We are live on ! Find out more
WOR icon

Worthington Enterprises

229 hedge funds and large institutions have $1.69B invested in Worthington Enterprises in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.58B → $1.69B (+$113M)

6% more call options, than puts

Call options by funds: $6.83M | Put options by funds: $6.45M

4.62% less ownership

Funds ownership: 90.43%85.81% (-4.6%)

7% less funds holding

Funds holding: 246229 (-17)

15% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 91

39% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 38

Holders
229
Holders Change
-17
Holders Change %
-6.91%
% of All Funds
5.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
77
Reduced
91
Closed
38
Calls
$6.83M
Puts
$6.45M
Net Calls
+$376K
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
DVM
201
Dreman Value Management
Florida
$39K +$33.5K +1,249 New
GBT
202
Grove Bank & Trust
Florida
$38K +$6.09K +227 +23%
RFA
203
Reilly Financial Advisors
California
$37K
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$33K +$2.36K +88 +9%
WTC
205
WhitTier Trust Company
Nevada
$30K
APSP
206
Asset Planning Services (Pennsylvania)
Pennsylvania
$26K +$107 +4 +0.5%
IUHSA
207
Itau Unibanco Holding S.A.
Brazil
$22K -$3.46K -129 -15%
SAM
208
Shamrock Asset Management
Texas
$21K
FANJ
209
Financial Architects (New Jersey)
New Jersey
$20K +$4.35K +162 +33%
WCBA
210
Weaver C. Barksdale & Associates
Tennessee
$17K +$2.63K +98 +21%
PHK
211
Point72 Hong Kong
Hong Kong
$16K +$13.5K +503 New
Bessemer Group
212
Bessemer Group
New Jersey
$15K
CM
213
CoreCommodity Management
Connecticut
$13K -$312K -11,640 -97%
US Bancorp
214
US Bancorp
Minnesota
$13K -$3.25K -121 -23%
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$12K -$2.74K -102 -22%
SSB
216
Sandy Spring Bank
Maryland
$12K
GAM
217
Gemmer Asset Management
California
$11K
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$10K
GWM
219
Geneos Wealth Management
Colorado
$10K
HT
220
Heritage Trust
Oklahoma
$10K
AIL
221
AGF Investments LLC
Ontario, Canada
$9K -$510 -19 -6%
FHA
222
First Horizon Advisors
Tennessee
$7K +$215 +8 +4%
IA
223
IFP Advisors
Florida
$5K
HDIM
224
Hanson & Doremus Investment Management
Vermont
$4K
OFW
225
Omnia Family Wealth
Florida
$3K