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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
BCWM
176
Bartlett & Co Wealth Management
Ohio
$40.6K
KFI
177
Key Financial Inc
Pennsylvania
$40.2K
AIM
178
Anchor Investment Management
South Carolina
$40.1K +$40.4K +999 New
CYG
179
Clean Yield Group
Vermont
$38.1K -$10.1K -250 -21%
GI
180
GAMMA Investing
California
$37.2K -$14.9K -369 -28%
MAM
181
Meeder Asset Management
Ohio
$33.7K
QCG
182
Quadrant Capital Group
Ohio
$33.3K +$18.4K +455 +121%
Ohio Public Employees Retirement System (OPERS)
183
Ohio Public Employees Retirement System (OPERS)
Ohio
$32K +$486 +12 +2%
CA
184
CoreCap Advisors
Michigan
$22.9K
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$21K +$9.55K +236 +79%
TIM
186
Tortoise Investment Management
New York
$20.1K
WTC
187
WhitTier Trust Company
Nevada
$19.5K
Jones Financial Companies
188
Jones Financial Companies
Missouri
$18.1K +$8.18K +202 +81%
CCA
189
Catalyst Capital Advisors
New York
$16.6K -$4.33K -107 -20%
OP
190
ORG Partners
Indiana
$16.4K
CAL
191
Capital Advisors Ltd
Ohio
$16K +$16K +394 +9,850%
WSFS
192
Wilmington Savings Fund Society
Delaware
$14.4K
HCA
193
Harbor Capital Advisors
Illinois
$13K +$1.66K +41 +14%
SWM
194
Sugarloaf Wealth Management
Georgia
$12K
CWM
195
Centricity Wealth Management
Ohio
$11.7K +$11.8K +292 New
HI
196
Harbour Investments
Wisconsin
$10.9K
AssetMark Inc
197
AssetMark Inc
California
$10.9K +$2.55K +63 +30%
US Bancorp
198
US Bancorp
Minnesota
$8.3K +$1.13K +28 +16%
KBFS
199
Kohmann Bosshard Financial Services
Ohio
$8.02K +$8.1K +200 New
IA
200
IFP Advisors
Florida
$7.86K -$243 -6 -3%