Worthington Enterprises
WOR
234 hedge funds and large institutions have $1.63B invested in Worthington Enterprises in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 94 reducing their positions, and 20 closing their positions.
110% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 20
63% more call options, than puts
Call options by funds: $2.49M | Put options by funds: $1.53M
22% more capital invested
Capital invested by funds: $1.33B → $1.63B (+$292M)
10% more funds holding
Funds holding: 213 → 234 (+21)
1.49% more ownership
Funds ownership: 89.16% → 90.65% (+1.5%)
26% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KI
Kalmar Investments
Greenville,
Delaware
|
+$38.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.2M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$6.65M |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
+$6.54M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$6.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$14.4M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$12.8M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$12.4M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$10M |
| 5 |
State Street
Boston,
Massachusetts
|
-$9.5M |
WOR Hedge Fund Activity: Q4 2013 in Review
234 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Worthington Enterprises (WOR) for Q4 2013, worth a combined $1.63B — up 22% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new WOR positions and 20 closed out — a net gain of 22 holders — while 70 added to existing stakes and 94 trimmed.
The largest buyer was Kalmar Investments, opening a new position worth an estimated $38.4M. The largest seller was Guggenheim Capital, cutting an estimated $14.4M.
- 234 institutional investors held Worthington Enterprises (WOR) as of Q4 2013, up from 213 in Q3 2013.
- Funds reported $1.63B of Worthington Enterprises stock for Q4 2013, up 22% quarter-over-quarter.
- 42 funds opened new Worthington Enterprises positions in Q4 2013 and 20 closed out, a net change of +22 holders.
- The largest Worthington Enterprises buyer in Q4 2013 was Kalmar Investments, an estimated $38.4M added.
- The largest Worthington Enterprises seller in Q4 2013 was Guggenheim Capital, an estimated $14.4M sold.
Based on aggregated 13F filings for Q4 2013.