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Winnebago Industries

276 hedge funds and large institutions have $1.55B invested in Winnebago Industries in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

4.39% more ownership

Funds ownership: 98.7%103.09% (+4.4%)

3% more funds holding

Funds holding: 268276 (+8)

5% less capital invested

Capital invested by funds: $1.64B → $1.55B (-$89.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

43% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 112

46% less call options, than puts

Call options by funds: $46.6M | Put options by funds: $86.5M

Holders
276
Holders Change
+8
Holders Change %
+2.99%
% of All Funds
4.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
64
Reduced
112
Closed
28
Calls
$46.6M
Puts
$86.5M
Net Calls
-$39.9M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$286M -$5.33M -93,782 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$126M -$4.49M -78,933 -3%
CB
3
Cooke & Bieler
Pennsylvania
$124M +$929K +16,340 +0.7%
Fisher Asset Management
4
Fisher Asset Management
Washington
$88.9M -$1.03M -18,053 -1%
LSV Asset Management
5
LSV Asset Management
Illinois
$65.4M +$10.3M +181,500 +17%
State Street
6
State Street
Massachusetts
$58.4M -$551K -9,696 -0.9%
Goldman Sachs
7
Goldman Sachs
New York
$57.8M +$30.5M +536,183 +96%
PCM
8
Punch Card Management
Florida
$52.5M
OFG
9
Oxford Financial Group
Indiana
$39.4M -$2.1M -36,936 -5%
JP Morgan Chase
10
JP Morgan Chase
New York
$33.6M -$682K -11,998 -2%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$30.5M -$70.8K -1,245 -0.2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$29.6M +$221K +3,885 +0.7%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$28.2M -$1.15M -20,306 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$25.2M +$4.78M +84,012 +21%
Renaissance Technologies
15
Renaissance Technologies
New York
$24.4M -$870K -15,300 -3%
Charles Schwab
16
Charles Schwab
California
$23.4M +$350K +6,149 +1%
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$21M +$10M +175,756 +79%
American Century Companies
18
American Century Companies
Missouri
$18.2M +$4.25M +74,715 +28%
Northern Trust
19
Northern Trust
Illinois
$17.7M -$415K -7,305 -2%
Morgan Stanley
20
Morgan Stanley
New York
$16.9M -$3.12M -54,905 -15%
Invesco
21
Invesco
Georgia
$15.7M +$8.62M +151,482 +103%
Norges Bank
22
Norges Bank
Norway
$15.5M
NIG
23
NFJ Investment Group
Texas
$13.1M -$637K -11,195 -4%
First Trust Advisors
24
First Trust Advisors
Illinois
$12.8M +$8.13M +143,004 +144%
Ameriprise
25
Ameriprise
Minnesota
$11.4M -$556K -9,779 -4%

WGO Hedge Fund Activity: Q4 2022 in Review

276 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2022, worth a combined $1.55B — down 5.5% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WGO positions and 28 closed out — a net gain of 11 holders — while 64 added to existing stakes and 112 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $30.5M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $18.7M sold.

  • 276 institutional investors held Winnebago Industries (WGO) as of Q4 2022, up from 268 in Q3 2022.
  • Funds reported $1.55B of Winnebago Industries stock for Q4 2022, down 5.5% quarter-over-quarter.
  • 39 funds opened new Winnebago Industries positions in Q4 2022 and 28 closed out, a net change of +11 holders.
  • The largest Winnebago Industries buyer in Q4 2022 was Goldman Sachs, an estimated $30.5M added.
  • The largest Winnebago Industries seller in Q4 2022 was ExodusPoint Capital Management, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2022.