Werner Enterprises
WERN
240 hedge funds and large institutions have $1.85B invested in Werner Enterprises in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 30 closing their positions.
63% more call options, than puts
Call options by funds: $5.5M | Put options by funds: $3.37M
37% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 30
4.53% more ownership
Funds ownership: 68.52% → 73.05% (+4.5%)
4% more funds holding
Funds holding: 231 → 240 (+9)
0% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 82
1% less capital invested
Capital invested by funds: $1.86B → $1.85B (-$9.92M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$69.3M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$24.1M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$18.3M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$16.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$18.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$17.8M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$17.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$13.6M |
| 5 |
1C
1060 Capital
Denver,
Colorado
|
-$12.9M |
WERN Hedge Fund Activity: Q3 2018 in Review
240 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q3 2018, worth a combined $1.85B — down 0.53% from $1.86B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new WERN positions and 30 closed out — a net gain of 11 holders — while 82 added to existing stakes and 82 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $69.3M. The largest seller was OppenheimerFunds, cutting an estimated $18.3M.
- 240 institutional investors held Werner Enterprises (WERN) as of Q3 2018, up from 231 in Q2 2018.
- Funds reported $1.85B of Werner Enterprises stock for Q3 2018, down 0.53% quarter-over-quarter.
- 41 funds opened new Werner Enterprises positions in Q3 2018 and 30 closed out, a net change of +11 holders.
- The largest Werner Enterprises buyer in Q3 2018 was Bank of New York Mellon, an estimated $69.3M added.
- The largest Werner Enterprises seller in Q3 2018 was OppenheimerFunds, an estimated $18.3M sold.
Based on aggregated 13F filings for Q3 2018.