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Winnebago Industries

248 hedge funds and large institutions have $1.69B invested in Winnebago Industries in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

1.88% less ownership

Funds ownership: 109.85%107.98% (-1.9%)

2% less funds holding

Funds holding: 253248 (-5)

29% less capital invested

Capital invested by funds: $2.38B → $1.69B (-$683M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

75% less call options, than puts

Call options by funds: $27.4M | Put options by funds: $110M

Holders
248
Holders Change
-5
Holders Change %
-1.98%
% of All Funds
3.58%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
84
Reduced
78
Closed
45
Calls
$27.4M
Puts
$110M
Net Calls
-$82.6M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$250M +$2M +32,510 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$116M +$3.3M +53,604 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$116M -$1.23M -19,890 -0.9%
CB
4
Cooke & Bieler
Pennsylvania
$113M -$1.78M -28,830 -1%
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$77.6M +$28.5M +463,257 +48%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$61.9M +$8.52M +138,327 +14%
State Street
7
State Street
Massachusetts
$60.9M -$993K -16,122 -1%
LSV Asset Management
8
LSV Asset Management
Illinois
$59.7M -$7.68M -124,700 -10%
PCM
9
Punch Card Management
Florida
$54M
First Trust Advisors
10
First Trust Advisors
Illinois
$48.8M +$15.9M +257,514 +40%
Goldman Sachs
11
Goldman Sachs
New York
$47.7M -$18.5M -299,801 -25%
BPIA
12
Broad Peak Investment Advisers
Singapore
$47.6M +$54.1M +877,678 New
American Century Companies
13
American Century Companies
Missouri
$46.7M +$4.28M +69,453 +9%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$44.9M -$23.5M -381,659 -32%
JP Morgan Chase
15
JP Morgan Chase
New York
$37M +$10.1M +163,246 +31%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$36.2M +$1.89M +30,633 +5%
AllianceBernstein
17
AllianceBernstein
Tennessee
$34.7M -$1.08M -17,517 -3%
Charles Schwab
18
Charles Schwab
California
$28.2M +$2.34M +38,056 +8%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$27M -$76.6K -1,243 -0.2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$20.4M +$104K +1,681 +0.4%
Morgan Stanley
21
Morgan Stanley
New York
$19.1M +$183K +2,971 +0.9%
Northern Trust
22
Northern Trust
Illinois
$16.5M -$631K -10,237 -3%
Invesco
23
Invesco
Georgia
$14.4M +$2.28M +37,013 +16%
BCM
24
Bridgeway Capital Management
Texas
$13M +$59.1K +960 +0.4%
Millennium Management
25
Millennium Management
New York
$11.4M +$10.8M +175,664 +504%

WGO Hedge Fund Activity: Q2 2024 in Review

248 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2024, worth a combined $1.69B — down 29% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of WGO and 43 opened new positions — a net loss of 2 holders — while 78 trimmed existing stakes and 84 added.

The largest buyer was Pacer Advisors, adding an estimated $28.5M. The largest seller was Fisher Asset Management, cutting an estimated $80.1M.

  • 248 institutional investors held Winnebago Industries (WGO) as of Q2 2024, down from 253 in Q1 2024.
  • Funds reported $1.69B of Winnebago Industries stock for Q2 2024, down 29% quarter-over-quarter.
  • 43 funds opened new Winnebago Industries positions in Q2 2024 and 45 closed out, a net change of -2 holders.
  • The largest Winnebago Industries buyer in Q2 2024 was Pacer Advisors, an estimated $28.5M added.
  • The largest Winnebago Industries seller in Q2 2024 was Fisher Asset Management, an estimated $80.1M sold.

Based on aggregated 13F filings for Q2 2024.