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Winnebago Industries
WGO

142 hedge funds and large institutions have $565M invested in Winnebago Industries in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

34% more call options, than puts

Call options by funds: $3.09M | Put options by funds: $2.31M

24% more capital invested

Capital invested by funds: $457M → $565M (+$108M)

12% more funds holding

Funds holding: 127 → 142 (+15)

0.45% more ownership

Funds ownership: 77.63% → 78.08% (+0.45%)

16% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 56

Holders
142
Holders Change
+15
Holders Change %
+11.81%
% of All Funds
4.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
47
Reduced
56
Closed
9
Calls
$3.09M
Puts
$2.31M
Net Calls
+$786K
Net Calls Change
+$907K

Top Buyers

1
CCM
Coe Capital Management
Illinois
+$5.6M
2
SCA
SAC Capital Advisors
Connecticut
+$4.72M
3
KCM
Kennedy Capital Management
Missouri
+$4.51M
4
AIM
Act II Management
New York
+$3.99M
5
BFA
BlackRock Fund Advisors
California
+$3.84M

Top Sellers

1
RA
Royce & Associates
New York
-$15.2M
2
GJL
Gendell Jeffrey L
-$9.07M
3
OAM
Oxford Asset Management
United Kingdom
-$4.54M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.06M
5
ARTA
A.R.T. Advisors
New York
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$71.5M -$574K -24,300 -0.9%
BFA
2
BlackRock Fund Advisors
California
$40.3M +$3.84M +162,494 +12%
RA
3
Royce & Associates
New York
$39.4M -$15.2M -644,000 -30%
Franklin Resources
4
Franklin Resources
California
$37.4M -$536K -22,695 -2%
Capital World Investors
5
Capital World Investors
California
$30.2M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$25M +$363K +15,374 +2%
BIT
7
BlackRock Institutional Trust
California
$21.1M +$409K +17,309 +2%
KG
8
Killen Group
Pennsylvania
$18.8M -$1.32M -55,813 -7%
State Street
9
State Street
Massachusetts
$14.7M +$3.16K +134 +0%
BA
10
Broadview Advisors
Wisconsin
$14.5M -$2M -84,600 -13%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$13.8M -$2.06M -87,052 -14%
First Trust Advisors
12
First Trust Advisors
Illinois
$12.8M +$1.33M +56,267 +13%
Northern Trust
13
Northern Trust
Illinois
$11M -$427K -18,090 -4%
DCM
14
Driehaus Capital Management
Illinois
$10.1M +$133K +5,621 +1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$10.1M -$2.01M -85,000 -18%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$8.1M +$18.5K +785 +0.3%
SAM
17
Skyline Asset Management
Illinois
$7.21M +$1.32M +55,800 +25%
CCM
18
Coe Capital Management
Illinois
$6.72M +$5.6M +237,137 +1,093%
Norges Bank
19
Norges Bank
Norway
$6.67M – – –
QBFM
20
QS Batterymarch Financial Management
New York
$5.85M – – –
MCM
21
McKinley Capital Management
Alaska
$5.85M +$6.68K +283 +0.1%
BCMNY
22
Buckingham Capital Management (New York)
New York
$5.6M +$607K +25,700 +14%
Citadel Advisors
23
Citadel Advisors
Florida
$5.48M +$3.44M +145,656 +222%
Allianz Asset Management
24
Allianz Asset Management
Germany
$5.28M -$110K -4,675 -2%
SCA
25
SAC Capital Advisors
Connecticut
$5.19M +$4.72M +200,000 New
1
2 3 4 5

WGO Hedge Fund Activity: Q3 2013 in Review

142 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q3 2013, worth a combined $565M — up 24% from $457M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WGO positions and 9 closed out — a net gain of 15 holders — while 47 added to existing stakes and 56 trimmed.

The largest buyer was Coe Capital Management, adding an estimated $5.6M. The largest seller was Royce & Associates, cutting an estimated $15.2M.

  • 142 institutional investors held Winnebago Industries (WGO) as of Q3 2013, up from 127 in Q2 2013.
  • Funds reported $565M of Winnebago Industries stock for Q3 2013, up 24% quarter-over-quarter.
  • 24 funds opened new Winnebago Industries positions in Q3 2013 and 9 closed out, a net change of +15 holders.
  • The largest Winnebago Industries buyer in Q3 2013 was Coe Capital Management, an estimated $5.6M added.
  • The largest Winnebago Industries seller in Q3 2013 was Royce & Associates, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2013.