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Unum
UNM

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
389
Holders Change
+20
Holders Change %
+5.42%
% of All Funds
11.29%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
51
Increased
125
Reduced
162
Closed
29
Calls
$7.62M
Puts
$2.78M
Net Calls
+$4.84M
Net Calls Change
+$93K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$41.1M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$32.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$30.1M
4
CIP
Cornerstone Investment Partners
Georgia
+$26.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$24.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$75.9M
2
NIMC
NWQ Investment Management Company
California
-$55.7M
3
JP Morgan Chase
JP Morgan Chase
New York
-$47.6M
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$38.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$35M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
151
Commerzbank Aktiengesellschaft
Germany
$3.83M +$27.5K +840 +0.7%
IRF
152
IBM Retirement Fund
New York
$3.73M -$144K -4,384 -4%
SOMRS
153
State of Michigan Retirement System
Michigan
$3.73M -$32.7K -1,000 -0.9%
AIG
154
American International Group
New York
$3.64M +$65.4K +1,998 +2%
OI
155
Oakbrook Investments
Illinois
$3.63M -$160K -4,900 -5%
Natixis Advisors
156
Natixis Advisors
Massachusetts
$3.62M +$122K +3,719 +4%
ST
157
Sentinel Trust
Texas
$3.55M +$49.8K +1,520 +2%
BCM
158
Bridgeway Capital Management
Texas
$3.54M +$3.3M +100,900 New
MSA
159
Mason Street Advisors
Wisconsin
$3.48M +$1.61M +49,097 +98%
Public Sector Pension Investment Board (PSP Investments)
160
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.41M +$305K +9,300 +11%
Comerica Bank
161
Comerica Bank
Texas
$3.38M -$944K -28,818 -23%
OSNBOA
162
Old Second National Bank of Aurora
Illinois
$3.34M +$3.12M +95,241 New
EA
163
Euclid Advisors
Connecticut
$3.31M -$153K -4,660 -5%
TSU
164
TD Securities (USA)
New York
$3.23M +$61.9K +1,889 +2%
FMT
165
First Mercantile Trust
Tennessee
$3.17M -$348K -10,625 -11%
WCM
166
Washington Capital Management
Washington
$3.15M +$4.91K +150 +0.2%
GIM
167
Gyrus Investment Management
Ontario, Canada
$3.07M +$675K +20,625 +33%
FHA
168
First Horizon Advisors
Tennessee
$3.01M +$22.5K +686 +0.8%
Two Sigma Investments
169
Two Sigma Investments
New York
$3M +$2.43M +74,121 +646%
CBB
170
Citizens Business Bank
California
$2.98M -$147K -4,492 -5%
KBC Group
171
KBC Group
Belgium
$2.82M -$328K -10,013 -11%
AG
172
Aperio Group
California
$2.71M -$2.31M -70,680 Closed
HIMCH
173
Hartford Investment Management Co (HIMCO)
Connecticut
$2.7M -$249K -7,615 -9%
GIBU
174
Gulf International Bank (UK)
United Kingdom
$2.62M +$2.45M +74,708 New
ASRS
175
Arizona State Retirement System
Arizona
$2.62M -$121K -3,700 -5%
5 6
7
8 9

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.