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Worthington Enterprises

243 hedge funds and large institutions have $1.69B invested in Worthington Enterprises in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 53 increasing their positions, 91 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

28% more capital invested

Capital invested by funds: $1.33B → $1.69B (+$366M)

11% more funds holding

Funds holding: 218243 (+25)

11% more call options, than puts

Call options by funds: $5.15M | Put options by funds: $4.63M

0.35% less ownership

Funds ownership: 79.41%79.06% (-0.35%)

42% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 91

Holders
243
Holders Change
+25
Holders Change %
+11.47%
% of All Funds
4.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
53
Increased
53
Reduced
91
Closed
27
Calls
$5.15M
Puts
$4.63M
Net Calls
+$523K
Net Calls Change
-$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
251
Bridgewater Associates
Connecticut
-$648K -20,462 Closed
DT
252
Diversified Trust
Tennessee
-$470K -14,843 Closed
SFS
253
Summit Financial Strategies
Ohio
-$427K -13,490 Closed
IA
254
IndexIQ Advisors
New York
-$410K -12,942 Closed
AA
255
AQR Arbitrage
Connecticut
-$408K -12,932 Closed
Voloridge Investment Management
256
Voloridge Investment Management
Florida
-$337K -10,632 Closed
GCP
257
GSA Capital Partners
United Kingdom
-$243K -7,688 Closed
CCIA
258
Campbell & Co Investment Adviser
Maryland
-$242K -7,654 Closed
Zurich Cantonal Bank
259
Zurich Cantonal Bank
Switzerland
-$233K -7,359 Closed
BC
260
Bridgefront Capital
Texas
-$221K -6,997 Closed
Barrow, Hanley, Mewhinney & Strauss
261
Barrow, Hanley, Mewhinney & Strauss
Texas
-$143K -4,532 Closed
CYG
262
Clean Yield Group
Vermont
-$136K -4,298 Closed
EA
263
Elm Advisors
California
-$95K -3,001 Closed
PWPS
264
Pinnacle Wealth Planning Services
Ohio
-$21K -657 Closed
CAM
265
ClariVest Asset Management
California
-$13K -396 Closed
Jones Financial Companies
266
Jones Financial Companies
Missouri
-$7K -227 Closed
FTDI
267
First Trust Direct Indexing
Massachusetts
-$6K -190 Closed
VCG
268
Vantage Consulting Group
Virginia
-$3K -105 Closed
HGWM
269
Harvest Group Wealth Management
Massachusetts
-$2K -52 Closed
PWMG
270
Prestige Wealth Management Group
New Jersey
-$1K -29 Closed