Worthington Enterprises
WOR
267 hedge funds and large institutions have $1.55B invested in Worthington Enterprises in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 100 reducing their positions, and 18 closing their positions.
137% more call options, than puts
Call options by funds: $5.06M | Put options by funds: $2.14M
94% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 18
7% more capital invested
Capital invested by funds: $1.45B → $1.55B (+$98.1M)
6% more funds holding
Funds holding: 251 → 267 (+16)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.37% less ownership
Funds ownership: 72.87% → 72.5% (-0.37%)
28% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$6.11M |
| 2 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
+$5.77M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$4.76M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.37M |
| 5 |
Goldman Sachs
New York
|
+$2.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$12.2M |
| 2 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$8.74M |
| 3 |
State Street
Boston,
Massachusetts
|
-$4.19M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$3.26M |
| 5 |
Morgan Stanley
New York
|
-$2.64M |
WOR Hedge Fund Activity: Q2 2023 in Review
267 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Worthington Enterprises (WOR) for Q2 2023, worth a combined $1.55B — up 6.8% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new WOR positions and 18 closed out — a net gain of 17 holders — while 72 added to existing stakes and 100 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $6.11M. The largest seller was Victory Capital Management, cutting an estimated $12.2M.
- 267 institutional investors held Worthington Enterprises (WOR) as of Q2 2023, up from 251 in Q1 2023.
- Funds reported $1.55B of Worthington Enterprises stock for Q2 2023, up 6.8% quarter-over-quarter.
- 35 funds opened new Worthington Enterprises positions in Q2 2023 and 18 closed out, a net change of +17 holders.
- The largest Worthington Enterprises buyer in Q2 2023 was Baird Financial Group, an estimated $6.11M added.
- The largest Worthington Enterprises seller in Q2 2023 was Victory Capital Management, an estimated $12.2M sold.
Based on aggregated 13F filings for Q2 2023.