Werner Enterprises
WERN
177 hedge funds and large institutions have $1.36B invested in Werner Enterprises in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 77 reducing their positions, and 17 closing their positions.
76% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 17
20% more capital invested
Capital invested by funds: $1.14B → $1.36B (+$225M)
7% more funds holding
Funds holding: 166 → 177 (+11)
52% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$32.6M |
| 2 |
SAM
Scopus Asset Management
New York
|
+$12.4M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$5.44M |
| 4 |
State Street
Boston,
Massachusetts
|
+$5.04M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$4.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$20.5M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$15.1M |
| 3 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$12.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$10.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$8.74M |
WERN Hedge Fund Activity: Q4 2014 in Review
177 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q4 2014, worth a combined $1.36B — up 20% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new WERN positions and 17 closed out — a net gain of 13 holders — while 37 added to existing stakes and 77 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $32.6M. The largest seller was Fairpointe Capital, cutting an estimated $20.5M.
- 177 institutional investors held Werner Enterprises (WERN) as of Q4 2014, up from 166 in Q3 2014.
- Funds reported $1.36B of Werner Enterprises stock for Q4 2014, up 20% quarter-over-quarter.
- 30 funds opened new Werner Enterprises positions in Q4 2014 and 17 closed out, a net change of +13 holders.
- The largest Werner Enterprises buyer in Q4 2014 was Citadel Advisors, an estimated $32.6M added.
- The largest Werner Enterprises seller in Q4 2014 was Fairpointe Capital, an estimated $20.5M sold.
Based on aggregated 13F filings for Q4 2014.