5K -1,417 -58%
AF
222
Allworth Financial
California
$67.6K – – –
Walleye Capital
223
Walleye Capital
New York
$55.3K +$49.5K +829 New
Ohio Public Employees Retirement System (OPERS)
224
Ohio Public Employees Retirement System (OPERS)
Ohio
$54K -$537 -9 -1%
KFI
225
Key Financial Inc
Pennsylvania
$46.7K – – –
7 8
9
10 11

WGO Hedge Fund Activity: Q2 2023 in Review

264 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2023, worth a combined $2.17B — up 17% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WGO positions and 35 closed out — a net gain of 5 holders — while 72 added to existing stakes and 95 trimmed.

The largest buyer was Broad Peak Investment Holdings, opening a new position worth an estimated $27.9M. The largest seller was BlackRock, cutting an estimated $14.3M.

  • 264 institutional investors held Winnebago Industries (WGO) as of Q2 2023, up from 260 in Q1 2023.
  • Funds reported $2.17B of Winnebago Industries stock for Q2 2023, up 17% quarter-over-quarter.
  • 40 funds opened new Winnebago Industries positions in Q2 2023 and 35 closed out, a net change of +5 holders.
  • The largest Winnebago Industries buyer in Q2 2023 was Broad Peak Investment Holdings, an estimated $27.9M added.
  • The largest Winnebago Industries seller in Q2 2023 was BlackRock, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2023.