Winnebago Industries
WGO
139 hedge funds and large institutions have $592M invested in Winnebago Industries in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 12 closing their positions.
140% more call options, than puts
Call options by funds: $4.67M | Put options by funds: $1.94M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
4.9% more ownership
Funds ownership: 81.5% → 86.41% (+4.9%)
1% more funds holding
Funds holding: 137 → 139 (+2)
4% less capital invested
Capital invested by funds: $618M → $592M (-$25.7M)
35% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$18.7M |
| 2 |
FIM
Foresters Investment Management
New York
|
+$13.7M |
| 3 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
+$7.17M |
| 4 |
GJL
Gendell Jeffrey L
|
+$6.6M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.7M |
| 2 |
BLM
Bennett Lawrence Management
New York
|
-$7.57M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$7.41M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$4.48M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$3.69M |
WGO Hedge Fund Activity: Q2 2014 in Review
139 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2014, worth a combined $592M — down 4.2% from $618M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new WGO positions and 12 closed out — a net gain of 2 holders — while 40 added to existing stakes and 62 trimmed.
The largest buyer was Cooke & Bieler, adding an estimated $18.7M. The largest seller was Ameriprise, cutting an estimated $10.7M.
- 139 institutional investors held Winnebago Industries (WGO) as of Q2 2014, up from 137 in Q1 2014.
- Funds reported $592M of Winnebago Industries stock for Q2 2014, down 4.2% quarter-over-quarter.
- 14 funds opened new Winnebago Industries positions in Q2 2014 and 12 closed out, a net change of +2 holders.
- The largest Winnebago Industries buyer in Q2 2014 was Cooke & Bieler, an estimated $18.7M added.
- The largest Winnebago Industries seller in Q2 2014 was Ameriprise, an estimated $10.7M sold.
Based on aggregated 13F filings for Q2 2014.