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Worthington Enterprises

210 hedge funds and large institutions have $1.34B invested in Worthington Enterprises in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 85 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $4.04M | Put options by funds: $3.63M

1.7% more ownership

Funds ownership: 82.58%84.29% (+1.7%)

3% more capital invested

Capital invested by funds: $1.3B → $1.34B (+$42.6M)

5% less funds holding

Funds holding: 222210 (-12)

25% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 36

31% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 85

Holders
210
Holders Change
-12
Holders Change %
-5.41%
% of All Funds
4.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
59
Reduced
85
Closed
36
Calls
$4.04M
Puts
$3.63M
Net Calls
+$401K
Net Calls Change
-$115K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
226
Tiverton Asset Management
Delaware
-$205K -7,938 Closed
PP
227
PDS Planning
Ohio
-$182K -7,028 Closed
Envestnet Asset Management
228
Envestnet Asset Management
Illinois
-$154K -5,953 Closed
OWA
229
One Wealth Advisors
California
-$136K -5,263 Closed
IUHSA
230
Itau Unibanco Holding S.A.
Brazil
-$102K -3,925 Closed
AIM
231
Assured Investment Management
New York
-$93K -3,583 Closed
AA
232
Apriem Advisors
California
-$92K -3,568 Closed
AAM
233
Advisors Asset Management
Colorado
-$77K -2,980 Closed
HIM
234
Hillsdale Investment Management
Ontario, Canada
-$71K -2,757 Closed
MCM
235
McKinley Capital Management
Alaska
-$68K -2,637 Closed
PHK
236
Point72 Hong Kong
Hong Kong
-$46K -1,794 Closed
WEC
237
Winslow Evans & Crocker
Massachusetts
-$42K -1,622 Closed
PIA
238
Piedmont Investment Advisors
North Carolina
-$34K -1,325 Closed
Simplex Trading
239
Simplex Trading
Illinois
-$13.7K -487 Closed
IA
240
IFP Advisors
Florida
-$11K -417 Closed
MCM
241
MV Capital Management
Maryland
-$3K -114 Closed
FRA
242
Front Row Advisors
California
-$1 -52 Closed
FGAM
243
Financial Gravity Asset Management
Texas
+$56 +2 +25%
CAG
244
Csenge Advisory Group
Florida
+$365 +13 New