Worthington Enterprises
253 hedge funds and large institutions have $1.61B invested in Worthington Enterprises in 2016 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 84 increasing their positions, 90 reducing their positions, and 21 closing their positions.
124% more call options, than puts
Call options by funds: $3.33M | Put options by funds: $1.48M
95% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 21
16% more capital invested
Capital invested by funds: $1.39B → $1.61B (+$222M)
6% more funds holding
Funds holding: 238 → 253 (+15)
1.02% more ownership
Funds ownership: 85.11% → 86.13% (+1%)
7% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 90
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$18.6M |
| 2 |
Goldman Sachs
New York
|
+$12.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.9M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$5.93M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$5.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.45M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$5.13M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$3.4M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$3.39M |
WOR Hedge Fund Activity: Q3 2016 in Review
253 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Worthington Enterprises (WOR) for Q3 2016, worth a combined $1.61B — up 16% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new WOR positions and 21 closed out — a net gain of 20 holders — while 84 added to existing stakes and 90 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $18.6M. The largest seller was Morgan Stanley, cutting an estimated $11.3M.
- 253 institutional investors held Worthington Enterprises (WOR) as of Q3 2016, up from 238 in Q2 2016.
- Funds reported $1.61B of Worthington Enterprises stock for Q3 2016, up 16% quarter-over-quarter.
- 41 funds opened new Worthington Enterprises positions in Q3 2016 and 21 closed out, a net change of +20 holders.
- The largest Worthington Enterprises buyer in Q3 2016 was AQR Capital Management, an estimated $18.6M added.
- The largest Worthington Enterprises seller in Q3 2016 was Morgan Stanley, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2016.