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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
Cerity Partners
151
Cerity Partners
New York
$340K
BT
152
Brandywine Trust
Delaware
$335K
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$322K +$297K +7,773 New
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$314K +$88.7K +2,321 +44%
RJA
155
Raymond James & Associates
Florida
$313K
CAM
156
Cresset Asset Management
Illinois
$309K -$197K -5,153 -41%
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$291K +$269K +7,039 New
IA
158
IFG Advisory
Georgia
$281K
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$280K -$278K -7,264 -52%
BFA
160
Beacon Financial Advisory
Ohio
$272K +$251K +6,577 New
BAM
161
Belpointe Asset Management
Nevada
$271K -$63.5K -1,662 -20%
MFS
162
Mirabella Financial Services
United Kingdom
$262K +$242K +6,336 New
HSBC Holdings
163
HSBC Holdings
United Kingdom
$258K -$165K -4,326 -41%
X
164
Xponance
Pennsylvania
$258K -$61.3K -1,605 -20%
Mitsubishi UFJ Trust & Banking
165
Mitsubishi UFJ Trust & Banking
Japan
$249K -$165K -4,310 -35%
CWM
166
CIBC World Markets
New York
$248K +$229K +6,000 New
Pacer Advisors
167
Pacer Advisors
Pennsylvania
$247K -$25.2K -660 -10%
EGM
168
Engineers Gate Manager
New York
$245K +$226K +5,920 New
MCM
169
MAI Capital Management
Ohio
$243K +$224K +5,870 New
RJFSA
170
Raymond James Financial Services Advisors
Florida
$242K +$223K +5,841 New
SWP
171
Stratos Wealth Partners
Ohio
$242K +$224K +5,860 New
VF
172
Virtu Financial
New York
$238K +$220K +5,763 New
CGH
173
Crossmark Global Holdings
Texas
$237K -$32.8K -859 -13%
BRM
174
Boston Research & Management
Massachusetts
$234K +$217K +5,677 New
DY
175
Dowling & Yahnke
California
$224K +$207K +5,421 New