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458 hedge funds and large institutions have $7.68B invested in Unum in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 141 increasing their positions, 197 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $8.56M | Put options by funds: $4.01M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

9% more capital invested

Capital invested by funds: $7.03B → $7.68B (+$647M)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.02% less ownership

Funds ownership: 93.07%93.06% (-0.02%)

1% less funds holding

Funds holding: 464458 (-6)

28% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 197

Holders
458
Holders Change
-6
Holders Change %
-1.29%
% of All Funds
12.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
141
Reduced
197
Closed
37
Calls
$8.56M
Puts
$4.01M
Net Calls
+$4.55M
Net Calls Change
-$8.16M
Name Holding Trade Value Shares
Change
Change in
Stake
GBBWRPM
426
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$17K
BFEC
427
Benjamin F. Edwards & Company
Missouri
$16K
BWP
428
Baldwin Wealth Partners
Massachusetts
$14K
BC
429
Bartlett & Co
Ohio
$14K +$6.63K +196 +100%
VOYA Investment Management
430
VOYA Investment Management
Georgia
$13.7K -$262K -7,739 -2%
KTC
431
Kistler-Tiffany Companies
Pennsylvania
$13K -$6.16K -182 -34%
VCM
432
Versant Capital Management
Arizona
$12K -$34 -1 -0.3%
OC
433
Oakworth Capital
Alabama
$11K
ZB
434
Zions Bancorporation
Utah
$11K +$7.85K +232 +276%
PG
435
PEAK6 Group
Illinois
$9K -$748K -22,115 -99%
SWA
436
Sutton Wealth Advisors
Florida
$7.87K +$575 +17 +8%
TWA
437
TCI Wealth Advisors
Arizona
$6K -$778 -23 -12%
HR
438
Howe & Rusling
New York
$6K +$507 +15 +10%
QCG
439
Quadrant Capital Group
Ohio
$4K +$338 +10 +6%
CFA
440
CT Financial Advisors
Pennsylvania
$3.39K
AIM
441
Arcadia Investment Management
Michigan
$3K
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$3K
QAM
443
QCI Asset Management
New York
$3K
SF
444
Synovus Financial
Georgia
$3K
IWC
445
Integrated Wealth Counsel
California
$3K +$2.77K +82 New
DPA
446
Delphi Private Advisors
California
$2K -$6.97K -206 -79%
PRS
447
Pinkerton Retirement Specialists
Idaho
$2K -$474 -14 Closed
CAW
448
Cornerstone Advisors (Washington)
Washington
$2K
EFSCE
449
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
PFBT
450
Parkside Financial Bank & Trust
Missouri
$2K

UNM Hedge Fund Activity: Q3 2016 in Review

458 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2016, worth a combined $7.68B — up 9.2% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UNM positions and 37 closed out — a net gain of 1 holder — while 141 added to existing stakes and 197 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $23.2M. The largest seller was American Century Companies, cutting an estimated $39.5M.

  • 458 institutional investors held Unum (UNM) as of Q3 2016, down from 464 in Q2 2016.
  • Funds reported $7.68B of Unum stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 38 funds opened new Unum positions in Q3 2016 and 37 closed out, a net change of +1 holder.
  • The largest Unum buyer in Q3 2016 was AQR Capital Management, an estimated $23.2M added.
  • The largest Unum seller in Q3 2016 was American Century Companies, an estimated $39.5M sold.

Based on aggregated 13F filings for Q3 2016.