Werner Enterprises
WERN
250 hedge funds and large institutions have $2.19B invested in Werner Enterprises in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 86 reducing their positions, and 29 closing their positions.
264% more call options, than puts
Call options by funds: $1.79M | Put options by funds: $493K
17% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 29
15% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 86
1% more funds holding
Funds holding: 247 → 250 (+3)
0.96% more ownership
Funds ownership: 87.18% → 88.15% (+0.96%)
7% less capital invested
Capital invested by funds: $2.34B → $2.19B (-$157M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$60.4M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$27.1M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$9.56M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$9.43M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$8.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$33.5M |
| 2 |
Morgan Stanley
New York
|
-$23.9M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$19.1M |
| 4 |
BlackRock
New York
|
-$12.3M |
| 5 |
Bank of New York Mellon
New York
|
-$9.65M |
WERN Hedge Fund Activity: Q1 2024 in Review
250 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q1 2024, worth a combined $2.19B — down 6.7% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WERN positions and 29 closed out — a net gain of 5 holders — while 99 added to existing stakes and 86 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $60.4M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $33.5M sold.
- 250 institutional investors held Werner Enterprises (WERN) as of Q1 2024, up from 247 in Q4 2023.
- Funds reported $2.19B of Werner Enterprises stock for Q1 2024, down 6.7% quarter-over-quarter.
- 34 funds opened new Werner Enterprises positions in Q1 2024 and 29 closed out, a net change of +5 holders.
- The largest Werner Enterprises buyer in Q1 2024 was First Trust Advisors, an estimated $60.4M added.
- The largest Werner Enterprises seller in Q1 2024 was Balyasny Asset Management, an estimated $33.5M sold.
Based on aggregated 13F filings for Q1 2024.