Werner Enterprises
WERN
179 hedge funds and large institutions have $1.25B invested in Werner Enterprises in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 79 increasing their positions, 55 reducing their positions, and 13 closing their positions.
2,809% more call options, than puts
Call options by funds: $320K | Put options by funds: $11K
44% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 55
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
1% less funds holding
Funds holding: 180 → 179 (-1)
0.62% less ownership
Funds ownership: 67.13% → 66.51% (-0.62%)
4% less capital invested
Capital invested by funds: $1.3B → $1.25B (-$48.9M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$125M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.35M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.6M |
| 4 |
AG
Aperio Group
Sausalito,
California
|
+$6.57M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$5.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$15.7M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$7.78M |
| 3 |
Two Sigma Investments
New York
|
-$7.15M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$6.74M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.19M |
WERN Hedge Fund Activity: Q1 2017 in Review
179 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q1 2017, worth a combined $1.25B — down 3.8% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new WERN positions and 13 closed out — a net gain of 5 holders — while 79 added to existing stakes and 55 trimmed.
The largest buyer was BlackRock, adding an estimated $125M. The largest seller was Wedge Capital Management, cutting an estimated $15.7M.
- 179 institutional investors held Werner Enterprises (WERN) as of Q1 2017, down from 180 in Q4 2016.
- Funds reported $1.25B of Werner Enterprises stock for Q1 2017, down 3.8% quarter-over-quarter.
- 18 funds opened new Werner Enterprises positions in Q1 2017 and 13 closed out, a net change of +5 holders.
- The largest Werner Enterprises buyer in Q1 2017 was BlackRock, an estimated $125M added.
- The largest Werner Enterprises seller in Q1 2017 was Wedge Capital Management, an estimated $15.7M sold.
Based on aggregated 13F filings for Q1 2017.