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Western Union

587 hedge funds and large institutions have $9.8B invested in Western Union in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 208 increasing their positions, 219 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 37

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

5% more funds holding

Funds holding: 560587 (+27)

3.05% more ownership

Funds ownership: 105.33%108.38% (+3%)

1% less capital invested

Capital invested by funds: $9.88B → $9.8B (-$80.4M)

5% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 219

51% less call options, than puts

Call options by funds: $17.7M | Put options by funds: $35.9M

Holders
587
Holders Change
+27
Holders Change %
+4.82%
% of All Funds
15.4%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.34%
New
68
Increased
208
Reduced
219
Closed
37
Calls
$17.7M
Puts
$35.9M
Net Calls
-$18.2M
Net Calls Change
-$7.61M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
226
Grimes & Company
Massachusetts
$2.66M -$64.1K -3,394 -2%
GIM
227
Goelzer Investment Management
Indiana
$2.64M +$26.2K +1,388 +0.9%
IB
228
Intrust Bank
Kansas
$2.61M -$12.5K -661 -0.5%
BRM
229
Boston Research & Management
Massachusetts
$2.6M +$7.55K +400 +0.3%
OPERF
230
Oregon Public Employees Retirement Fund
Oregon
$2.5M +$332K +17,600 +14%
I
231
IberiaBank
Louisiana
$2.49M +$139K +7,380 +6%
OTPPB
232
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.45M -$859K -45,502 -25%
Citigroup
233
Citigroup
New York
$2.4M -$574K -30,377 -18%
CS
234
Comerica Securities
Michigan
$2.39M +$2.52M +133,312 New
HAI
235
Hennessy Advisors Inc
California
$2.36M -$88.7K -4,700 -3%
LCM
236
Landscape Capital Management
New Jersey
$2.34M +$1.23M +65,220 +100%
HIMCH
237
Hartford Investment Management Co (HIMCO)
Connecticut
$2.33M -$206K -10,896 -8%
Public Sector Pension Investment Board (PSP Investments)
238
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.32M -$88.7K -4,700 -4%
GG
239
Gofen & Glossberg
Illinois
$2.31M -$223K -11,810 -8%
FCH
240
Freestone Capital Holdings
Washington
$2.31M +$739K +39,124 +44%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$2.28M +$2.7K +143 +0.1%
IRF
242
IBM Retirement Fund
New York
$2.25M +$121K +6,419 +5%
BTS
243
BB&T Securities
Virginia
$2.21M -$500K -26,458 -18%
AG
244
Aperio Group
California
$2.15M +$60.6K +3,208 +3%
NSAM
245
North Star Asset Management
Wisconsin
$2.04M -$23.9K -1,267 -1%
EIM
246
ExxonMobil Investment Management
Texas
$2.03M -$78.3K -4,149 -4%
Wellington Management Group
247
Wellington Management Group
Massachusetts
$1.97M -$260K -13,791 -11%
Nordea Investment Management
248
Nordea Investment Management
Sweden
$1.97M +$532K +28,197 +35%
VKH
249
Virtu KCG Holdings
New York
$1.95M +$1.72M +90,978 +505%
Victory Capital Management
250
Victory Capital Management
Texas
$1.93M +$444K +23,539 +28%

WU Hedge Fund Activity: Q4 2015 in Review

587 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2015, worth a combined $9.8B — down 0.81% from $9.88B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new WU positions and 37 closed out — a net gain of 31 holders — while 208 added to existing stakes and 219 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $106M. The largest seller was T. Rowe Price Associates, cutting an estimated $150M.

  • 587 institutional investors held Western Union (WU) as of Q4 2015, up from 560 in Q3 2015.
  • Funds reported $9.8B of Western Union stock for Q4 2015, down 0.81% quarter-over-quarter.
  • 68 funds opened new Western Union positions in Q4 2015 and 37 closed out, a net change of +31 holders.
  • The largest Western Union buyer in Q4 2015 was Bank of New York Mellon, an estimated $106M added.
  • The largest Western Union seller in Q4 2015 was T. Rowe Price Associates, an estimated $150M sold.

Based on aggregated 13F filings for Q4 2015.