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Worthington Enterprises

285 hedge funds and large institutions have $1.62B invested in Worthington Enterprises in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 72 increasing their positions, 100 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $4.87M

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

7% more capital invested

Capital invested by funds: $1.5B → $1.62B (+$112M)

4% more funds holding

Funds holding: 274285 (+11)

0.35% less ownership

Funds ownership: 52.3%51.95% (-0.35%)

28% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 100

Holders
285
Holders Change
+11
Holders Change %
+4.01%
% of All Funds
4.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
72
Reduced
100
Closed
35
Calls
$10.7M
Puts
$4.87M
Net Calls
+$5.78M
Net Calls Change
+$5.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
201
Aviva
United Kingdom
$211K +$202K +3,384 New
MWPCG
202
Measured Wealth Private Client Group
New Hampshire
$209K -$287K -4,823 -59%
TD Asset Management
203
TD Asset Management
Ontario, Canada
$205K -$71.5K -1,200 -27%
SNBOSD
204
Security National Bank of So Dak
Iowa
$205K +$196K +3,299 New
Focus Partners Wealth
205
Focus Partners Wealth
Massachusetts
$205K +$197K +3,300 New
AIP
206
Ameritas Investment Partners
Nebraska
$191K
TCOV
207
Trust Company of Vermont
Vermont
$187K
CT
208
Cambridge Trust
Massachusetts
$182K
SIC
209
Salem Investment Counselors
North Carolina
$168K
HNB
210
Huntington National Bank
Ohio
$161K
SG Americas Securities
211
SG Americas Securities
New York
$148K +$23.3K +391 +20%
Fidelity Investments
212
Fidelity Investments
Massachusetts
$137K -$1.69M -28,326 -93%
BCV
213
Banque Cantonale Vaudoise
Switzerland
$125K -$11K -185 -8%
CI Investments Inc
214
CI Investments Inc
Ontario, Canada
$112K -$79.1K -1,329 -42%
EC
215
EntryPoint Capital
New York
$107K +$73.7K +1,238 +255%
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$106K
MLICM
217
Metropolitan Life Insurance Company (MetLife)
New York
$101K -$8.63K -145 -8%
CT
218
Caldwell Trust
Florida
$93.3K
SPIA
219
Steward Partners Investment Advisory
New York
$78.8K -$162K -2,727 -68%
CYG
220
Clean Yield Group
Vermont
$74.7K
TRCT
221
Tower Research Capital (TRC)
New York
$67.7K -$745K -12,512 -92%
RDFA
222
Ritter Daniher Financial Advisory
Ohio
$66.6K -$4.76K -80 -7%
GI
223
GAMMA Investing
California
$64.7K +$6.85K +115 +12%
BCWM
224
Bartlett & Co Wealth Management
Ohio
$63K
Citadel Advisors
225
Citadel Advisors
Florida
$62.5K -$4.34M -72,867 -99%