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Winnebago Industries

268 hedge funds and large institutions have $1.64B invested in Winnebago Industries in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 108 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more capital invested

Capital invested by funds: $1.56B → $1.64B (+$82.9M)

0.66% less ownership

Funds ownership: 99.36%98.7% (-0.66%)

3% less funds holding

Funds holding: 277268 (-9)

14% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 43

24% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 108

28% less call options, than puts

Call options by funds: $68.5M | Put options by funds: $95.5M

Holders
268
Holders Change
-9
Holders Change %
-3.25%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
82
Reduced
108
Closed
43
Calls
$68.5M
Puts
$95.5M
Net Calls
-$27M
Net Calls Change
+$8.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$294M -$19.3M -332,680 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M -$4.33M -74,532 -3%
CB
3
Cooke & Bieler
Pennsylvania
$124M -$2.38M -41,075 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$100M +$14.8M +255,541 +16%
Fisher Asset Management
5
Fisher Asset Management
Washington
$90.7M +$3.04M +52,306 +3%
State Street
6
State Street
Massachusetts
$59.5M -$726K -12,505 -1%
LSV Asset Management
7
LSV Asset Management
Illinois
$56.4M +$36.3M +625,400 +144%
PCM
8
Punch Card Management
Florida
$53M -$9.33M -160,701 -14%
OFG
9
Oxford Financial Group
Indiana
$41.8M -$4.39M -75,606 -9%
JP Morgan Chase
10
JP Morgan Chase
New York
$34.6M -$9.28M -159,860 -20%
Goldman Sachs
11
Goldman Sachs
New York
$29.8M +$1.83M +31,614 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$29.7M -$627K -10,796 -2%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$29.6M -$829K -14,286 -3%
Renaissance Technologies
14
Renaissance Technologies
New York
$25.4M +$17.7M +305,200 +177%
Charles Schwab
15
Charles Schwab
California
$23.3M +$1.77M +30,418 +7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$21M +$417K +7,183 +2%
Morgan Stanley
17
Morgan Stanley
New York
$19.9M -$1.01M -17,428 -4%
ECM
18
ExodusPoint Capital Management
New York
$18.7M -$6.16M -106,098 -23%
Northern Trust
19
Northern Trust
Illinois
$18.3M -$609K -10,489 -3%
Norges Bank
20
Norges Bank
Norway
$15.7M
NIG
21
NFJ Investment Group
Texas
$14.9M -$6.51M -112,196 -30%
American Century Companies
22
American Century Companies
Missouri
$14.4M +$2.86M +49,310 +22%
Millennium Management
23
Millennium Management
New York
$13.5M -$33.7M -580,898 -70%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$12.6M -$5.48M -94,375 -29%
BC
25
Burney Company
Virginia
$12.2M +$212K +3,650 +2%

WGO Hedge Fund Activity: Q3 2022 in Review

268 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q3 2022, worth a combined $1.64B — up 5.3% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of WGO and 37 opened new positions — a net loss of 6 holders — while 108 trimmed existing stakes and 82 added.

The largest buyer was LSV Asset Management, adding an estimated $36.3M. The largest seller was Millennium Management, cutting an estimated $33.7M.

  • 268 institutional investors held Winnebago Industries (WGO) as of Q3 2022, down from 277 in Q2 2022.
  • Funds reported $1.64B of Winnebago Industries stock for Q3 2022, up 5.3% quarter-over-quarter.
  • 37 funds opened new Winnebago Industries positions in Q3 2022 and 43 closed out, a net change of -6 holders.
  • The largest Winnebago Industries buyer in Q3 2022 was LSV Asset Management, an estimated $36.3M added.
  • The largest Winnebago Industries seller in Q3 2022 was Millennium Management, an estimated $33.7M sold.

Based on aggregated 13F filings for Q3 2022.