Werner Enterprises
WERN
158 hedge funds and large institutions have $1.08B invested in Werner Enterprises in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 17 closing their positions.
3,922% more call options, than puts
Call options by funds: $362K | Put options by funds: $9K
53% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 43
53% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 17
5% more funds holding
Funds holding: 150 → 158 (+8)
1% less capital invested
Capital invested by funds: $1.09B → $1.08B (-$13.6M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$27.2M |
| 2 |
FC
Fairpointe Capital
Chicago,
Illinois
|
+$17.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$13.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$9.38M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$7.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$24.9M |
| 2 |
Bank of New York Mellon
New York
|
-$22.2M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
-$14.9M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$13.9M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
-$10.6M |
WERN Hedge Fund Activity: Q3 2013 in Review
158 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q3 2013, worth a combined $1.08B — down 1.2% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new WERN positions and 17 closed out — a net gain of 9 holders — while 66 added to existing stakes and 43 trimmed.
The largest buyer was River Road Asset Management, opening a new position worth an estimated $27.2M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $24.9M sold.
- 158 institutional investors held Werner Enterprises (WERN) as of Q3 2013, up from 150 in Q2 2013.
- Funds reported $1.08B of Werner Enterprises stock for Q3 2013, down 1.2% quarter-over-quarter.
- 26 funds opened new Werner Enterprises positions in Q3 2013 and 17 closed out, a net change of +9 holders.
- The largest Werner Enterprises buyer in Q3 2013 was River Road Asset Management, an estimated $27.2M added.
- The largest Werner Enterprises seller in Q3 2013 was Lord, Abbett & Co, an estimated $24.9M sold.
Based on aggregated 13F filings for Q3 2013.