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Winnebago Industries
WGO

189 hedge funds and large institutions have $861M invested in Winnebago Industries in 2016 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 52 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

146% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 24

75% more call options, than puts

Call options by funds: $6.26M | Put options by funds: $3.57M

47% more capital invested

Capital invested by funds: $585M → $861M (+$276M)

20% more funds holding

Funds holding: 157 → 189 (+32)

7.32% more ownership

Funds ownership: 92.73% → 100.06% (+7.3%)

12% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 59

Holders
189
Holders Change
+32
Holders Change %
+20.38%
% of All Funds
4.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
59
Increased
52
Reduced
59
Closed
24
Calls
$6.26M
Puts
$3.57M
Net Calls
+$2.69M
Net Calls Change
+$3.17M

Top Buyers

1
SP
Summit Partners
Massachusetts
+$71.4M
2
HAM
Hillcrest Asset Management
Texas
+$9.06M
3
DCM
Driehaus Capital Management
Illinois
+$7.17M
4
BFA
BlackRock Fund Advisors
California
+$6.52M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$5.46M

Top Sellers

1
CB
Cooke & Bieler
Pennsylvania
-$16.8M
2
Invesco
Invesco
Georgia
-$9.06M
3
RA
Royce & Associates
New York
-$7.37M
4
Capital World Investors
Capital World Investors
California
-$6.75M
5
ICOM
Investment Counselors of Maryland
Maryland
-$6.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1
Summit Partners
Massachusetts
$72.6M +$71.4M +2,293,277 New
RA
2
Royce & Associates
New York
$72.2M -$7.37M -236,538 -9%
BFA
3
BlackRock Fund Advisors
California
$66.7M +$6.52M +209,436 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$50M +$1.76M +56,393 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$42.3M +$1.85M +59,278 +5%
CB
6
Cooke & Bieler
Pennsylvania
$39.2M -$16.8M -540,330 -30%
Invesco
7
Invesco
Georgia
$38.7M -$9.06M -290,749 -19%
Franklin Resources
8
Franklin Resources
California
$31.5M -$5.86M -188,241 -16%
KCM
9
Kennedy Capital Management
Missouri
$31.1M -$2.97M -95,346 -9%
BIT
10
BlackRock Institutional Trust
California
$25.4M +$3.52M +112,944 +16%
State Street
11
State Street
Massachusetts
$19.2M +$888K +28,518 +5%
ICOM
12
Investment Counselors of Maryland
Maryland
$18.1M -$6.19M -198,620 -26%
SAM
13
Skyline Asset Management
Illinois
$16.4M -$3.49M -111,900 -18%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$15.7M -$363K -11,646 -2%
GJL
15
Gendell Jeffrey L
$15M +$3.44M +110,481 +30%
Renaissance Technologies
16
Renaissance Technologies
New York
$14M +$3.97M +127,569 +40%
Norges Bank
17
Norges Bank
Norway
$12.5M -$2.34M -75,000 -16%
Northern Trust
18
Northern Trust
Illinois
$11.1M +$66.1K +2,123 +0.6%
TAM
19
THB Asset Management
Connecticut
$10.9M -$4.57M -146,780 -30%
Ameriprise
20
Ameriprise
Minnesota
$9.81M -$1.48M -47,450 -13%
HAM
21
Hillcrest Asset Management
Texas
$9.2M +$9.06M +290,683 New
Boston Partners
22
Boston Partners
Massachusetts
$7.88M +$211K +6,775 +3%
DCM
23
Driehaus Capital Management
Illinois
$7.28M +$7.17M +230,072 New
WC
24
Walthausen & Co
New York
$6.91M -$1.48M -47,400 -18%
Deutsche Bank
25
Deutsche Bank
Germany
$6.45M +$1.56M +49,938 +32%
1
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WGO Hedge Fund Activity: Q4 2016 in Review

189 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2016, worth a combined $861M — up 47% from $585M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new WGO positions and 24 closed out — a net gain of 35 holders — while 52 added to existing stakes and 59 trimmed.

The largest buyer was Summit Partners, opening a new position worth an estimated $71.4M. The largest seller was Cooke & Bieler, cutting an estimated $16.8M.

  • 189 institutional investors held Winnebago Industries (WGO) as of Q4 2016, up from 157 in Q3 2016.
  • Funds reported $861M of Winnebago Industries stock for Q4 2016, up 47% quarter-over-quarter.
  • 59 funds opened new Winnebago Industries positions in Q4 2016 and 24 closed out, a net change of +35 holders.
  • The largest Winnebago Industries buyer in Q4 2016 was Summit Partners, an estimated $71.4M added.
  • The largest Winnebago Industries seller in Q4 2016 was Cooke & Bieler, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2016.