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Winnebago Industries

276 hedge funds and large institutions have $1.82B invested in Winnebago Industries in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 103 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more funds holding

Funds holding: 248276 (+28)

7% more capital invested

Capital invested by funds: $1.69B → $1.82B (+$125M)

0.22% more ownership

Funds ownership: 107.98%108.19% (+0.22%)

21% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 103

64% less call options, than puts

Call options by funds: $59.1M | Put options by funds: $162M

Holders
276
Holders Change
+28
Holders Change %
+11.29%
% of All Funds
3.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
44
Increased
81
Reduced
103
Closed
15
Calls
$59.1M
Puts
$162M
Net Calls
-$103M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$263M -$5.4M -94,277 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$124M -$461K -8,049 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$119M -$5.1M -89,094 -4%
CB
4
Cooke & Bieler
Pennsylvania
$117M -$4.39M -76,580 -4%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$70.7M +$4.23M +73,943 +6%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$69.6M -$13.4M -234,736 -16%
First Trust Advisors
7
First Trust Advisors
Illinois
$68M +$15.4M +268,629 +30%
State Street
8
State Street
Massachusetts
$65.7M +$400K +6,979 +0.6%
LSV Asset Management
9
LSV Asset Management
Illinois
$58.3M -$5.62M -98,200 -9%
American Century Companies
10
American Century Companies
Missouri
$56.4M +$6.22M +108,689 +13%
Goldman Sachs
11
Goldman Sachs
New York
$50.9M -$204K -3,567 -0.4%
JP Morgan Chase
12
JP Morgan Chase
New York
$49.7M +$9.92M +173,274 +25%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$47.2M -$980K -17,111 -2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$40.5M +$3.27M +57,153 +9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$38.4M -$405K -7,079 -1%
BPIA
16
Broad Peak Investment Advisers
Singapore
$33.6M -$17.2M -300,195 -34%
Charles Schwab
17
Charles Schwab
California
$33.4M +$3.11M +54,272 +10%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$28.1M -$842K -14,708 -3%
Millennium Management
19
Millennium Management
New York
$27.7M +$15.2M +265,717 +126%
Morgan Stanley
20
Morgan Stanley
New York
$25.1M +$4.56M +79,652 +23%
PCM
21
Punch Card Management
Florida
$23.9M -$33.5M -585,093 -59%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$20.1M -$1.81M -31,619 -8%
Northern Trust
23
Northern Trust
Illinois
$18M +$337K +5,889 +2%
Invesco
24
Invesco
Georgia
$16.1M +$617K +10,766 +4%
BCM
25
Bridgeway Capital Management
Texas
$14.3M +$361K +6,298 +3%

WGO Hedge Fund Activity: Q3 2024 in Review

276 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q3 2024, worth a combined $1.82B — up 7.4% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new WGO positions and 15 closed out — a net gain of 29 holders — while 81 added to existing stakes and 103 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $15.4M. The largest seller was Punch Card Management, cutting an estimated $33.5M.

  • 276 institutional investors held Winnebago Industries (WGO) as of Q3 2024, up from 248 in Q2 2024.
  • Funds reported $1.82B of Winnebago Industries stock for Q3 2024, up 7.4% quarter-over-quarter.
  • 44 funds opened new Winnebago Industries positions in Q3 2024 and 15 closed out, a net change of +29 holders.
  • The largest Winnebago Industries buyer in Q3 2024 was First Trust Advisors, an estimated $15.4M added.
  • The largest Winnebago Industries seller in Q3 2024 was Punch Card Management, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2024.