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Winnebago Industries

252 hedge funds and large institutions have $1.8B invested in Winnebago Industries in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $1.49B → $1.8B (+$308M)

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

2% more funds holding

Funds holding: 246252 (+6)

2.03% more ownership

Funds ownership: 86.3%88.33% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 87

42% less call options, than puts

Call options by funds: $23.3M | Put options by funds: $40M

Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
51
Increased
77
Reduced
87
Closed
44
Calls
$23.3M
Puts
$40M
Net Calls
-$16.7M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$320M +$31.9M +584,087 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$136M +$6.18M +113,311 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$100M -$17.8M -326,329 -16%
JP Morgan Chase
4
JP Morgan Chase
New York
$97.2M +$12.1M +222,126 +16%
CB
5
Cooke & Bieler
Pennsylvania
$94.2M +$10.4M +191,002 +14%
Fisher Asset Management
6
Fisher Asset Management
Washington
$84.3M -$560K -10,272 -0.7%
PCM
7
Punch Card Management
Florida
$61.3M
State Street
8
State Street
Massachusetts
$59.2M +$991K +18,165 +2%
Morgan Stanley
9
Morgan Stanley
New York
$42M +$31.6M +579,689 +477%
RA
10
Royce & Associates
New York
$37.7M +$918K +16,839 +3%
CCM
11
Candlestick Capital Management
Connecticut
$35.9M +$17.7M +324,066 +118%
ICOM
12
Investment Counselors of Maryland
Maryland
$31.5M +$10.4M +190,345 +57%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$28.7M +$1.55M +28,430 +6%
KBC Group
14
KBC Group
Belgium
$26M -$320K -5,860 -7%
Northern Trust
15
Northern Trust
Illinois
$25.2M -$803K -14,732 -3%
TAM
16
Timucuan Asset Management
Florida
$24.9M -$2.73M -50,000 -11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$24.5M -$208K -3,819 -0.9%
CGM
18
Capital Growth Management
Massachusetts
$23.7M +$21.5M +395,000 New
VOYA Investment Management
19
VOYA Investment Management
Georgia
$19.3M +$1.56M +28,588 +10%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$19.2M +$1.26M +23,072 +8%
Goldman Sachs
21
Goldman Sachs
New York
$19M -$2.58M -47,232 -13%
EA
22
Emerald Advisers
Pennsylvania
$18.3M +$322K +5,899 +2%
Charles Schwab
23
Charles Schwab
California
$18.1M -$168K -3,083 -1%
Norges Bank
24
Norges Bank
Norway
$17.5M -$13M -238,199 -45%
PCM
25
Peregrine Capital Management
Minnesota
$17.1M +$6.8M +124,653 +78%

WGO Hedge Fund Activity: Q4 2020 in Review

252 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2020, worth a combined $1.8B — up 21% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WGO positions and 44 closed out — a net gain of 7 holders — while 77 added to existing stakes and 87 trimmed.

The largest buyer was BlackRock, adding an estimated $31.9M. The largest seller was Marshall Wace, cutting an estimated $20.2M.

  • 252 institutional investors held Winnebago Industries (WGO) as of Q4 2020, up from 246 in Q3 2020.
  • Funds reported $1.8B of Winnebago Industries stock for Q4 2020, up 21% quarter-over-quarter.
  • 51 funds opened new Winnebago Industries positions in Q4 2020 and 44 closed out, a net change of +7 holders.
  • The largest Winnebago Industries buyer in Q4 2020 was BlackRock, an estimated $31.9M added.
  • The largest Winnebago Industries seller in Q4 2020 was Marshall Wace, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2020.