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Worthington Enterprises

188 hedge funds and large institutions have $1B invested in Worthington Enterprises in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 81 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.52% less ownership

Funds ownership: 84.29%81.76% (-2.5%)

10% less funds holding

Funds holding: 210188 (-22)

25% less capital invested

Capital invested by funds: $1.34B → $1B (-$338M)

44% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 81

48% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 44

61% less call options, than puts

Call options by funds: $1.27M | Put options by funds: $3.22M

Holders
188
Holders Change
-22
Holders Change %
-10.48%
% of All Funds
4.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
45
Reduced
81
Closed
44
Calls
$1.27M
Puts
$3.22M
Net Calls
-$1.96M
Net Calls Change
-$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$2.29M +$59.8K +2,405 +2%
PPA
52
Parametric Portfolio Associates
Washington
$2.24M -$249K -9,996 -9%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$2.01M -$254K -10,219 -10%
CS
54
Credit Suisse
Switzerland
$1.98M +$115K +4,619 +5%
GIA
55
Gateway Investment Advisers
Ohio
$1.94M
BC
56
Burney Company
Virginia
$1.9M -$1.74M -69,843 -44%
Legal & General Group
57
Legal & General Group
United Kingdom
$1.89M +$49.3K +1,982 +2%
LSV Asset Management
58
LSV Asset Management
Illinois
$1.84M -$1.01M -40,550 -32%
Retirement Systems of Alabama
59
Retirement Systems of Alabama
Alabama
$1.82M -$1.62K -65 -0.1%
First Trust Advisors
60
First Trust Advisors
Illinois
$1.65M -$1.15M -46,245 -38%
MIM
61
MetLife Investment Management
New Jersey
$1.45M -$106K -4,259 -6%
VanEck Associates
62
VanEck Associates
New York
$1.42M -$691K -27,772 -30%
BBHC
63
Brown Brothers Harriman & Co
New York
$1.34M
Fidelity Investments
64
Fidelity Investments
Massachusetts
$1.33M -$7.6M -305,501 -83%
AIA
65
Arbor Investment Advisors
North Carolina
$1.32M
UBS Group
66
UBS Group
Switzerland
$1.25M +$231K +9,286 +19%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$1.24M +$244K +9,821 +20%
MOACM
68
Mutual of America Capital Management
New York
$1.22M +$26.6K +1,069 +2%
TG
69
TCW Group
California
$1.2M -$965K -38,791 -41%
Nisa Investment Advisors
70
Nisa Investment Advisors
Missouri
$1.16M
HNB
71
Huntington National Bank
Ohio
$1.16M -$212K -8,531 -14%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$1.15M +$26.4K +1,061 +2%
PP
73
PDT Partners
New York
$1.15M +$1.33M +53,372 New
MM
74
Midas Management
New York
$1.13M +$1.31M +52,715 New
UBS AM
75
UBS AM
Illinois
$1.11M

WOR Hedge Fund Activity: Q4 2018 in Review

188 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Worthington Enterprises (WOR) for Q4 2018, worth a combined $1B — down 25% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of WOR and 23 opened new positions — a net loss of 21 holders — while 81 trimmed existing stakes and 45 added.

The largest buyer was Winton Group, adding an estimated $17.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $18.4M.

  • 188 institutional investors held Worthington Enterprises (WOR) as of Q4 2018, down from 210 in Q3 2018.
  • Funds reported $1B of Worthington Enterprises stock for Q4 2018, down 25% quarter-over-quarter.
  • 23 funds opened new Worthington Enterprises positions in Q4 2018 and 44 closed out, a net change of -21 holders.
  • The largest Worthington Enterprises buyer in Q4 2018 was Winton Group, an estimated $17.3M added.
  • The largest Worthington Enterprises seller in Q4 2018 was T. Rowe Price Associates, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2018.