Unum
390 hedge funds and large institutions have $8.45B invested in Unum in 2013 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 163 reducing their positions, and 29 closing their positions.
174% more call options, than puts
Call options by funds: $7.62M | Put options by funds: $2.78M
79% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 29
13% more capital invested
Capital invested by funds: $7.49B → $8.45B (+$964M)
6% more funds holding
Funds holding: 369 → 390 (+21)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.07% less ownership
Funds ownership: 93.32% → 92.26% (-1.1%)
24% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 163
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$41.1M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$32.6M |
| 3 |
Bank of New York Mellon
New York
|
+$30.1M |
| 4 |
CIP
Cornerstone Investment Partners
Atlanta,
Georgia
|
+$26.2M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$75.9M |
| 2 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$55.7M |
| 3 |
JP Morgan Chase
New York
|
-$47.6M |
| 4 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$38.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$35M |
UNM Hedge Fund Activity: Q4 2013 in Review
390 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2013, worth a combined $8.45B — up 13% from $7.49B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new UNM positions and 29 closed out — a net gain of 23 holders — while 124 added to existing stakes and 163 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.
- 390 institutional investors held Unum (UNM) as of Q4 2013, up from 369 in Q3 2013.
- Funds reported $8.45B of Unum stock for Q4 2013, up 13% quarter-over-quarter.
- 52 funds opened new Unum positions in Q4 2013 and 29 closed out, a net change of +23 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.