Werner Enterprises
WERN
192 hedge funds and large institutions have $1.22B invested in Werner Enterprises in 2016 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 72 increasing their positions, 59 reducing their positions, and 21 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
81% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 21
22% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 59
16% more capital invested
Capital invested by funds: $1.05B → $1.22B (+$164M)
7% more funds holding
Funds holding: 179 → 192 (+13)
6% more call options, than puts
Call options by funds: $428K | Put options by funds: $403K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$23.2M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$16.7M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$14.6M |
| 4 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$13.1M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$57M |
| 2 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$15.1M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$11.8M |
| 4 |
JP Morgan Chase
New York
|
-$5.19M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.6M |
WERN Hedge Fund Activity: Q1 2016 in Review
192 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q1 2016, worth a combined $1.22B — up 16% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new WERN positions and 21 closed out — a net gain of 17 holders — while 72 added to existing stakes and 59 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $23.2M. The largest seller was Balyasny Asset Management, cutting an estimated $57M.
- 192 institutional investors held Werner Enterprises (WERN) as of Q1 2016, up from 179 in Q4 2015.
- Funds reported $1.22B of Werner Enterprises stock for Q1 2016, up 16% quarter-over-quarter.
- 38 funds opened new Werner Enterprises positions in Q1 2016 and 21 closed out, a net change of +17 holders.
- The largest Werner Enterprises buyer in Q1 2016 was Millennium Management, an estimated $23.2M added.
- The largest Werner Enterprises seller in Q1 2016 was Balyasny Asset Management, an estimated $57M sold.
Based on aggregated 13F filings for Q1 2016.