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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
EAM
176
Eagle Asset Management
Florida
$2.19M +$20.1K +594 +0.9%
KBC Group
177
KBC Group
Belgium
$2.15M +$562K +16,614 +33%
LH
178
Lebenthal Holdings
New York
$2.12M -$17.4K -516 -0.8%
LAM
179
Lebenthal Asset Management
New York
$2.12M +$2.26M +66,712 New
Comerica Bank
180
Comerica Bank
Texas
$2.06M -$28.2K -834 -1%
Envestnet Asset Management
181
Envestnet Asset Management
Illinois
$2.06M +$708K +20,931 +48%
SM
182
Sciencast Management
New Jersey
$2.04M +$2.17M +64,100 New
EIM
183
ExxonMobil Investment Management
Texas
$1.96M +$115K +3,388 +6%
Citigroup
184
Citigroup
New York
$1.95M +$67.9K +2,007 +3%
HIMCH
185
Hartford Investment Management Co (HIMCO)
Connecticut
$1.95M -$41.3K -1,221 -2%
CIP
186
Convergence Investment Partners
Florida
$1.95M -$800K -23,667 -28%
PMAM
187
Picton Mahoney Asset Management
Ontario, Canada
$1.92M -$23.7K -700 -1%
GCA
188
Gideon Capital Advisors
New York
$1.92M +$1.71M +50,606 +518%
First Eagle Investment Management
189
First Eagle Investment Management
New York
$1.91M – – –
Franklin Resources
190
Franklin Resources
California
$1.9M -$171K -5,047 -8%
Canada Pension Plan Investment Board
191
Canada Pension Plan Investment Board
Ontario, Canada
$1.89M +$1.01M +29,982 +102%
PAMG
192
Patton Albertson Miller Group
Tennessee
$1.89M -$183K -5,426 -8%
EA
193
Emerald Acquisition
Washington
$1.86M +$1.98M +58,534 New
ASRS
194
Arizona State Retirement System
Arizona
$1.85M -$216K -6,400 -10%
FAF
195
Fjarde Ap-fonden
Sweden
$1.85M +$76.4K +2,260 +4%
JG
196
Jefferies Group
New York
$1.82M -$43.9K -1,298 -2%
WBC
197
Westpac Banking Corp
Australia
$1.79M -$5.17M -152,893 -73%
SI
198
Stephens Inc
Arkansas
$1.78M +$1.15M +34,082 +156%
OPERF
199
Oregon Public Employees Retirement Fund
Oregon
$1.76M -$111K -3,286 -6%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$1.74M -$103K -3,044 -5%
6 7
8
9 10

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.