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Worthington Enterprises

241 hedge funds and large institutions have $1.01B invested in Worthington Enterprises in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $1.09M

4% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 74

0.41% more ownership

Funds ownership: 49.58%49.99% (+0.41%)

2% less capital invested

Capital invested by funds: $1.03B → $1.01B (-$22.1M)

4% less funds holding

Funds holding: 252241 (-11)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

Holders
241
Holders Change
-11
Holders Change %
-4.37%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
77
Reduced
74
Closed
41
Calls
$1.7M
Puts
$1.09M
Net Calls
+$614K
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
226
Hexagon Capital Partners
Arkansas
$923 +$162 +4 +21%
SO
227
Sierra Ocean
California
$923 +$931 +23 New
PWA
228
Physician Wealth Advisors
Utah
$763 +$769 +19 New
SAM
229
Smartleaf Asset Management
Massachusetts
$761 -$81 -2 -10%
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
$722 +$729 +18 New
DPW
231
DiNuzzo Private Wealth
Pennsylvania
$682 +$283 +7 +70%
PS
232
Principal Securities
Iowa
$642
GRP
233
Global Retirement Partners
California
$602 -$567 -14 -48%
EWA
234
EverSource Wealth Advisors
Alabama
$602 +$526 +13 +650%
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$562
CIAM
236
Caitong International Asset Management
Hong Kong
$481 +$486 +12 New
SIC
237
SJS Investment Consulting
Ohio
$442 -$283 -7 -39%
GFPC
238
Global Financial Private Client
Florida
$80 +$81 +2 New
PWM
239
Parkworth Wealth Management
California
$80 +$81 +2 New
LSA
240
Leonteq Securities AG
Switzerland
$40 -$202 -5 -83%
Baird Financial Group
241
Baird Financial Group
Wisconsin
-$8.19M -197,516 Closed
Envestnet Asset Management
242
Envestnet Asset Management
Illinois
-$7.08M -170,775 Closed
BGIM
243
Brandywine Global Investment Management
Pennsylvania
-$6.24M -154,531 Closed
CSS
244
Cubist Systematic Strategies
Connecticut
-$2.23M -53,824 Closed
EP
245
Edgestream Partners
New Jersey
-$1.83M -44,132 Closed
CCM
246
Coldstream Capital Management
Washington
-$1.06M -25,684 Closed
TC
247
TwinBeech Capital
New York
-$1.01M -24,472 Closed
SNBOSCI
248
Security National Bank of Sioux City Iowa
Iowa
-$622K -15,001 Closed
Teacher Retirement System of Texas
249
Teacher Retirement System of Texas
Texas
-$472K -11,396 Closed
VVP
250
Venture Visionary Partners
Ohio
-$460K -11,105 Closed