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Worthington Enterprises

252 hedge funds and large institutions have $1.03B invested in Worthington Enterprises in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $3.61M | Put options by funds: $3.13M

1% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 82

1.4% less ownership

Funds ownership: 50.98%49.58% (-1.4%)

4% less funds holding

Funds holding: 262252 (-10)

15% less capital invested

Capital invested by funds: $1.21B → $1.03B (-$180M)

15% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 46

Holders
252
Holders Change
-10
Holders Change %
-3.82%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
81
Reduced
82
Closed
46
Calls
$3.61M
Puts
$3.13M
Net Calls
+$481K
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
201
Quadrant Capital Group
Ohio
$15.6K +$728 +16 +4%
WSFS
202
Wilmington Savings Fund Society
Delaware
$14.9K +$16.4K +360 New
SWM
203
Sugarloaf Wealth Management
Georgia
$12.4K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$12K +$1.41K +31 +12%
HCA
205
Harbor Capital Advisors
Illinois
$12K +$13.2K +290 New
HI
206
Harbour Investments
Wisconsin
$11.3K -$5.92K -130 -32%
QL
207
Quarry LP
New York
$10.9K -$10.2K -223 -46%
Jones Financial Companies
208
Jones Financial Companies
Missouri
$10.2K
AssetMark Inc
209
AssetMark Inc
California
$8.71K +$3.92K +86 +69%
GWM
210
Geneos Wealth Management
Colorado
$8.29K
IA
211
IFP Advisors
Florida
$7.88K
US Bancorp
212
US Bancorp
Minnesota
$7.42K -$265K -5,819 -97%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$5.97K
FCA
214
FinTrust Capital Advisors
South Carolina
$5.14K
S
215
SignatureFD
Georgia
$5.14K +$455 +10 +9%
BIM
216
Breakwater Investment Management
Washington
$4.48K
BF
217
BOK Financial
Oklahoma
$4.11K +$4.55K +100 New
LC
218
Lindbrook Capital
California
$2.57K -$410 -9 -13%
RCM
219
Raleigh Capital Management
North Carolina
$2.29K
PA
220
Parallel Advisors
California
$2.25K -$12.2K -269 -83%
FHA
221
First Horizon Advisors
Tennessee
$2.24K
MG
222
Mather Group
Illinois
$2.11K
Bessemer Group
223
Bessemer Group
New Jersey
$2K +$2.05K +45 New
JWA
224
JFS Wealth Advisors
Pennsylvania
$1.74K +$46 +1 +2%
SCM
225
Sterling Capital Management
North Carolina
$1.66K +$1.82K +40 New