Worthington Enterprises
229 hedge funds and large institutions have $1.43B invested in Worthington Enterprises in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 82 reducing their positions, and 41 closing their positions.
26% more call options, than puts
Call options by funds: $2.76M | Put options by funds: $2.19M
6% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 82
1.03% less ownership
Funds ownership: 87.57% → 86.54% (-1%)
3% less funds holding
Funds holding: 236 → 229 (-7)
9% less capital invested
Capital invested by funds: $1.57B → $1.43B (-$137M)
15% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$54.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.2M |
| 3 |
JP Morgan Chase
New York
|
+$13.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$12.5M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$8.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$27.3M |
| 2 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$26.9M |
| 3 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
-$23.7M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$20.9M |
| 5 |
Morgan Stanley
New York
|
-$18.1M |
WOR Hedge Fund Activity: Q4 2017 in Review
229 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Worthington Enterprises (WOR) for Q4 2017, worth a combined $1.43B — down 8.7% from $1.57B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of WOR and 35 opened new positions — a net loss of 6 holders — while 82 trimmed existing stakes and 77 added.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $54.5M. The largest seller was AQR Capital Management, cutting an estimated $27.3M.
- 229 institutional investors held Worthington Enterprises (WOR) as of Q4 2017, down from 236 in Q3 2017.
- Funds reported $1.43B of Worthington Enterprises stock for Q4 2017, down 8.7% quarter-over-quarter.
- 35 funds opened new Worthington Enterprises positions in Q4 2017 and 41 closed out, a net change of -6 holders.
- The largest Worthington Enterprises buyer in Q4 2017 was Victory Capital Management, an estimated $54.5M added.
- The largest Worthington Enterprises seller in Q4 2017 was AQR Capital Management, an estimated $27.3M sold.
Based on aggregated 13F filings for Q4 2017.