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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.

New
Increased
Maintained
Reduced
Closed

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: 267275 (+8)

0.07% less ownership

Funds ownership: 72.5%72.43% (-0.07%)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

10% less capital invested

Capital invested by funds: $1.55B → $1.38B (-$161M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
275
Holders Change
+8
Holders Change %
+3%
% of All Funds
4.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
87
Reduced
93
Closed
32
Calls
$6.7M
Puts
$3.63M
Net Calls
+$3.06M
Net Calls Change
+$135K

WOR Hedge Fund Activity: Q3 2023 in Review

275 of the 6,310 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.