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Winnebago Industries

253 hedge funds and large institutions have $2.38B invested in Winnebago Industries in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $2.33B → $2.38B (+$43.6M)

0.35% more ownership

Funds ownership: 109.5%109.85% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 33

1% less funds holding

Funds holding: 256253 (-3)

29% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 104

65% less call options, than puts

Call options by funds: $66.4M | Put options by funds: $188M

Holders
253
Holders Change
-3
Holders Change %
-1.17%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
74
Reduced
104
Closed
33
Calls
$66.4M
Puts
$188M
Net Calls
-$121M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$339M -$10.6M -155,243 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$160M -$3.73M -54,878 -2%
CB
3
Cooke & Bieler
Pennsylvania
$157M -$4.81M -70,730 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$154M -$22K -323 -0%
Fisher Asset Management
5
Fisher Asset Management
Washington
$96.5M -$2.08M -30,578 -2%
LSV Asset Management
6
LSV Asset Management
Illinois
$90.8M -$2.58M -38,000 -3%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$89.5M +$22.7M +334,495 +38%
Goldman Sachs
8
Goldman Sachs
New York
$87.3M -$32.7M -481,808 -29%
State Street
9
State Street
Massachusetts
$84.4M -$203K -2,983 -0.3%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$74.3M +$56.6M +832,187 +484%
PCM
11
Punch Card Management
Florida
$73.7M
Pacer Advisors
12
Pacer Advisors
Pennsylvania
$71.7M +$19.9M +293,265 +43%
BPIH
13
Broad Peak Investment Holdings
Singapore
$64.9M +$9.92M +146,000 +20%
American Century Companies
14
American Century Companies
Missouri
$58.6M +$18.8M +276,043 +53%
AllianceBernstein
15
AllianceBernstein
Tennessee
$48.7M +$1.62M +23,889 +4%
First Trust Advisors
16
First Trust Advisors
Illinois
$47.6M +$12.4M +182,599 +40%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$47.2M +$123K +1,804 +0.3%
JP Morgan Chase
18
JP Morgan Chase
New York
$38.4M -$5.81M -85,547 -14%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$37M -$34K -500 -0.1%
Charles Schwab
20
Charles Schwab
California
$35.7M +$1.76M +25,906 +6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$27.8M -$855K -12,584 -3%
Morgan Stanley
22
Morgan Stanley
New York
$25.8M -$59.7M -878,166 -72%
OFG
23
Oxford Financial Group
Indiana
$25.8M -$2.38M -35,000 -9%
Northern Trust
24
Northern Trust
Illinois
$23.3M -$1.17M -17,246 -5%
BCM
25
Bridgeway Capital Management
Texas
$17.6M +$559K +8,225 +4%

WGO Hedge Fund Activity: Q1 2024 in Review

253 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q1 2024, worth a combined $2.38B — up 1.9% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of WGO and 31 opened new positions — a net loss of 2 holders — while 104 trimmed existing stakes and 74 added.

The largest buyer was 1832 Asset Management, adding an estimated $56.6M. The largest seller was Morgan Stanley, cutting an estimated $59.7M.

  • 253 institutional investors held Winnebago Industries (WGO) as of Q1 2024, down from 256 in Q4 2023.
  • Funds reported $2.38B of Winnebago Industries stock for Q1 2024, up 1.9% quarter-over-quarter.
  • 31 funds opened new Winnebago Industries positions in Q1 2024 and 33 closed out, a net change of -2 holders.
  • The largest Winnebago Industries buyer in Q1 2024 was 1832 Asset Management, an estimated $56.6M added.
  • The largest Winnebago Industries seller in Q1 2024 was Morgan Stanley, an estimated $59.7M sold.

Based on aggregated 13F filings for Q1 2024.