Unum
465 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.
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: 428 → 465 (+37)
1% more capital invested
Capital invested by funds: $6.95B → $7.03B (+$82M)
8% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 172
1.06% less ownership
Funds ownership: 94.1% → 93.03% (-1.1%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$52.7M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$49.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$20.4M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$84.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$47M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$41.9M |
| 4 |
Axa
Paris,
France
|
-$32.5M |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$28.3M |
UNM Hedge Fund Activity: Q2 2016 in Review
465 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2016, worth a combined $7.03B — up 1.2% from $6.95B 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.
- 465 institutional investors held Unum (UNM) as of Q2 2016, up from 428 in Q1 2016.
- Funds reported $7.03B of Unum stock for Q2 2016, up 1.2% 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.