Winnebago Industries
WGO
153 hedge funds and large institutions have $650M invested in Winnebago Industries in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 20 closing their positions.
126% more call options, than puts
Call options by funds: $6.55M | Put options by funds: $2.9M
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
16% more capital invested
Capital invested by funds: $561M → $650M (+$89.4M)
5% more funds holding
Funds holding: 146 → 153 (+7)
4.3% more ownership
Funds ownership: 98.02% → 102.32% (+4.3%)
2% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$36.9M |
| 2 |
RA
Royce & Associates
New York
|
+$18.3M |
| 3 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$10M |
| 4 |
PP
PDT Partners
New York
|
+$4.58M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$14.8M |
| 2 |
BCMNY
Buckingham Capital Management (New York)
New York
|
-$7.01M |
| 3 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
-$6.02M |
| 4 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$5.92M |
| 5 |
SH
Scepter Holdings
Fort Worth,
Texas
|
-$5.05M |
WGO Hedge Fund Activity: Q2 2015 in Review
153 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2015, worth a combined $650M — up 16% from $561M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new WGO positions and 20 closed out — a net gain of 7 holders — while 55 added to existing stakes and 54 trimmed.
The largest buyer was Invesco, adding an estimated $36.9M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $14.8M sold.
- 153 institutional investors held Winnebago Industries (WGO) as of Q2 2015, up from 146 in Q1 2015.
- Funds reported $650M of Winnebago Industries stock for Q2 2015, up 16% quarter-over-quarter.
- 27 funds opened new Winnebago Industries positions in Q2 2015 and 20 closed out, a net change of +7 holders.
- The largest Winnebago Industries buyer in Q2 2015 was Invesco, an estimated $36.9M added.
- The largest Winnebago Industries seller in Q2 2015 was Cramer Rosenthal McGlynn, an estimated $14.8M sold.
Based on aggregated 13F filings for Q2 2015.