Winnebago Industries
WGO
257 hedge funds and large institutions have $1.89B invested in Winnebago Industries in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 98 reducing their positions, and 35 closing their positions.
3% less funds holding
Funds holding: 264 → 257 (-7)
3.15% less ownership
Funds ownership: 107.85% → 104.71% (-3.1%)
13% less capital invested
Capital invested by funds: $2.17B → $1.89B (-$281M)
14% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 35
23% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 98
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
59% less call options, than puts
Call options by funds: $55.4M | Put options by funds: $134M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$12.6M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$10.3M |
| 3 |
JGC
J. Goldman & Co
New York
|
+$9.06M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$7.9M |
| 5 |
EP
Edgestream Partners
Princeton,
New Jersey
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$20.4M |
| 2 |
BlackRock
New York
|
-$18.1M |
| 3 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$14.4M |
| 4 |
BPIH
Broad Peak Investment Holdings
Singapore
|
-$7.55M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.32M |
WGO Hedge Fund Activity: Q3 2023 in Review
257 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q3 2023, worth a combined $1.89B — down 13% from $2.17B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of WGO and 30 opened new positions — a net loss of 5 holders — while 98 trimmed existing stakes and 75 added.
The largest buyer was 1832 Asset Management, opening a new position worth an estimated $12.6M. The largest seller was Arrowstreet Capital, cutting an estimated $20.4M.
- 257 institutional investors held Winnebago Industries (WGO) as of Q3 2023, down from 264 in Q2 2023.
- Funds reported $1.89B of Winnebago Industries stock for Q3 2023, down 13% quarter-over-quarter.
- 30 funds opened new Winnebago Industries positions in Q3 2023 and 35 closed out, a net change of -5 holders.
- The largest Winnebago Industries buyer in Q3 2023 was 1832 Asset Management, an estimated $12.6M added.
- The largest Winnebago Industries seller in Q3 2023 was Arrowstreet Capital, an estimated $20.4M sold.
Based on aggregated 13F filings for Q3 2023.