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Worthington Enterprises

241 hedge funds and large institutions have $1.01B invested in Worthington Enterprises in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $1.09M

4% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 74

0.41% more ownership

Funds ownership: 49.58%49.99% (+0.41%)

2% less capital invested

Capital invested by funds: $1.03B → $1.01B (-$22.1M)

4% less funds holding

Funds holding: 252241 (-11)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

Holders
241
Holders Change
-11
Holders Change %
-4.37%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
77
Reduced
74
Closed
41
Calls
$1.7M
Puts
$1.09M
Net Calls
+$614K
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
201
Sterling Capital Management
North Carolina
$5.9K +$4.33K +107 +268%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$5.7K
HNW
203
High Note Wealth
Minnesota
$5.01K +$5.06K +125 New
BIG
204
Brooklyn Investment Group
New York
$4.49K +$4.53K +112 New
BIM
205
Breakwater Investment Management
Washington
$4.33K
UB
206
UMB Bank
Missouri
$4.09K +$3.56K +88 +629%
DB
207
Danske Bank
Denmark
$4.01K -$44.5K -1,100 -92%
S
208
SignatureFD
Georgia
$3.97K -$1.01K -25 -20%
BF
209
BOK Financial
Oklahoma
$3.96K
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$2.65K +$2.67K +66 New
LC
211
Lindbrook Capital
California
$2.49K
RCM
212
Raleigh Capital Management
North Carolina
$2.22K
FHA
213
First Horizon Advisors
Tennessee
$2.17K
PA
214
Parallel Advisors
California
$2.09K -$81 -2 -4%
MG
215
Mather Group
Illinois
$2.05K
Bessemer Group
216
Bessemer Group
New Jersey
$2K
Simplex Trading
217
Simplex Trading
Illinois
$2K +$2.63K +65 New
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$1.73K +$1.74K +43 New
JWA
219
JFS Wealth Advisors
Pennsylvania
$1.69K
AF
220
Allworth Financial
California
$1.47K
TCM
221
TD Capital Management
Tennessee
$1.36K
RIL
222
Rothschild Investment LLC
Illinois
$1.2K
FFA
223
Farther Finance Advisors
California
$1.16K -$162 -4 -12%
PMAM
224
Picton Mahoney Asset Management
Ontario, Canada
$1K
HWM
225
Hemington Wealth Management
Virginia
$1K +$729 +18 +129%