Worthington Enterprises
207 hedge funds and large institutions have $1.11B invested in Worthington Enterprises in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 83 reducing their positions, and 26 closing their positions.
1,769% more call options, than puts
Call options by funds: $2.04M | Put options by funds: $109K
42% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 26
15% more capital invested
Capital invested by funds: $969M → $1.11B (+$143M)
3% more funds holding
Funds holding: 201 → 207 (+6)
1.79% less ownership
Funds ownership: 79.42% → 77.64% (-1.8%)
36% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 83
Top Buyers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$8.4M |
| 2 |
JP Morgan Chase
New York
|
+$5.41M |
| 3 |
Goldman Sachs
New York
|
+$4.01M |
| 4 |
ARTA
A.R.T. Advisors
New York
|
+$2.71M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.61M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PO
226
Private Ocean
San Rafael,
California
| – | -$4K | -162 | Closed |
|
227
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -146 | Closed |
|
|
AWM
228
Avior Wealth Management
Omaha,
Nebraska
| – | -$1K | -81 | Closed |
|
|
QCG
229
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$1K | -63 | Closed |
|
|
PA
230
Parallel Advisors
San Francisco,
California
| – | -$1K | -52 | Closed |
|
|
AIM
231
Aigen Investment Management
New York
| – | +$259 | +11 | New |
|
|
GWS
232
Glassman Wealth Services
Vienna,
Virginia
| – | +$259 | +11 | New |
|
233
Fidelity International
Hamilton,
Bermuda
| – | +$423 | +18 | New |
|
WOR Hedge Fund Activity: Q4 2019 in Review
207 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Worthington Enterprises (WOR) for Q4 2019, worth a combined $1.11B — up 15% from $969M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new WOR positions and 26 closed out — a net gain of 11 holders — while 53 added to existing stakes and 83 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $8.4M. The largest seller was Wellington Management Group, cutting an estimated $9.33M.
- 207 institutional investors held Worthington Enterprises (WOR) as of Q4 2019, up from 201 in Q3 2019.
- Funds reported $1.11B of Worthington Enterprises stock for Q4 2019, up 15% quarter-over-quarter.
- 37 funds opened new Worthington Enterprises positions in Q4 2019 and 26 closed out, a net change of +11 holders.
- The largest Worthington Enterprises buyer in Q4 2019 was Victory Capital Management, an estimated $8.4M added.
- The largest Worthington Enterprises seller in Q4 2019 was Wellington Management Group, an estimated $9.33M sold.
Based on aggregated 13F filings for Q4 2019.