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Werner Enterprises

171 hedge funds and large institutions have $1.12B invested in Werner Enterprises in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 59

8% less capital invested

Capital invested by funds: $1.22B → $1.12B (-$97M)

11% less funds holding

Funds holding: 192171 (-21)

53% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 36

70% less call options, than puts

Call options by funds: $294K | Put options by funds: $966K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
171
Holders Change
-21
Holders Change %
-10.94%
% of All Funds
4.56%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
70
Reduced
59
Closed
36
Calls
$294K
Puts
$966K
Net Calls
-$672K
Net Calls Change
-$697K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Symphony Asset Management
California
$261K +$284K +11,380 New
SIP
127
Stoneridge Investment Partners
Pennsylvania
$260K +$282K +11,300 New
HSBC Holdings
128
HSBC Holdings
United Kingdom
$251K +$648 +26 +0.2%
AIP
129
Ameritas Investment Partners
Nebraska
$241K +$12.8K +513 +5%
JMPWA
130
JP Morgan Private Wealth Advisors
California
$240K +$1.25K +50 +0.5%
Wellington Management Group
131
Wellington Management Group
Massachusetts
$231K -$687K -27,529 -73%
Public Employees Retirement Association of Colorado
132
Public Employees Retirement Association of Colorado
Colorado
$229K
PA
133
Profund Advisors
Maryland
$218K +$32.7K +1,311 +16%
ProShare Advisors
134
ProShare Advisors
Maryland
$210K -$12.9K -516 -5%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$207K
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$204K -$611K -24,517 -73%
VRS
137
Virginia Retirement Systems
Virginia
$202K +$219K +8,800 New
PAM
138
Princeton Alpha Management
New Jersey
$201K -$67.2K -2,693 -24%
UBS Group
139
UBS Group
Switzerland
$191K -$51.4K -2,062 -20%
NMIMC
140
Northwestern Mutual Investment Management Company
Wisconsin
$177K
AAM
141
Advisors Asset Management
Colorado
$168K +$57.7K +2,315 +46%
Teacher Retirement System of Texas
142
Teacher Retirement System of Texas
Texas
$150K +$19.7K +790 +14%
PAM
143
Paradigm Asset Management
New York
$149K +$15K +600 +10%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$137K +$9.48K +380 +7%
US Bancorp
145
US Bancorp
Minnesota
$129K -$20.6K -825 -13%
SAM
146
Securian Asset Management
Minnesota
$124K -$15.3K -612 -10%
TRCT
147
Tower Research Capital (TRC)
New York
$94K +$93.3K +3,742 +1,054%
CSS
148
Cubist Systematic Strategies
Connecticut
$87K -$280K -11,239 -75%
LIA
149
LS Investment Advisors
Michigan
$62K +$28.8K +1,156 +75%
DADC
150
D.A. Davidson & Co
Montana
$49K +$5.16K +207 +11%

WERN Hedge Fund Activity: Q2 2016 in Review

171 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q2 2016, worth a combined $1.12B — down 8% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of WERN and 17 opened new positions — a net loss of 19 holders — while 59 trimmed existing stakes and 70 added.

The largest buyer was Macquarie Group, adding an estimated $43.1M. The largest seller was Millennium Management, exiting entirely with an estimated $24.9M sold.

  • 171 institutional investors held Werner Enterprises (WERN) as of Q2 2016, down from 192 in Q1 2016.
  • Funds reported $1.12B of Werner Enterprises stock for Q2 2016, down 8% quarter-over-quarter.
  • 17 funds opened new Werner Enterprises positions in Q2 2016 and 36 closed out, a net change of -19 holders.
  • The largest Werner Enterprises buyer in Q2 2016 was Macquarie Group, an estimated $43.1M added.
  • The largest Werner Enterprises seller in Q2 2016 was Millennium Management, an estimated $24.9M sold.

Based on aggregated 13F filings for Q2 2016.