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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
Vontobel Holding
26
Vontobel Holding
Switzerland
$4.32M -$415K -10,259 -9%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$4.31M +$386K +9,539 +10%
Legal & General Group
28
Legal & General Group
United Kingdom
$3.73M +$143K +3,526 +4%
Fidelity International
29
Fidelity International
Bermuda
$3.45M
BAM
30
Bastion Asset Management
Canada
$3.45M +$3.42M +84,402 New
Deutsche Bank
31
Deutsche Bank
Germany
$3.34M +$1.91M +47,245 +132%
FCI
32
Financial Counselors Inc
Kansas
$3.27M -$61K -1,507 -2%
Renaissance Technologies
33
Renaissance Technologies
New York
$3.26M -$2.3M -56,800 -41%
N
34
Nuveen
North Carolina
$3.23M
WCM
35
Wedge Capital Management
North Carolina
$3.2M
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.16M +$1.46M +36,118 +85%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.12M +$480K +11,866 +18%
ST
38
Smithfield Trust
Pennsylvania
$3.05M
Ameriprise
39
Ameriprise
Minnesota
$2.98M -$115K -2,834 -4%
RA
40
Royce & Associates
New York
$2.8M +$52.3K +1,293 +2%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$2.79M +$62.7K +1,548 +2%
Barclays
42
Barclays
United Kingdom
$2.69M -$2.47M -61,119 -48%
Swiss National Bank
43
Swiss National Bank
Switzerland
$2.57M
UBS AM
44
UBS AM
Illinois
$2.55M +$647K +15,981 +34%
UBS Group
45
UBS Group
Switzerland
$2.37M +$436K +10,768 +22%
LWP
46
LeClair Wealth Partners
Ohio
$2.34M +$2.36M +58,227 New
ECM
47
ExodusPoint Capital Management
New York
$2.33M +$2.35M +58,159 New
Lido Advisors
48
Lido Advisors
California
$2.32M +$2.34M +57,766 New
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$2.03M -$40.5K -1,000 -2%
Squarepoint
50
Squarepoint
New York
$1.97M +$115K +2,830 +6%