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Winnebago Industries

248 hedge funds and large institutions have $1.69B invested in Winnebago Industries in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

1.88% less ownership

Funds ownership: 109.85%107.98% (-1.9%)

2% less funds holding

Funds holding: 253248 (-5)

29% less capital invested

Capital invested by funds: $2.38B → $1.69B (-$683M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

75% less call options, than puts

Call options by funds: $27.4M | Put options by funds: $110M

Holders
248
Holders Change
-5
Holders Change %
-1.98%
% of All Funds
3.58%
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
84
Reduced
78
Closed
45
Calls
$27.4M
Puts
$110M
Net Calls
-$82.6M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$31.9K +$16.1K +262 +80%
PS
202
Principal Securities
Iowa
$28.7K -$1.6K -26 -5%
DekaBank Deutsche Girozentrale
203
DekaBank Deutsche Girozentrale
Germany
$27K -$165K -2,683 -84%
SIS
204
Sound Income Strategies
Florida
$22.4K +$25.5K +414 New
AAP
205
Arax Advisory Partners
Colorado
$22.4K +$25.5K +414 New
SWM
206
Spire Wealth Management
Virginia
$21.8K -$3.94K -64 -14%
EWA
207
EverSource Wealth Advisors
Alabama
$18.3K +$8.38K +136 +87%
BTI
208
Blue Trust Inc
Georgia
$17K +$14K +228 +11,400%
SAM
209
Smartleaf Asset Management
Massachusetts
$13.7K +$15.8K +257 New
Jones Financial Companies
210
Jones Financial Companies
Missouri
$13.1K +$14.8K +241 New
Nomura Asset Management
211
Nomura Asset Management
Japan
$13K
Barrow, Hanley, Mewhinney & Strauss
212
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.21K
IAIM
213
International Assets Investment Management
Florida
$8.13K +$9.24K +150 New
NA
214
NewEdge Advisors
Louisiana
$8.13K +$9.24K +150 New
CJ
215
Caitlin John
Michigan
$8.07K -$1.37M -22,240 -99%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$7.7K -$62 -1 -0.7%
GI
217
GAMMA Investing
California
$7.7K +$431 +7 +5%
AGWCA
218
Annis Gardner Whiting Capital Advisors
Florida
$6.61K
PA
219
Parallel Advisors
California
$5.75K -$1.48K -24 -18%
AIC
220
Archer Investment Corporation
Indiana
$5.42K
IGWM
221
ICA Group Wealth Management
Colorado
$5.42K
AssetMark Inc
222
AssetMark Inc
California
$4.66K
GJWM
223
Gilliland Jeter Wealth Management
Arkansas
$4.39K +$4.99K +81 New
PWMG
224
Private Wealth Management Group
New Jersey
$4.01K +$4.19K +68 +1,133%
LC
225
Lindbrook Capital
California
$3.79K +$739 +12 +21%

WGO Hedge Fund Activity: Q2 2024 in Review

248 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2024, worth a combined $1.69B — down 29% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of WGO and 43 opened new positions — a net loss of 2 holders — while 78 trimmed existing stakes and 84 added.

The largest buyer was Pacer Advisors, adding an estimated $28.5M. The largest seller was Fisher Asset Management, cutting an estimated $80.1M.

  • 248 institutional investors held Winnebago Industries (WGO) as of Q2 2024, down from 253 in Q1 2024.
  • Funds reported $1.69B of Winnebago Industries stock for Q2 2024, down 29% quarter-over-quarter.
  • 43 funds opened new Winnebago Industries positions in Q2 2024 and 45 closed out, a net change of -2 holders.
  • The largest Winnebago Industries buyer in Q2 2024 was Pacer Advisors, an estimated $28.5M added.
  • The largest Winnebago Industries seller in Q2 2024 was Fisher Asset Management, an estimated $80.1M sold.

Based on aggregated 13F filings for Q2 2024.