Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WORTHINGTON STL INC (WS)

221 + Investors. Track Smart Money conviction in WS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — WS

Based on 221 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added WS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
221 hedge funds hold WS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

108 buying86 selling
Last quarter: 108 funds bought or added vs 86 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new WS position: 25 → 26 → 25 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 34% medium ■ 26% new
89 out of 221 hedge funds have held WS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

27 → 25 → 26 → 25 → 41 new funds/Q
New funds entering each quarter: 25 → 26 → 25 → 41. A growing number of institutions are discovering WS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 3% veterans, 31% new entrants

■ 3% veterans ■ 66% 1-2yr ■ 31% new
Of 221 current holders: 7 (3%) held 2+ years, 145 held 1–2 years, 69 (31%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
37 of 221 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in WS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WS

In 2025 Q4, 108 hedge funds were net buyers of WS (41 opened a new position, 67 added to an existing one), while 86 reduced or exited (67 trimmed, 19 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in WS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 221.

Hedge Fund Ownership: WS

How many hedge funds hold WS — quarterly history vs. share price
Quarterly hedge fund ownership of WS vs. share price

Market Analysis: WS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WS

Basic Materials Steel

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 1 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: WS
2026 Q1 Stats Unlock in 8 days 221 + Investors

Track Smart Money conviction in WS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 221 202 9.41%
13F Shares 26M 26M 1.37%
Total Value $899M $779M 15.41%
New Positions 41 25 +16
Increased Positions 68 73 -5
Closed Positions 19 16 +3
Reduced Positions 67 58 +9
Total Calls 0 1 -100.0%
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 2.0 Bullish

Statistics: WS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

221 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WS. Verified SEC 13F-HR filings.

Top 25 institutional holders of WS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DENALI ADVISORS LLC 0.67% 199,415 $6.1M
2 GERBER, LLC 0.41% 24,108 $732K
3 Frazier Financial Advisors, LLC 0.13% 7,674 $233K
4 Smithfield Trust Co 0.10% 76,116 $2K
5 DEPRINCE RACE & ZOLLO INC 0.09% 162,218 $4.9M
6 Cardinal Capital Management 0.08% 21,473 $652K
7 TEACHER RETIREMENT SYSTEM OF TEXAS 0.07% 564,797 $17.1M
8 AlphaQuest LLC 0.07% 35,899 $1.2M
9 HARBOR CAPITAL ADVISORS, INC. 0.06% 24,635 —
10 Beacon Financial Advisory LLC 0.05% 6,797 $206K
11 True Wealth Design, LLC 0.04% 4,773 $145K
12 Midwest Trust Co 0.03% 73,887 $2.2M
13 LSV ASSET MANAGEMENT 0.03% 413,585 $13K
14 PDS Planning, Inc 0.02% 12,148 $369K
15 Brooklyn Investment Group 0.02% 25,153 $763K
16 WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% 41,420 $1.3M
17 KEYBANK NATIONAL ASSOCIATION/OH 0.02% 206,905 $6.3M
18 Summit Financial Strategies, Inc. 0.02% 8,771 $266K
19 Summit Global Investments 0.01% 7,149 —
20 PARK NATIONAL CORP /OH/ 0.01% 11,175 $339K
21 Clean Yield Group 0.01% 1,200 $36K
22 Y-Intercept (Hong Kong) Ltd 0.01% 17,080 $518K
23 Founders Capital Management 0.01% 600 $18K
24 Illinois Municipal Retirement Fund 0.01% 20,376 $618K
25 Louisiana State Employees Retirement System 0.01% 14,400 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WORTHINGTON STL INC (WS)

What does the Smart Money Trend signal show for WS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WS?

Slight buying edge — 56% buying: Last quarter: 108 funds bought or added vs 86 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WS holders?

Elite ownership — 56% AUM from top-100 funds: 37 of 221 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in WS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WS?

40% of holders stayed for 2+ years: 89 out of 221 hedge funds have held WS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.