Werner Enterprises
WERN
255 hedge funds and large institutions have $2.24B invested in Werner Enterprises in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 28 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
157% more call options, than puts
Call options by funds: $586K | Put options by funds: $228K
57% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 28
9% more capital invested
Capital invested by funds: $2.06B → $2.24B (+$179M)
6% more funds holding
Funds holding: 241 → 255 (+14)
3.11% more ownership
Funds ownership: 90.65% → 93.76% (+3.1%)
4% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$28.7M |
| 2 |
Goldman Sachs
New York
|
+$27.9M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$16.2M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$9.09M |
| 5 |
Morgan Stanley
New York
|
+$6.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$31.4M |
| 2 |
BlackRock
New York
|
-$17.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.27M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$6.67M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$6.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAM
276
Advisors Asset Management
Monument,
Colorado
| – | -$16.9K | -472 | Closed |
|
|
TFF
277
The Family Firm
Bethesda,
Maryland
| – | -$11.3K | -316 | Closed |
|
|
WT
278
Whittier Trust
South Pasadena,
California
| – | -$11.1K | -311 | Closed |
|
|
NA
279
NewEdge Advisors
New Orleans,
Louisiana
| – | -$5.73K | -160 | Closed |
|
|
TWP
280
Triad Wealth Partners
Lawrence,
Kansas
| – | -$4.12K | -115 | Closed |
|
|
SC
281
Stephens Consulting
Flint,
Michigan
| – | -$2.22K | -62 | Closed |
|
|
IA
282
IFP Advisors
Tampa,
Florida
| – | -$1.54K | -43 | Closed |
|
283
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$358 | -10 | Closed |
|
|
SPIA
284
Steward Partners Investment Advisory
New York
| – | -$322 | -9 | Closed |
|
WERN Hedge Fund Activity: Q3 2024 in Review
255 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q3 2024, worth a combined $2.24B — up 8.7% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new WERN positions and 28 closed out — a net gain of 16 holders — while 87 added to existing stakes and 91 trimmed.
The largest buyer was Nuance Investments, adding an estimated $28.7M. The largest seller was AQR Capital Management, cutting an estimated $31.4M.
- 255 institutional investors held Werner Enterprises (WERN) as of Q3 2024, up from 241 in Q2 2024.
- Funds reported $2.24B of Werner Enterprises stock for Q3 2024, up 8.7% quarter-over-quarter.
- 44 funds opened new Werner Enterprises positions in Q3 2024 and 28 closed out, a net change of +16 holders.
- The largest Werner Enterprises buyer in Q3 2024 was Nuance Investments, an estimated $28.7M added.
- The largest Werner Enterprises seller in Q3 2024 was AQR Capital Management, an estimated $31.4M sold.
Based on aggregated 13F filings for Q3 2024.