We are live on ! Find out more
WGO icon

Winnebago Industries

260 hedge funds and large institutions have $1.85B invested in Winnebago Industries in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 93 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more capital invested

Capital invested by funds: $1.55B → $1.85B (+$304M)

1.77% more ownership

Funds ownership: 103.09%104.86% (+1.8%)

2% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 95

6% less funds holding

Funds holding: 276260 (-16)

42% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 33

58% less call options, than puts

Call options by funds: $42.9M | Put options by funds: $103M

Holders
260
Holders Change
-16
Holders Change %
-5.8%
% of All Funds
4.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
93
Reduced
95
Closed
33
Calls
$42.9M
Puts
$103M
Net Calls
-$59.6M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$309M -$4.57M -74,916 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M +$894K +14,658 +0.6%
CB
3
Cooke & Bieler
Pennsylvania
$131M -$5.15M -84,375 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$129M +$7.62M +124,911 +6%
Fisher Asset Management
5
Fisher Asset Management
Washington
$93M -$4.49M -73,579 -4%
Goldman Sachs
6
Goldman Sachs
New York
$84.2M +$22.2M +363,095 +33%
LSV Asset Management
7
LSV Asset Management
Illinois
$71.8M +$159K +2,600 +0.2%
State Street
8
State Street
Massachusetts
$64.5M +$550K +9,006 +0.8%
PCM
9
Punch Card Management
Florida
$57.5M
JP Morgan Chase
10
JP Morgan Chase
New York
$44.3M +$7.9M +129,500 +20%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$41.1M +$4.32M +70,829 +12%
OFG
12
Oxford Financial Group
Indiana
$37.6M -$5.86M -96,000 -13%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$33.5M +$1.12M +18,408 +3%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$31M +$133K +2,187 +0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$26.9M -$752K -12,330 -3%
Charles Schwab
16
Charles Schwab
California
$25.9M +$291K +4,770 +1%
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$24.3M +$1.35M +22,065 +6%
American Century Companies
18
American Century Companies
Missouri
$22.6M +$2.77M +45,413 +13%
Morgan Stanley
19
Morgan Stanley
New York
$22.2M +$3.91M +64,065 +20%
TAM
20
Timucuan Asset Management
Florida
$20.7M +$15.9M +260,147 +266%
Northern Trust
21
Northern Trust
Illinois
$19.3M -$130K -2,130 -0.6%
Invesco
22
Invesco
Georgia
$18.1M +$978K +16,024 +5%
BC
23
Burney Company
Virginia
$15.1M +$6.27M +102,769 +65%
First Trust Advisors
24
First Trust Advisors
Illinois
$15M +$1.02M +16,731 +7%
Norges Bank
25
Norges Bank
Norway
$14.6M -$2.52M -41,331 -14%

WGO Hedge Fund Activity: Q1 2023 in Review

260 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2023, worth a combined $1.85B — up 20% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of WGO and 19 opened new positions — a net loss of 14 holders — while 95 trimmed existing stakes and 93 added.

The largest buyer was Goldman Sachs, adding an estimated $22.2M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $24.4M sold.

  • 260 institutional investors held Winnebago Industries (WGO) as of Q1 2023, down from 276 in Q4 2022.
  • Funds reported $1.85B of Winnebago Industries stock for Q1 2023, up 20% quarter-over-quarter.
  • 19 funds opened new Winnebago Industries positions in Q1 2023 and 33 closed out, a net change of -14 holders.
  • The largest Winnebago Industries buyer in Q1 2023 was Goldman Sachs, an estimated $22.2M added.
  • The largest Winnebago Industries seller in Q1 2023 was Renaissance Technologies, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2023.