Unum
389 hedge funds and large institutions have $8.44B invested in Unum in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 162 reducing their positions, and 29 closing their positions.
174% more call options, than puts
Call options by funds: $7.62M | Put options by funds: $2.78M
76% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 29
5% more funds holding
Funds holding: 369 → 389 (+20)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.9% less ownership
Funds ownership: 93.16% → 92.26% (-0.9%)
11% less capital invested
Capital invested by funds: $9.52B → $8.44B (-$1.08B)
23% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 162
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$41.1M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$32.6M |
| 3 |
Bank of New York Mellon
New York
|
+$30.1M |
| 4 |
CIP
Cornerstone Investment Partners
Atlanta,
Georgia
|
+$26.2M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$75.9M |
| 2 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$55.7M |
| 3 |
JP Morgan Chase
New York
|
-$47.6M |
| 4 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$38.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$35M |
UNM Hedge Fund Activity: Q4 2013 in Review
389 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2013, worth a combined $8.44B — down 11% from $9.52B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new UNM positions and 29 closed out — a net gain of 22 holders — while 125 added to existing stakes and 162 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $41.1M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $75.9M.
- 389 institutional investors held Unum (UNM) as of Q4 2013, up from 369 in Q3 2013.
- Funds reported $8.44B of Unum stock for Q4 2013, down 11% quarter-over-quarter.
- 51 funds opened new Unum positions in Q4 2013 and 29 closed out, a net change of +22 holders.
- The largest Unum buyer in Q4 2013 was Citadel Advisors, an estimated $41.1M added.
- The largest Unum seller in Q4 2013 was Hotchkis & Wiley Capital Management, an estimated $75.9M sold.
Based on aggregated 13F filings for Q4 2013.