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Werner Enterprises

179 hedge funds and large institutions have $1.05B invested in Werner Enterprises in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 60

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 179179 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.11B → $1.05B (-$55.7M)

66% less call options, than puts

Call options by funds: $354K | Put options by funds: $1.04M

Holders
179
Holders Change
Holders Change %
0%
% of All Funds
4.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
70
Reduced
60
Closed
22
Calls
$354K
Puts
$1.04M
Net Calls
-$688K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
FC
1
Fairpointe Capital
Illinois
$89M +$9.73M +375,119 +11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$88.5M +$13.1M +504,382 +15%
WCM
3
Wedge Capital Management
North Carolina
$70.3M -$19.2M -741,356 -20%
Vanguard Group
4
Vanguard Group
Pennsylvania
$69.7M +$3.49M +134,364 +5%
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$56.7M +$27.2M +1,046,737 +76%
BFA
6
BlackRock Fund Advisors
California
$50.3M +$1.57M +60,338 +3%
RA
7
Royce & Associates
New York
$46.9M +$14.2M +547,826 +38%
NRECA
8
National Rural Electric Cooperative Association
Virginia
$44M
Macquarie Group
9
Macquarie Group
Australia
$41.2M -$18K -692 -0%
State Street
10
State Street
Massachusetts
$37.4M -$799K -30,784 -2%
AQR Capital Management
11
AQR Capital Management
Connecticut
$34.3M +$16.5M +636,157 +77%
EIP
12
Epoch Investment Partners
New York
$31.1M +$443K +17,060 +1%
BIT
13
BlackRock Institutional Trust
California
$29.2M +$158K +6,072 +0.5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$24.8M +$13.7M +527,717 +99%
Citadel Advisors
15
Citadel Advisors
Florida
$20.7M +$22.5M +866,989 +5,377%
CRCP
16
Copper Rock Capital Partners
Massachusetts
$18.7M -$74K -2,852 -0.4%
Northern Trust
17
Northern Trust
Illinois
$16.2M +$435K +16,749 +2%
Victory Capital Management
18
Victory Capital Management
Texas
$15.2M +$541K +20,838 +3%
Ameriprise
19
Ameriprise
Minnesota
$11.8M -$273K -10,518 -2%
NFA
20
Nationwide Fund Advisors
Ohio
$11.7M -$1.14M -44,078 -8%
GC
21
Guggenheim Capital
Illinois
$11.4M +$1.1M +42,510 +10%
STCG
22
Speece Thorson Capital Group
Minnesota
$10.9M +$4.24M +163,553 +54%
Goldman Sachs
23
Goldman Sachs
New York
$9.58M +$4.49M +172,947 +73%
1SAMC
24
12th Street Asset Management Company
Tennessee
$9.03M -$6.77M -260,823 -40%
Norges Bank
25
Norges Bank
Norway
$7.93M -$778K -30,000 -8%

WERN Hedge Fund Activity: Q4 2015 in Review

179 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q4 2015, worth a combined $1.05B — down 5% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WERN positions and 22 closed out — a net gain of 2 holders — while 70 added to existing stakes and 60 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $27.2M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $30.5M sold.

  • 179 institutional investors held Werner Enterprises (WERN) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $1.05B of Werner Enterprises stock for Q4 2015, down 5% quarter-over-quarter.
  • 24 funds opened new Werner Enterprises positions in Q4 2015 and 22 closed out, a net change of +2 holders.
  • The largest Werner Enterprises buyer in Q4 2015 was Balyasny Asset Management, an estimated $27.2M added.
  • The largest Werner Enterprises seller in Q4 2015 was Westfield Capital Management, an estimated $30.5M sold.

Based on aggregated 13F filings for Q4 2015.