Winnebago Industries
WGO
259 hedge funds and large institutions have $1.85B invested in Winnebago Industries in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 91 increasing their positions, 95 reducing their positions, and 33 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more capital invested
Capital invested by funds: $1.55B → $1.85B (+$304M)
8.67% more ownership
Funds ownership: 96.19% → 104.86% (+8.7%)
4% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 95
5% less funds holding
Funds holding: 274 → 259 (-15)
39% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 33
58% less call options, than puts
Call options by funds: $42.9M | Put options by funds: $103M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$22.2M |
| 2 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
+$15.9M |
| 3 |
Millennium Management
New York
|
+$9.44M |
| 4 |
JP Morgan Chase
New York
|
+$7.9M |
| 5 |
Amundi
Paris,
France
|
+$7.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$24.4M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
-$8.65M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$7.34M |
| 4 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
-$5.86M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$5.15M |
WGO Hedge Fund Activity: Q1 2023 in Review
259 of the 6,283 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 20 opened new positions — a net loss of 13 holders — while 95 trimmed existing stakes and 91 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.
- 259 institutional investors held Winnebago Industries (WGO) as of Q1 2023, down from 274 in Q4 2022.
- Funds reported $1.85B of Winnebago Industries stock for Q1 2023, up 20% quarter-over-quarter.
- 20 funds opened new Winnebago Industries positions in Q1 2023 and 33 closed out, a net change of -13 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.