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Winnebago Industries
WGO

208 hedge funds and large institutions have $974M invested in Winnebago Industries in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

36% more capital invested

Capital invested by funds: $715M → $974M (+$258M)

18% more call options, than puts

Call options by funds: $7.77M | Put options by funds: $6.58M

5.52% more ownership

Funds ownership: 92.27% → 97.79% (+5.5%)

6% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 32

0% more funds holding

Funds holding: 207 → 208 (+1)

14% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 71

Holders
208
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
34
Increased
61
Reduced
71
Closed
32
Calls
$7.77M
Puts
$6.58M
Net Calls
+$1.19M
Net Calls Change
+$2.66M

Top Buyers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$35.6M
2
PCM
Punch Card Management
Florida
+$32.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$26M
4
WCA
Waratah Capital Advisors
Ontario, Canada
+$21.5M
5
CC
Carlson Capital
Texas
+$10.3M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$17.1M
2
Morgan Stanley
Morgan Stanley
New York
-$14.5M
3
RA
Royce & Associates
New York
-$11M
4
Deutsche Bank
Deutsche Bank
Germany
-$6.88M
5
GJL
Gendell Jeffrey L
-$6.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$135M +$3.03M +101,018 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$68.4M +$2.67M +89,082 +4%
CB
3
Cooke & Bieler
Pennsylvania
$60.4M +$801K +26,685 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$57.5M +$1.63M +54,142 +3%
LSV Asset Management
5
LSV Asset Management
Illinois
$49.8M -$1.26M -41,900 -3%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$36.9M +$35.6M +1,184,525 New
PCM
7
Punch Card Management
Florida
$33.3M +$32.1M +1,068,193 New
TAM
8
Timucuan Asset Management
Florida
$33M -$1.81M -60,425 -5%
RA
9
Royce & Associates
New York
$30.5M -$11M -364,800 -27%
JP Morgan Chase
10
JP Morgan Chase
New York
$29.7M +$230K +7,674 +0.8%
State Street
11
State Street
Massachusetts
$27.2M +$539K +17,939 +2%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$27M +$26M +867,504 New
JLBC
13
J.L. Bainbridge & Co
Florida
$22.3M -$178K -5,918 -0.9%
WCA
14
Waratah Capital Advisors
Ontario, Canada
$22.3M +$21.5M +715,030 New
Capital World Investors
15
Capital World Investors
California
$20.2M – – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$16.7M -$2.35M -78,331 -13%
Norges Bank
17
Norges Bank
Norway
$13.8M – – –
Northern Trust
18
Northern Trust
Illinois
$13.7M +$371K +12,365 +3%
HAM
19
Hillcrest Asset Management
Texas
$12.1M +$3.08M +102,461 +36%
Franklin Resources
20
Franklin Resources
California
$11M -$36K -1,200 -0.3%
ICOM
21
Investment Counselors of Maryland
Maryland
$10.7M +$410K +13,664 +4%
CC
22
Carlson Capital
Texas
$10.7M +$10.3M +342,410 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$10.6M +$871K +29,023 +9%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$10.1M +$9.78M +325,802 New
Renaissance Technologies
25
Renaissance Technologies
New York
$9.96M -$6.45M -214,900 -40%
1
2 3 4 5

WGO Hedge Fund Activity: Q1 2019 in Review

208 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2019, worth a combined $974M — up 36% from $715M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WGO positions and 32 closed out — a net gain of 2 holders — while 61 added to existing stakes and 71 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $35.6M. The largest seller was Marshall Wace, cutting an estimated $17.1M.

  • 208 institutional investors held Winnebago Industries (WGO) as of Q1 2019, up from 207 in Q4 2018.
  • Funds reported $974M of Winnebago Industries stock for Q1 2019, up 36% quarter-over-quarter.
  • 34 funds opened new Winnebago Industries positions in Q1 2019 and 32 closed out, a net change of +2 holders.
  • The largest Winnebago Industries buyer in Q1 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $35.6M added.
  • The largest Winnebago Industries seller in Q1 2019 was Marshall Wace, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2019.