Winnebago Industries (WGO) Market Valuation Declined While Walthausen & Company Has Trimmed Position; As Zayo Group Hldgs (ZAYO) Valuation Rose, Shareholder Three Bays Capital LP Has Lowered Its Stake

February 16, 2018 - By Dolores Ford

Walthausen & Company decreased its stake in Winnebago Industries Inc (WGO) by 18.04% based on its latest 2017Q3 regulatory filing with the SEC. Walthausen & Company sold 107,880 shares as the company’s stock declined 23.58% while stock markets rallied. The institutional investor held 489,959 shares of the consumer non-durables company at the end of 2017Q3, valued at $21.93M, down from 597,839 at the end of the previous reported quarter. Walthausen & Company who had been investing in Winnebago Industries Inc for a number of months, seems to be less bullish one the $1.41 billion market cap company. The stock increased 0.11% or $0.05 during the last trading session, reaching $44.55. About 480,912 shares traded. Winnebago Industries, Inc. (NYSE:WGO) has risen 28.17% since February 16, 2017 and is uptrending. It has outperformed by 11.47% the S&P500.

Three Bays Capital Lp decreased its stake in Zayo Group Hldgs Inc (ZAYO) by 10.89% based on its latest 2017Q3 regulatory filing with the SEC. Three Bays Capital Lp sold 211,181 shares as the company’s stock rose 1.36% with the market. The institutional investor held 1.73M shares of the public utilities company at the end of 2017Q3, valued at $59.50 million, down from 1.94 million at the end of the previous reported quarter. Three Bays Capital Lp who had been investing in Zayo Group Hldgs Inc for a number of months, seems to be less bullish one the $9.29B market cap company. The stock increased 3.54% or $1.28 during the last trading session, reaching $37.46. About 2.16 million shares traded or 10.23% up from the average. Zayo Group Holdings, Inc. (NYSE:ZAYO) has risen 14.22% since February 16, 2017 and is uptrending. It has underperformed by 2.48% the S&P500.

Among 7 analysts covering Winnebago Industries (NYSE:WGO), 3 have Buy rating, 0 Sell and 4 Hold. Therefore 43% are positive. Winnebago Industries had 23 analyst reports since August 26, 2015 according to SRatingsIntel. As per Thursday, October 19, the company rating was maintained by Stifel Nicolaus. The firm earned “Market Perform” rating on Friday, March 10 by BMO Capital Markets. The stock of Winnebago Industries, Inc. (NYSE:WGO) earned “Buy” rating by Robert W. Baird on Friday, October 20. As per Thursday, January 25, the company rating was downgraded by Northcoast. Northcoast upgraded the stock to “Buy” rating in Thursday, March 23 report. The company was downgraded on Wednesday, August 26 by Zacks. The rating was maintained by Robert W. Baird with “Buy” on Wednesday, December 20. The stock of Winnebago Industries, Inc. (NYSE:WGO) has “Buy” rating given on Monday, August 14 by Stifel Nicolaus. BMO Capital Markets maintained it with “Hold” rating and $34.0 target in Friday, October 13 report. The rating was maintained by BMO Capital Markets with “Hold” on Wednesday, June 21.

Walthausen & Company, which manages about $1.45 billion and $1.07B US Long portfolio, upped its stake in Commerce Bancshares Inc (NASDAQ:CBSH) by 12,070 shares to 115,575 shares, valued at $6.68 million in 2017Q3, according to the filing. It also increased its holding in Stock Yard Bancorp Inc (NASDAQ:SYBT) by 43,160 shares in the quarter, for a total of 319,448 shares, and has risen its stake in Great Southern Bancorp (NASDAQ:GSBC).

Investors sentiment decreased to 1.7 in 2017 Q3. Its down 0.45, from 2.15 in 2017Q2. It worsened, as 15 investors sold WGO shares while 48 reduced holdings. 38 funds opened positions while 69 raised stakes. 25.32 million shares or 3.45% less from 26.23 million shares in 2017Q2 were reported. Hightower Advsr Limited Liability Corp accumulated 5,592 shares. Citadel Advisors Lc holds 10,617 shares. Alphaone Invest Serv Ltd Liability accumulated 3,646 shares. Alps Advsrs Inc invested in 12,365 shares. Globeflex Lp owns 3,290 shares for 0.04% of their portfolio. 34,380 were accumulated by Barclays Public Ltd Co. Griffin Asset Mgmt invested in 0.54% or 67,075 shares. Zurcher Kantonalbank (Zurich Cantonalbank) holds 0% of its portfolio in Winnebago Industries, Inc. (NYSE:WGO) for 1,986 shares. Texas Permanent School Fund invested in 20,984 shares. Ruggie Capital Grp has invested 0.01% of its portfolio in Winnebago Industries, Inc. (NYSE:WGO). James Investment reported 70,930 shares or 0.11% of all its holdings. Prudential Fincl has 0% invested in Winnebago Industries, Inc. (NYSE:WGO) for 50,734 shares. Manufacturers Life Ins Co The, Ontario – Canada-based fund reported 23,683 shares. Friess Ltd Co invested in 0.89% or 227,500 shares. Legal General Grp Plc accumulated 59,995 shares.

Since August 23, 2017, it had 0 buys, and 20 selling transactions for $198.88 million activity. GTCR FUND X/A LP had sold 4.70M shares worth $161.45 million. The insider Waters John F Jr. sold 9,512 shares worth $324,359. The insider Connor Richard W. sold $40,105. Steinfort Matt sold 1,891 shares worth $68,749. The insider Crouch Andrew sold $777,582. Richardson Nina sold $24,078 worth of stock or 655 shares.

Investors sentiment decreased to 1.2 in Q3 2017. Its down 0.14, from 1.34 in 2017Q2. It dropped, as 39 investors sold ZAYO shares while 77 reduced holdings. 41 funds opened positions while 98 raised stakes. 202.87 million shares or 6.79% more from 189.97 million shares in 2017Q2 were reported. Banbury Partners Lc owns 650,000 shares. Frontfour Grp Ltd Liability Corp reported 147,637 shares or 0.93% of all its holdings. Appleton Partners Ma accumulated 35,605 shares. Manning & Napier Advisors Limited Liability accumulated 4.58 million shares. Omega reported 100,000 shares. Pennant Capital Management Ltd Com has 1.00 million shares for 2.12% of their portfolio. Voya Invest Mngmt Llc reported 87,164 shares stake. 2.38M are owned by Deutsche State Bank Ag. Tci Wealth Advsr holds 88 shares or 0% of its portfolio. D E Shaw & holds 0.01% or 132,595 shares. 14,130 are owned by Jacobs Levy Equity Mgmt. Aqr Cap holds 16,016 shares. Jana Prtn Ltd Liability Corp accumulated 4.18M shares. Pacad Inv Ltd holds 21,400 shares. Benjamin F Edwards And Incorporated owns 200 shares.

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By1 Dolores Ford

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