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494 hedge funds and large institutions have $9.84B invested in Unum in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

696% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $1.95M

5% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 41

1% less funds holding

Funds holding: 497494 (-3)

0.63% less ownership

Funds ownership: 93.12%92.49% (-0.63%)

2% less capital invested

Capital invested by funds: $10B → $9.84B (-$166M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 202

Holders
494
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
12.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
43
Increased
162
Reduced
202
Closed
41
Calls
$15.6M
Puts
$1.95M
Net Calls
+$13.6M
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
GLI
451
Guardian Life Insurance
New York
$24K -$17.1K -372 -42%
BFEC
452
Benjamin F. Edwards & Company
Missouri
$24K
CG
453
Cutler Group
California
$24K +$13.8K +300 +132%
DADC
454
D.A. Davidson & Co
Montana
$23K
BWP
455
Baldwin Wealth Partners
Massachusetts
$19K
BC
456
Bartlett & Co
Ohio
$18K
OC
457
Oakworth Capital
Alabama
$18K
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$17K +$5.7K +124 +51%
PCM
459
Prelude Capital Management
New York
$17K +$17.2K +374 New
AIL
460
AGF Investments LLC
Ontario, Canada
$16K
NA
461
NewEdge Advisors
Louisiana
$14.2K +$13.7K +298 New
PI
462
PineBridge Investments
New York
$14K
MFBTD
463
MB Financial Bank - Trust Department
Illinois
$13K -$11.3K -245 -46%
GRP
464
Global Retirement Partners
California
$13K
MBT
465
Monroe Bank & Trust
Michigan
$13K
VCM
466
Versant Capital Management
Arizona
$11K
SWA
467
Sutton Wealth Advisors
Florida
$10.6K +$184 +4 +2%
GBT
468
Grove Bank & Trust
Florida
$10K +$5.06K +110 +96%
VWA
469
V Wealth Advisors
Kansas
$10K +$9.71K +211 New
TWA
470
TCI Wealth Advisors
Arizona
$8K
DBT
471
Dubuque Bank & Trust
Iowa
$6K -$3.86M -83,932 -100%
DPA
472
Delphi Private Advisors
California
$6K +$9.52K +207 New
WPA
473
West Paces Advisors
Georgia
$5.08K
HR
474
Howe & Rusling
New York
$5K -$4.92K -107 -48%
AIM
475
Arcadia Investment Management
Michigan
$5K

UNM Hedge Fund Activity: Q2 2017 in Review

494 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2017, worth a combined $9.84B — down 1.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new UNM positions and 41 closed out — a net gain of 2 holders — while 162 added to existing stakes and 202 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $93.7M. The largest seller was AQR Capital Management, cutting an estimated $59.4M.

  • 494 institutional investors held Unum (UNM) as of Q2 2017, down from 497 in Q1 2017.
  • Funds reported $9.84B of Unum stock for Q2 2017, down 1.7% quarter-over-quarter.
  • 43 funds opened new Unum positions in Q2 2017 and 41 closed out, a net change of +2 holders.
  • The largest Unum buyer in Q2 2017 was Janus Henderson Group, an estimated $93.7M added.
  • The largest Unum seller in Q2 2017 was AQR Capital Management, an estimated $59.4M sold.

Based on aggregated 13F filings for Q2 2017.