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Worthington Enterprises

285 hedge funds and large institutions have $1.62B invested in Worthington Enterprises in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 72 increasing their positions, 100 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $4.87M

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

7% more capital invested

Capital invested by funds: $1.5B → $1.62B (+$112M)

4% more funds holding

Funds holding: 274285 (+11)

0.35% less ownership

Funds ownership: 52.3%51.95% (-0.35%)

28% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 100

Holders
285
Holders Change
+11
Holders Change %
+4.01%
% of All Funds
4.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
72
Reduced
100
Closed
35
Calls
$10.7M
Puts
$4.87M
Net Calls
+$5.78M
Net Calls Change
+$5.03M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
251
FinTrust Capital Advisors
South Carolina
$7.72K
AssetMark Inc
252
AssetMark Inc
California
$7.72K +$7.38K +124 New
S
253
SignatureFD
Georgia
$7.09K +$1.01K +17 +18%
HIA
254
Harbor Investment Advisory
Maryland
$6.84K
BIM
255
Breakwater Investment Management
Washington
$6.72K +$6.43K +108 New
HCM
256
Highlander Capital Management
New Jersey
$6.22K
CJ
257
Caitlin John
Michigan
$5.85K
QL
258
Quarry LP
New York
$5.72K -$21.3K -357 -80%
CBT
259
Central Bank & Trust
Kentucky
$4.23K
LC
260
Lindbrook Capital
California
$3.86K
EWA
261
EverSource Wealth Advisors
Alabama
$3.83K +$3.99K +67 New
RCM
262
Raleigh Capital Management
North Carolina
$3.44K
FHA
263
First Horizon Advisors
Tennessee
$3.36K +$2.02K +34 +170%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$3.17K +$3.04K +51 New
Carson Wealth (CWM LLC)
265
Carson Wealth (CWM LLC)
Nebraska
$3K -$595 -10 -16%
MG
266
Mather Group
Illinois
$2.94K +$3.04K +51 New
JWA
267
JFS Wealth Advisors
Pennsylvania
$2.55K
CTC
268
Central Trust Company
Missouri
$2.49K
CPG
269
Custom Portfolio Group
Colorado
$2.43K
AF
270
Allworth Financial
California
$2.18K +$298 +5 +17%
TCM
271
TD Capital Management
Tennessee
$2.08K
PWMG
272
Private Wealth Management Group
New Jersey
$1.87K
GRP
273
Global Retirement Partners
California
$1.8K
FFA
274
Farther Finance Advisors
California
$1.35K -$298 -5 -19%
SIC
275
SJS Investment Consulting
Ohio
$1.18K