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Werner Enterprises

255 hedge funds and large institutions have $2.24B invested in Werner Enterprises in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

157% more call options, than puts

Call options by funds: $586K | Put options by funds: $228K

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

9% more capital invested

Capital invested by funds: $2.06B → $2.24B (+$179M)

6% more funds holding

Funds holding: 241255 (+14)

3.11% more ownership

Funds ownership: 90.65%93.76% (+3.1%)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
44
Increased
87
Reduced
91
Closed
28
Calls
$586K
Puts
$228K
Net Calls
+$358K
Net Calls Change
+$895K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$22.5K
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$20.6K -$7.66K -207 -28%
DB
203
Danske Bank
Denmark
$19.3K -$33.3K -900 -64%
RA
204
Rise Advisors
New York
$18.1K +$74 +2 +0.4%
BIA
205
Bell Investment Advisors
California
$17.5K
Simplex Trading
206
Simplex Trading
Illinois
$16K +$14.8K +401 +1,910%
HNB
207
Huntington National Bank
Ohio
$15K +$3.7K +100 +35%
AAP
208
Arax Advisory Partners
Colorado
$12K
Barrow, Hanley, Mewhinney & Strauss
209
Barrow, Hanley, Mewhinney & Strauss
Texas
$11.9K +$11.4K +309 New
Mitsubishi UFJ Asset Management
210
Mitsubishi UFJ Asset Management
Japan
$11.9K
PAI
211
Pittenger & Anderson Inc
Nebraska
$11.6K
ACM
212
Aquatic Capital Management
Illinois
$11.6K +$11.1K +300 New
LC
213
Lindbrook Capital
California
$10.4K -$6.29K -170 -39%
HCA
214
Harbor Capital Advisors
Illinois
$10K +$9.7K +262 New
SAM
215
Smartleaf Asset Management
Massachusetts
$9.91K +$7.62K +206 +404%
BFPW
216
BOK Financial Private Wealth
Colorado
$8.38K
HCP
217
Hexagon Capital Partners
Arkansas
$7.87K +$333 +9 +5%
SCM
218
Sterling Capital Management
North Carolina
$7.33K +$7.03K +190 New
EWA
219
EverSource Wealth Advisors
Alabama
$7.22K +$1.22K +33 +21%
CB
220
Centennial Bank
Arkansas
$7.1K
UB
221
UMB Bank
Missouri
$6.56K +$2.89K +78 +85%
CSB
222
City State Bank
Iowa
$5.79K
NSIM
223
North Star Investment Management
Illinois
$5.4K +$5.18K +140 New
FCA
224
FinTrust Capital Advisors
South Carolina
$5.06K
MAM
225
Meeder Asset Management
Ohio
$4.75K +$4.55K +123 New

WERN Hedge Fund Activity: Q3 2024 in Review

255 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q3 2024, worth a combined $2.24B — up 8.7% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new WERN positions and 28 closed out — a net gain of 16 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Nuance Investments, adding an estimated $28.7M. The largest seller was AQR Capital Management, cutting an estimated $31.4M.

  • 255 institutional investors held Werner Enterprises (WERN) as of Q3 2024, up from 241 in Q2 2024.
  • Funds reported $2.24B of Werner Enterprises stock for Q3 2024, up 8.7% quarter-over-quarter.
  • 44 funds opened new Werner Enterprises positions in Q3 2024 and 28 closed out, a net change of +16 holders.
  • The largest Werner Enterprises buyer in Q3 2024 was Nuance Investments, an estimated $28.7M added.
  • The largest Werner Enterprises seller in Q3 2024 was AQR Capital Management, an estimated $31.4M sold.

Based on aggregated 13F filings for Q3 2024.