We are live on ! Find out more
WERN icon

Werner Enterprises

163 hedge funds and large institutions have $1.09B invested in Werner Enterprises in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $275K | Put options by funds: $73K

3% less capital invested

Capital invested by funds: $1.12B → $1.09B (-$29.2M)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

5% less funds holding

Funds holding: 171163 (-8)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

Holders
163
Holders Change
-8
Holders Change %
-4.68%
% of All Funds
4.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
63
Reduced
65
Closed
21
Calls
$275K
Puts
$73K
Net Calls
+$202K
Net Calls Change
+$874K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$112M +$1.09M +45,842 +1%
FC
2
Fairpointe Capital
Illinois
$76.1M -$3.07M -129,393 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$75.9M +$2.9M +121,933 +4%
BFA
4
BlackRock Fund Advisors
California
$54.4M +$3.14M +132,003 +6%
AllianceBernstein
5
AllianceBernstein
Tennessee
$52.3M +$14.8M +621,662 +38%
WCM
6
Wedge Capital Management
North Carolina
$51.6M -$6.49M -273,194 -11%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$49.7M -$719K -30,257 -1%
HA
8
Homestead Advisers
Virginia
$43.7M
Macquarie Group
9
Macquarie Group
Australia
$42.7M -$36.2M -1,524,965 -45%
State Street
10
State Street
Massachusetts
$36.8M +$638K +26,876 +2%
BIT
11
BlackRock Institutional Trust
California
$29.8M -$247K -10,419 -0.8%
AQR Capital Management
12
AQR Capital Management
Connecticut
$28.5M -$4.08M -171,794 -12%
Victory Capital Management
13
Victory Capital Management
Texas
$28.3M +$1.6M +67,535 +6%
EIP
14
Epoch Investment Partners
New York
$27.6M -$792K -33,364 -3%
American Century Companies
15
American Century Companies
Missouri
$21.5M +$895K +37,680 +4%
RA
16
Royce & Associates
New York
$20.5M -$20.3M -853,796 -49%
UOC
17
UBS O'Connor
Illinois
$17.4M +$11.3M +474,370 +174%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.4M -$7.54M -317,268 -30%
Northern Trust
19
Northern Trust
Illinois
$16.8M +$144K +6,068 +0.8%
Goldman Sachs
20
Goldman Sachs
New York
$14.4M +$710K +29,876 +5%
STCG
21
Speece Thorson Capital Group
Minnesota
$14.2M +$144K +6,070 +1%
Federated Hermes
22
Federated Hermes
Pennsylvania
$14M +$4.07M +171,537 +40%
HA
23
Heartland Advisors
Wisconsin
$13.8M +$3.39M +142,850 +32%
WMSA
24
Weiss Multi-Strategy Advisers
New York
$12.7M +$11.1M +466,669 +580%
NFA
25
Nationwide Fund Advisors
Ohio
$11.5M -$678K -28,540 -5%

WERN Hedge Fund Activity: Q3 2016 in Review

163 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q3 2016, worth a combined $1.09B — down 2.6% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of WERN and 15 opened new positions — a net loss of 6 holders — while 65 trimmed existing stakes and 63 added.

The largest buyer was AllianceBernstein, adding an estimated $14.8M. The largest seller was Macquarie Group, cutting an estimated $36.2M.

  • 163 institutional investors held Werner Enterprises (WERN) as of Q3 2016, down from 171 in Q2 2016.
  • Funds reported $1.09B of Werner Enterprises stock for Q3 2016, down 2.6% quarter-over-quarter.
  • 15 funds opened new Werner Enterprises positions in Q3 2016 and 21 closed out, a net change of -6 holders.
  • The largest Werner Enterprises buyer in Q3 2016 was AllianceBernstein, an estimated $14.8M added.
  • The largest Werner Enterprises seller in Q3 2016 was Macquarie Group, an estimated $36.2M sold.

Based on aggregated 13F filings for Q3 2016.