Unum
402 hedge funds and large institutions have $8.08B invested in Unum in 2014 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 130 increasing their positions, 157 reducing their positions, and 22 closing their positions.
170% more call options, than puts
Call options by funds: $7.44M | Put options by funds: $2.76M
100% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 22
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
5% more funds holding
Funds holding: 383 → 402 (+19)
4% less capital invested
Capital invested by funds: $8.41B → $8.08B (-$331M)
1.53% less ownership
Funds ownership: 91.87% → 90.34% (-1.5%)
17% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 157
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$65M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$36.5M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$35.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$16.3M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$96.1M |
| 2 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$53.3M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$37.6M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$32.4M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$28.4M |
UNM Hedge Fund Activity: Q2 2014 in Review
402 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2014, worth a combined $8.08B — down 3.9% from $8.41B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new UNM positions and 22 closed out — a net gain of 22 holders — while 130 added to existing stakes and 157 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $65M. The largest seller was Ameriprise, cutting an estimated $96.1M.
- 402 institutional investors held Unum (UNM) as of Q2 2014, up from 383 in Q1 2014.
- Funds reported $8.08B of Unum stock for Q2 2014, down 3.9% quarter-over-quarter.
- 44 funds opened new Unum positions in Q2 2014 and 22 closed out, a net change of +22 holders.
- The largest Unum buyer in Q2 2014 was Fidelity Investments, an estimated $65M added.
- The largest Unum seller in Q2 2014 was Ameriprise, an estimated $96.1M sold.
Based on aggregated 13F filings for Q2 2014.