Unum
428 hedge funds and large institutions have $6.95B invested in Unum in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 140 reducing their positions, and 48 closing their positions.
495% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $1.81M
25% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 140
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
1.76% more ownership
Funds ownership: 92.34% → 94.1% (+1.8%)
6% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 48
0% more funds holding
Funds holding: 427 → 428 (+1)
7% less capital invested
Capital invested by funds: $7.48B → $6.95B (-$530M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$64.1M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$48.8M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$44.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.9M |
| 5 |
Axa
Paris,
France
|
+$34.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$67.6M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$63.4M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$58.2M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$47.8M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$45.6M |
UNM Hedge Fund Activity: Q1 2016 in Review
428 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2016, worth a combined $6.95B — down 7.1% from $7.48B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new UNM positions and 48 closed out — a net gain of 3 holders — while 175 added to existing stakes and 140 trimmed.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $64.1M. The largest seller was VOYA Investment Management, cutting an estimated $67.6M.
- 428 institutional investors held Unum (UNM) as of Q1 2016, up from 427 in Q4 2015.
- Funds reported $6.95B of Unum stock for Q1 2016, down 7.1% quarter-over-quarter.
- 51 funds opened new Unum positions in Q1 2016 and 48 closed out, a net change of +3 holders.
- The largest Unum buyer in Q1 2016 was Hotchkis & Wiley Capital Management, an estimated $64.1M added.
- The largest Unum seller in Q1 2016 was VOYA Investment Management, an estimated $67.6M sold.
Based on aggregated 13F filings for Q1 2016.