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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
SPIA
201
Steward Partners Investment Advisory
New York
$67.1K
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$61K +$38.9K +1,019 +227%
FF
203
FourThought Financial
Florida
$51K
GWM
204
Geneos Wealth Management
Colorado
$49K
IA
205
IFP Advisors
Florida
$49K +$33.9K +886 +273%
US Bancorp
206
US Bancorp
Minnesota
$44K +$4.24K +111 +11%
WTC
207
WhitTier Trust Company
Nevada
$40K
GI
208
Gradient Investments
Minnesota
$39K
HI
209
Harbour Investments
Wisconsin
$37K +$34.5K +902 New
JWM
210
Janiczek Wealth Management
Colorado
$34K +$28K +732 +779%
MAM
211
Meeder Asset Management
Ohio
$28K -$77.1K -2,019 -75%
Fuller & Thaler Asset Management
212
Fuller & Thaler Asset Management
California
$28K
CFFP
213
Center for Financial Planning
Michigan
$27K
QCG
214
Quadrant Capital Group
Ohio
$25K
GWSG
215
GPS Wealth Strategies Group
Colorado
$20K +$18.6K +487 New
PWM
216
Prentice Wealth Management
New York
$20K +$18.6K +487 New
CBT
217
Central Bank & Trust
Kentucky
$17K -$15.5K -405 -50%
CFGS
218
Concourse Financial Group Securities
Alabama
$17K
AIC
219
Ameritas Investment Company
Nebraska
$15.5K +$14.3K +375 New
GAM
220
Gemmer Asset Management
California
$15K
PO
221
Private Ocean
California
$15K +$13.6K +357 New
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$14K
PA
223
Parallel Advisors
California
$14K +$1.11K +29 +10%
ST
224
Smithfield Trust
Pennsylvania
$12K
FCA
225
FinTrust Capital Advisors
South Carolina
$8K