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Winnebago Industries

259 hedge funds and large institutions have $1.48B invested in Winnebago Industries in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 88 increasing their positions, 82 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 82

0.73% more ownership

Funds ownership: 108.19%108.92% (+0.73%)

6% less funds holding

Funds holding: 276259 (-17)

19% less capital invested

Capital invested by funds: $1.82B → $1.48B (-$341M)

23% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 60

59% less call options, than puts

Call options by funds: $47.9M | Put options by funds: $118M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
259
Holders Change
-17
Holders Change %
-6.16%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
88
Reduced
82
Closed
60
Calls
$47.9M
Puts
$118M
Net Calls
-$70.1M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$222M +$7.57M +133,585 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$104M +$2.75M +48,517 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$96.2M -$2.14M -37,780 -2%
CB
4
Cooke & Bieler
Pennsylvania
$94M -$2.44M -43,080 -2%
First Trust Advisors
5
First Trust Advisors
Illinois
$78.5M +$26.9M +474,273 +41%
State Street
6
State Street
Massachusetts
$57.1M +$3.6M +63,484 +6%
Goldman Sachs
7
Goldman Sachs
New York
$40.8M -$1.23M -21,783 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$40.7M -$166K -2,921 -0.3%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$37.5M -$1.47M -25,868 -3%
LSV Asset Management
10
LSV Asset Management
Illinois
$36.6M -$13.5M -237,500 -24%
Citadel Advisors
11
Citadel Advisors
Florida
$32.7M +$32.5M +574,204 +521%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$31.4M -$242K -4,278 -0.6%
AllianceBernstein
13
AllianceBernstein
Tennessee
$30.7M -$3.14M -55,443 -8%
Charles Schwab
14
Charles Schwab
California
$29.9M +$2.87M +50,634 +9%
Millennium Management
15
Millennium Management
New York
$27.3M +$5.39M +95,113 +20%
Bank of America
16
Bank of America
North Carolina
$26.5M +$23.8M +419,641 +313%
UBS Group
17
UBS Group
Switzerland
$25M +$23.5M +413,924 +381%
American Century Companies
18
American Century Companies
Missouri
$24.7M -$25.7M -454,303 -47%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$23.6M +$578K +10,202 +2%
Morgan Stanley
20
Morgan Stanley
New York
$21.5M +$984K +17,359 +4%
JGC
21
J. Goldman & Co
New York
$18M +$17.5M +308,959 +453%
Northern Trust
22
Northern Trust
Illinois
$16.5M +$1.99M +35,177 +11%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$15.5M -$1.23M -21,627 -6%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$15.4M +$17.3M +305,818 +1,930%
Barclays
25
Barclays
United Kingdom
$14.1M +$13.9M +245,131 +494%

WGO Hedge Fund Activity: Q4 2024 in Review

259 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q4 2024, worth a combined $1.48B — down 19% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of WGO and 46 opened new positions — a net loss of 14 holders — while 82 trimmed existing stakes and 88 added.

The largest buyer was Citadel Advisors, adding an estimated $32.5M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $70.7M sold.

  • 259 institutional investors held Winnebago Industries (WGO) as of Q4 2024, down from 276 in Q3 2024.
  • Funds reported $1.48B of Winnebago Industries stock for Q4 2024, down 19% quarter-over-quarter.
  • 46 funds opened new Winnebago Industries positions in Q4 2024 and 60 closed out, a net change of -14 holders.
  • The largest Winnebago Industries buyer in Q4 2024 was Citadel Advisors, an estimated $32.5M added.
  • The largest Winnebago Industries seller in Q4 2024 was 1832 Asset Management, an estimated $70.7M sold.

Based on aggregated 13F filings for Q4 2024.