Worthington Enterprises
WOR
213 hedge funds and large institutions have $1.33B invested in Worthington Enterprises in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 21 closing their positions.
90% more call options, than puts
Call options by funds: $3.73M | Put options by funds: $1.97M
19% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 21
6% more capital invested
Capital invested by funds: $1.26B → $1.33B (+$78.3M)
5% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 79
1% more funds holding
Funds holding: 211 → 213 (+2)
1.15% less ownership
Funds ownership: 90.31% → 89.16% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.5M |
| 2 |
Renaissance Technologies
New York
|
+$10.9M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$8.62M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$8.49M |
| 5 |
RA
Royce & Associates
New York
|
+$7.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$28.5M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$20.4M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$14.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$8.61M |
WOR Hedge Fund Activity: Q3 2013 in Review
213 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Worthington Enterprises (WOR) for Q3 2013, worth a combined $1.33B — up 6.2% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new WOR positions and 21 closed out — a net gain of 4 holders — while 83 added to existing stakes and 79 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was Heartland Advisors, exiting entirely with an estimated $28.5M sold.
- 213 institutional investors held Worthington Enterprises (WOR) as of Q3 2013, up from 211 in Q2 2013.
- Funds reported $1.33B of Worthington Enterprises stock for Q3 2013, up 6.2% quarter-over-quarter.
- 25 funds opened new Worthington Enterprises positions in Q3 2013 and 21 closed out, a net change of +4 holders.
- The largest Worthington Enterprises buyer in Q3 2013 was Morgan Stanley, an estimated $13.5M added.
- The largest Worthington Enterprises seller in Q3 2013 was Heartland Advisors, an estimated $28.5M sold.
Based on aggregated 13F filings for Q3 2013.