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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
VKH
151
Virtu KCG Holdings
New York
$2.82M +$1.41M +41,717 +89%
ProShare Advisors
152
ProShare Advisors
Maryland
$2.81M -$288K -8,526 -9%
AIG
153
American International Group
New York
$2.79M -$249K -7,362 -8%
Victory Capital Management
154
Victory Capital Management
Texas
$2.75M -$158K -4,675 -5%
HW
155
Hancock Whitney
Mississippi
$2.72M -$47K -1,391 -2%
CCMH
156
Cornerstone Capital Management Holdings
New York
$2.7M +$268K +7,932 +10%
Jacobs Levy Equity Management
157
Jacobs Levy Equity Management
New Jersey
$2.7M -$523K -15,470 -15%
Fiera Capital (Canada)
158
Fiera Capital (Canada)
Quebec, Canada
$2.69M +$30.4K +900 +1%
SOMRS
159
State of Michigan Retirement System
Michigan
$2.63M +$13.5K +400 +0.5%
GT
160
Glenmede Trust
Pennsylvania
$2.61M +$1.07M +31,530 +62%
WPIC
161
White Pine Investment Company
Michigan
$2.58M -$35.5K -1,050 -1%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$2.46M +$608K +17,970 +30%
TPSF
163
Texas Permanent School Fund
Texas
$2.45M -$185K -5,481 -7%
Royal London Asset Management
164
Royal London Asset Management
United Kingdom
$2.43M -$60.5M -1,790,588 -96%
GIBU
165
Gulf International Bank (UK)
United Kingdom
$2.43M – – –
BCM
166
Bridgeway Capital Management
Texas
$2.4M +$2.55M +75,500 New
B
167
Barings
North Carolina
$2.4M +$348K +10,300 +16%
CBB
168
Citizens Business Bank
California
$2.37M -$95.4K -2,821 -4%
USAA
169
United Services Automobile Association
Texas
$2.35M – – –
WCM
170
Washington Capital Management
Washington
$2.31M -$271K -8,000 -10%
BCIM
171
British Columbia Investment Management
British Columbia, Canada
$2.3M -$590K -17,460 -19%
Capstone Investment Advisors
172
Capstone Investment Advisors
New York
$2.3M +$2.44M +72,224 New
AIA
173
AGF Investments America
Ontario, Canada
$2.28M +$2.42M +71,622 New
EVM
174
Eaton Vance Management
Massachusetts
$2.25M +$981 +29 +0%
VIA
175
Vident Investment Advisory
Georgia
$2.19M -$2.26M -66,795 -49%
5 6
7
8 9

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.