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Werner Enterprises

275 hedge funds and large institutions have $2.03B invested in Werner Enterprises in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 109 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

3% more funds holding

Funds holding: 267275 (+8)

1.26% more ownership

Funds ownership: 84.58%85.84% (+1.3%)

1% more capital invested

Capital invested by funds: $2.02B → $2.03B (+$13M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 109

88% less call options, than puts

Call options by funds: $603K | Put options by funds: $5.21M

Holders
275
Holders Change
+8
Holders Change %
+3%
% of All Funds
4.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
88
Reduced
109
Closed
23
Calls
$603K
Puts
$5.21M
Net Calls
-$4.61M
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
251
Farther Finance Advisors
California
$4.63K +$4.69K +115 New
FHA
252
First Horizon Advisors
Tennessee
$4.35K
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$4K -$122 -3 -3%
Bessemer Group
254
Bessemer Group
New Jersey
$4K
CA
255
CoreCap Advisors
Michigan
$3.3K +$3.34K +82 New
TFGT
256
TS Financial Group (TSFG)
Illinois
$3K +$41 +1 +2%
ME
257
McIlrath & Eck
Washington
$1.77K
SC
258
Schubert & Co
Texas
$1.69K -$82 -2 -5%
BAM
259
Belpointe Asset Management
Nevada
$1.61K +$1.63K +40 New
PFPT
260
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.21K +$1.22K +30 New
HNB
261
Huntington National Bank
Ohio
$1.05K +$1.02K +25 +2,500%
Lazard Asset Management
262
Lazard Asset Management
New York
$1K -$505K -12,378 -100%
AA
263
Ancora Advisors
Ohio
$1K
SIC
264
SJS Investment Consulting
Ohio
$845 -$82 -2 -9%
RFG
265
RFP Financial Group
Georgia
$765 +$774 +19 New
DI
266
Disciplined Investments
Oklahoma
$725 +$41 +1 +6%
AF
267
Advisornet Financial
Minnesota
$725 +$734 +18 New
AF
268
Allworth Financial
California
$604 +$367 +9 +150%
GRP
269
Global Retirement Partners
California
$564
EE
270
EWG Elevate
California
$362 +$367 +9 New
SWA
271
Sutton Wealth Advisors
Florida
$201
NA
272
NewEdge Advisors
Louisiana
$201 +$204 +5 New
TWP
273
TFO Wealth Partners
Ohio
$91 +$163 +4 New
MCM
274
Moore Capital Management
New York
-$4.09M -108,676 Closed
EP
275
Edgestream Partners
New Jersey
-$3.81M -101,242 Closed

WERN Hedge Fund Activity: Q4 2022 in Review

275 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q4 2022, worth a combined $2.03B — up 0.64% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WERN positions and 23 closed out — a net gain of 11 holders — while 88 added to existing stakes and 109 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $17.3M. The largest seller was Morgan Stanley, cutting an estimated $15M.

  • 275 institutional investors held Werner Enterprises (WERN) as of Q4 2022, up from 267 in Q3 2022.
  • Funds reported $2.03B of Werner Enterprises stock for Q4 2022, up 0.64% quarter-over-quarter.
  • 34 funds opened new Werner Enterprises positions in Q4 2022 and 23 closed out, a net change of +11 holders.
  • The largest Werner Enterprises buyer in Q4 2022 was Citadel Advisors, an estimated $17.3M added.
  • The largest Werner Enterprises seller in Q4 2022 was Morgan Stanley, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2022.