Worthington Enterprises
275 hedge funds and large institutions have $1.38B invested in Worthington Enterprises in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 32 closing their positions.
84% more call options, than puts
Call options by funds: $6.7M | Put options by funds: $3.63M
31% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 32
3% more funds holding
Funds holding: 267 → 275 (+8)
6% more capital inflows, than outflows
Capital inflows: $140M | Capital outflows: $132M
0.04% less ownership
Funds ownership: 44.7% → 44.65% (-0.04%)
6% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 93
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.2M |
| 2 |
State Street
Boston,
Massachusetts
|
+$12.5M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$9.56M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$5.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$54.3M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$5.67M |
| 3 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$5.11M |
| 4 |
BlackRock
New York
|
-$4.89M |
| 5 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$4.61M |
WOR Hedge Fund Activity: Q3 2023 in Review
275 of the 6,314 institutional investors tracked by Wall St. Rank reported a position in Worthington Enterprises (WOR) for Q3 2023, worth a combined $1.38B — down 10% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new WOR positions and 32 closed out — a net gain of 10 holders — while 87 added to existing stakes and 93 trimmed.
The largest buyer was Vanguard Group, adding an estimated $21.2M. The largest seller was Victory Capital Management, cutting an estimated $54.3M.
- 275 institutional investors held Worthington Enterprises (WOR) as of Q3 2023, up from 267 in Q2 2023.
- Funds reported $1.38B of Worthington Enterprises stock for Q3 2023, down 10% quarter-over-quarter.
- 42 funds opened new Worthington Enterprises positions in Q3 2023 and 32 closed out, a net change of +10 holders.
- The largest Worthington Enterprises buyer in Q3 2023 was Vanguard Group, an estimated $21.2M added.
- The largest Worthington Enterprises seller in Q3 2023 was Victory Capital Management, an estimated $54.3M sold.
Based on aggregated 13F filings for Q3 2023.