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Worthington Enterprises

229 hedge funds and large institutions have $1.26B invested in Worthington Enterprises in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.27% less ownership

Funds ownership: 77.33%77.06% (-0.27%)

7% less funds holding

Funds holding: 246229 (-17)

15% less capital invested

Capital invested by funds: $1.49B → $1.26B (-$225M)

27% less call options, than puts

Call options by funds: $2.85M | Put options by funds: $3.92M

36% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 101

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
229
Holders Change
-17
Holders Change %
-6.91%
% of All Funds
4.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
65
Reduced
101
Closed
31
Calls
$2.85M
Puts
$3.92M
Net Calls
-$1.06M
Net Calls Change
+$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
201
Janiczek Wealth Management
Colorado
$21K -$7.97K -221 -26%
QCG
202
Quadrant Capital Group
Ohio
$21K +$1.98K +55 +9%
MAM
203
Meeder Asset Management
Ohio
$16K -$2.85K -79 -13%
GWSG
204
GPS Wealth Strategies Group
Colorado
$16K
PWM
205
Prentice Wealth Management
New York
$16K
SWM
206
Sugarloaf Wealth Management
Georgia
$16K
CBT
207
Central Bank & Trust
Kentucky
$13K
GAM
208
Gemmer Asset Management
California
$12K
PO
209
Private Ocean
California
$12K
AF
210
Allworth Financial
California
$12K +$13.3K +370 New
FMP
211
Financial Management Professionals
Texas
$12K +$13.5K +375 New
IA
212
IFP Advisors
Florida
$11K
PA
213
Parallel Advisors
California
$10K -$1.04K -29 -9%
ST
214
Sageworth Trust
Pennsylvania
$9K
ST
215
Smithfield Trust
Pennsylvania
$9K
FCA
216
FinTrust Capital Advisors
South Carolina
$7K
AWM
217
Avior Wealth Management
Nebraska
$5K
EI
218
Ellevest Inc
New York
$5K
S
219
SignatureFD
Georgia
$5K +$937 +26 +20%
JWA
220
JFS Wealth Advisors
Pennsylvania
$3K
BBHC
221
Brown Brothers Harriman & Co
New York
$2.03K
TCM
222
TD Capital Management
Tennessee
$2K
BEI
223
Benjamin Edwards Inc
Missouri
$2K +$2.34K +65 New
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$1.5K
FHA
225
First Horizon Advisors
Tennessee
$1K