The leading institutional investor in RV stocks is Royce Funds with nearly $670 million invested in THOR (NYSE:THO, Snapshot), Winnebago (NYSE:WGO, Snapshot), Monaco (NYSE:MNC, Snapshot), Skyline (NYSE:SKY, Snapshot) and chassis manufacturer Spartan Motors (NYSE:SPAR, Snapshot).  That's about 10% of the total market cap of the RV stocks in our index.

FMR Corp., better known as Fidelity Investments is the next largest holder of RV stocks with $340 million under management but that's a paltry 0.03% of their total $1.2 trillion and 300 funds under management. It still amounts to roughly 5% of the total market cap of the RV Index. FMR's top RV holdings are Winnebago and Monaco.

Barclays Global Investors has $1.5 trillion under management and $310 million invested in RV stocks of which half is invested in Polaris (NYSE:PII, Snapshot). BGI also has positions in THOR, Winnebago, Fleetwood (NYSE:FLE, Snapshot), Monaco, Skyline and Coachmen (NYSE:COA, Snapshot).

First Pacific Advisors has $290 million of its $10 billion fund invested in Fleetwood, Thor, Polaris, and Coachmen.

With $440 billion in assets under management, Amvescap operates under the better known AIM, INVESCO, AIM Trimark, Invesco Perpetual and Atlantic Trust brands. Not broadly invested in RV stocks, they have $265 million invested in Polaris.

THOR has the highest amount of invested institutional money at $1.2 billion, just edging out Winnebago at $1.1 billion and Polaris at $1.0 billion.

Ownership Share