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Unum
UNM

464 hedge funds and large institutions have $7.03B invested in Unum in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 158 increasing their positions, 172 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $3.96M

162% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 26

9% more funds holding

Funds holding: 427 → 464 (+37)

2% more capital invested

Capital invested by funds: $6.88B → $7.03B (+$154M)

8% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 172

1.78% less ownership

Funds ownership: 94.85% → 93.07% (-1.8%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
464
Holders Change
+37
Holders Change %
+8.67%
% of All Funds
12.38%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
68
Increased
158
Reduced
172
Closed
26
Calls
$16.7M
Puts
$3.96M
Net Calls
+$12.7M
Net Calls Change
+$3.76M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$52.7M
2
American Century Companies
American Century Companies
Missouri
+$49.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$29.6M
4
Norges Bank
Norges Bank
Norway
+$20.4M
5
First Trust Advisors
First Trust Advisors
Illinois
+$20.4M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$84.6M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$60.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$47M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$41.9M
5
Axa
Axa
France
-$32.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
276
Thrivent Financial for Lutherans
Minnesota
$688K +$497K +14,700 +211%
Janus Henderson Group
277
Janus Henderson Group
United Kingdom
$681K -$676K -20,004 -48%
IA
278
Icon Advisers
Colorado
$680K – – –
SBSB
279
Sullivan, Bruyette, Speros & Blaney
Virginia
$679K +$722K +21,344 New
LMGAM
280
Liberty Mutual Group Asset Management
Massachusetts
$671K +$101K +3,000 +17%
LAM
281
Lingohr Asset Management
Germany
$671K +$714K +21,100 New
ACI
282
Advance Capital I
Michigan
$668K +$710K +21,000 New
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$654K -$85.3K -2,522 -11%
KRS
284
Kentucky Retirement Systems
Kentucky
$643K -$58.3K -1,725 -8%
SCM
285
Shelton Capital Management
Colorado
$641K -$125K -3,700 -16%
TAF
286
Tredje AP-fonden
Sweden
$640K +$234K +6,922 +52%
PAM
287
Panagora Asset Management
Massachusetts
$624K +$14.5K +429 +2%
ASN
288
Advisory Services Network
Georgia
$611K +$426K +12,601 +190%
COPPSERS
289
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$605K +$44.4K +1,312 +7%
SIM
290
Sentry Investment Management
Wisconsin
$599K – – –
AMI
291
Amica Mutual Insurance
Rhode Island
$595K – – –
FQ
292
First Quadrant
California
$591K -$40.6K -1,200 -6%
SMDAM
293
Sumitomo Mitsui DS Asset Management
Japan
$577K -$846K -25,031 -58%
Caisse de Depot et Placement du Quebec (CDPQ)
294
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$577K +$614K +18,161 New
DL
295
Delta Lloyd
Netherlands
$576K – – –
JMPWA
296
JP Morgan Private Wealth Advisors
California
$572K +$55.1K +1,629 +10%
Verition Fund Management
297
Verition Fund Management
Connecticut
$568K +$604K +17,862 New
CIP
298
Chartwell Investment Partners
Pennsylvania
$560K +$595K +17,600 New
HDIM
299
Hanson & Doremus Investment Management
Vermont
$558K – – –
TG
300
TCW Group
California
$555K +$25.4K +750 +4%
10 11
12
13 14

UNM Hedge Fund Activity: Q2 2016 in Review

464 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2016, worth a combined $7.03B — up 2.2% from $6.88B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new UNM positions and 26 closed out — a net gain of 42 holders — while 158 added to existing stakes and 172 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $52.7M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $84.6M.

  • 464 institutional investors held Unum (UNM) as of Q2 2016, up from 427 in Q1 2016.
  • Funds reported $7.03B of Unum stock for Q2 2016, up 2.2% quarter-over-quarter.
  • 68 funds opened new Unum positions in Q2 2016 and 26 closed out, a net change of +42 holders.
  • The largest Unum buyer in Q2 2016 was Bank of Montreal, an estimated $52.7M added.
  • The largest Unum seller in Q2 2016 was Hotchkis & Wiley Capital Management, an estimated $84.6M sold.

Based on aggregated 13F filings for Q2 2016.