Werner Enterprises
WERN
205 hedge funds and large institutions have $1.7B invested in Werner Enterprises in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 34 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
6% more capital invested
Capital invested by funds: $1.6B → $1.7B (+$95.1M)
3.91% more ownership
Funds ownership: 63.71% → 67.62% (+3.9%)
1% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 72
5% less funds holding
Funds holding: 216 → 205 (-11)
21% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 34
79% less call options, than puts
Call options by funds: $644K | Put options by funds: $3.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$111M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$29.5M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
+$25M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$18.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$22.7M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$9.57M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$8.43M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$6.3M |
| 5 |
Bank of New York Mellon
New York
|
-$6.12M |
WERN Hedge Fund Activity: Q1 2020 in Review
205 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q1 2020, worth a combined $1.7B — up 5.9% from $1.6B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of WERN and 27 opened new positions — a net loss of 7 holders — while 72 trimmed existing stakes and 73 added.
The largest buyer was Victory Capital Management, adding an estimated $111M. The largest seller was Fairpointe Capital, cutting an estimated $22.7M.
- 205 institutional investors held Werner Enterprises (WERN) as of Q1 2020, down from 216 in Q4 2019.
- Funds reported $1.7B of Werner Enterprises stock for Q1 2020, up 5.9% quarter-over-quarter.
- 27 funds opened new Werner Enterprises positions in Q1 2020 and 34 closed out, a net change of -7 holders.
- The largest Werner Enterprises buyer in Q1 2020 was Victory Capital Management, an estimated $111M added.
- The largest Werner Enterprises seller in Q1 2020 was Fairpointe Capital, an estimated $22.7M sold.
Based on aggregated 13F filings for Q1 2020.