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Worthington Steel
WS

195 hedge funds and large institutions have $827M invested in Worthington Steel in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 33 increasing their positions, 72 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $651M → $827M (+$176M)

11% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 38

1% more funds holding

Funds holding: 193 → 195 (+2)

0.37% less ownership

Funds ownership: 46.28% → 45.9% (-0.37%)

54% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 72

Holders
195
Holders Change
+2
Holders Change %
+1.04%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
33
Reduced
72
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$36.9M
2
MP
Mangrove Partners
Connecticut
+$26.7M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$4.33M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.92M
5
N
Nuveen
North Carolina
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$15.1M
2
Morgan Stanley
Morgan Stanley
New York
-$10.4M
3
Norges Bank
Norges Bank
Norway
-$9.31M
4
PWS
Private Wealth Strategies
Ohio
-$5.76M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$5.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
101
PDS Planning
Ohio
$454K +$30 +1 +0%
Corient Private Wealth
102
Corient Private Wealth
Florida
$452K -$48.7K -1,606 -11%
CCMINC
103
Cardinal Capital Management Inc (North Carolina)
North Carolina
$439K +$371K +12,246 New
VVP
104
Venture Visionary Partners
Ohio
$434K – – –
IA
105
IFG Advisory
Georgia
$430K – – –
Creative Planning
106
Creative Planning
Kansas
$421K -$12.2K -403 -3%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$420K -$221K -7,275 -38%
ONB
108
Old National Bancorp
Indiana
$394K – – –
BCM
109
Bayesian Capital Management
New York
$379K +$321K +10,582 New
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$370K – – –
VOYA Investment Management
111
VOYA Investment Management
Georgia
$364K -$66K -2,175 -18%
MSRPS
112
Maryland State Retirement & Pension System
Maryland
$360K -$7.37K -243 -2%
AB
113
Amalgamated Bank
New York
$354K -$52.1K -1,718 -15%
HC
114
Henshaw Capital
Massachusetts
$325K – – –
M&T Bank
115
M&T Bank
New York
$324K -$1.82K -60 -0.7%
ASRS
116
Arizona State Retirement System
Arizona
$322K -$3.15K -104 -1%
TRCT
117
Tower Research Capital (TRC)
New York
$312K +$147K +4,837 +125%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$295K +$11.9K +393 +5%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$294K -$21.2K -700 -8%
Point72 Asset Management
120
Point72 Asset Management
Connecticut
$287K +$243K +8,000 New
GCM
121
G2 Capital Management
Ohio
$277K +$516 +17 +0.2%
Cerity Partners
122
Cerity Partners
New York
$246K +$208K +6,867 New
BFA
123
Beacon Financial Advisory
Ohio
$242K +$205K +6,750 New
SEI Investments
124
SEI Investments
Pennsylvania
$239K -$916K -30,211 -82%
FFA
125
Frazier Financial Advisors
Ohio
$238K +$201K +6,641 New
3 4
5
6 7

WS Hedge Fund Activity: Q1 2024 in Review

195 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Worthington Steel (WS) for Q1 2024, worth a combined $827M — up 27% from $651M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new WS positions and 38 closed out — a net gain of 4 holders — while 33 added to existing stakes and 72 trimmed.

The largest buyer was Vanguard Group, adding an estimated $36.9M. The largest seller was Macquarie Group, cutting an estimated $15.1M.

  • 195 institutional investors held Worthington Steel (WS) as of Q1 2024, up from 193 in Q4 2023.
  • Funds reported $827M of Worthington Steel stock for Q1 2024, up 27% quarter-over-quarter.
  • 42 funds opened new Worthington Steel positions in Q1 2024 and 38 closed out, a net change of +4 holders.
  • The largest Worthington Steel buyer in Q1 2024 was Vanguard Group, an estimated $36.9M added.
  • The largest Worthington Steel seller in Q1 2024 was Macquarie Group, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2024.