Werner Enterprises
WERN
180 hedge funds and large institutions have $1.3B invested in Werner Enterprises in 2016 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 18 closing their positions.
117% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 18
67.13% more ownership
Funds ownership: 0% → 67.13% (+67%)
19% more capital invested
Capital invested by funds: $1.09B → $1.3B (+$210M)
10% more funds holding
Funds holding: 163 → 180 (+17)
13% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$28.4M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$18.4M |
| 3 |
FHAM
Folger Hill Asset Management
New York
|
+$14M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.03M |
| 5 |
Two Sigma Investments
New York
|
+$7.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$14.2M |
| 2 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$13.4M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$12.7M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$11.3M |
| 5 |
Renaissance Technologies
New York
|
-$10.3M |
WERN Hedge Fund Activity: Q4 2016 in Review
180 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q4 2016, worth a combined $1.3B — up 19% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new WERN positions and 18 closed out — a net gain of 21 holders — while 55 added to existing stakes and 63 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $28.4M. The largest seller was Wedge Capital Management, cutting an estimated $14.2M.
- 180 institutional investors held Werner Enterprises (WERN) as of Q4 2016, up from 163 in Q3 2016.
- Funds reported $1.3B of Werner Enterprises stock for Q4 2016, up 19% quarter-over-quarter.
- 39 funds opened new Werner Enterprises positions in Q4 2016 and 18 closed out, a net change of +21 holders.
- The largest Werner Enterprises buyer in Q4 2016 was Bank of New York Mellon, an estimated $28.4M added.
- The largest Werner Enterprises seller in Q4 2016 was Wedge Capital Management, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2016.