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Western Union

560 hedge funds and large institutions have $9.88B invested in Western Union in 2015 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 208 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 105.53%105.33% (-0.2%)

0% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 209

3% less funds holding

Funds holding: 578560 (-18)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

11% less capital invested

Capital invested by funds: $11.1B → $9.88B (-$1.19B)

26% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $40M

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

Holders
560
Holders Change
-18
Holders Change %
-3.11%
% of All Funds
15.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.31%
New
38
Increased
208
Reduced
209
Closed
53
Calls
$29.4M
Puts
$40M
Net Calls
-$10.6M
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
251
Eaton Vance Management
Massachusetts
$1.68M +$5K +263 +0.3%
MM
252
Midas Management
New York
$1.65M
US Bancorp
253
US Bancorp
Minnesota
$1.65M -$119K -6,244 -6%
FCH
254
Freestone Capital Holdings
Washington
$1.65M +$619K +32,506 +57%
Bessemer Group
255
Bessemer Group
New Jersey
$1.58M +$782K +41,075 +92%
GS
256
GAM Systematic
United Kingdom
$1.55M -$2.28M -120,047 -59%
Victory Capital Management
257
Victory Capital Management
Texas
$1.55M +$884K +46,450 +122%
HDIM
258
Hanson & Doremus Investment Management
Vermont
$1.54M -$201K -10,585 -11%
CIM
259
CenturyLink Investment Management
Colorado
$1.54M +$103K +5,428 +7%
AAM
260
Aston Asset Management
Illinois
$1.5M -$103K -5,417 -6%
SAM
261
Shell Asset Management
Netherlands
$1.5M +$935K +49,114 +111%
Nordea Investment Management
262
Nordea Investment Management
Sweden
$1.5M +$412K +21,664 +36%
LMGAM
263
Liberty Mutual Group Asset Management
Massachusetts
$1.48M +$19.5K +1,027 +1%
GH
264
GAM Holding
Switzerland
$1.48M
NMIMC
265
Northwestern Mutual Investment Management Company
Wisconsin
$1.47M -$3.33K -175 -0.2%
FA
266
FDx Advisors
Illinois
$1.45M +$67.2K +3,532 +5%
CBOA
267
Commonwealth Bank of Australia
Australia
$1.44M -$7.31K -384 -0.5%
CCM
268
Cadence Capital Management
Massachusetts
$1.4M -$536K -28,179 -27%
Daiwa Securities Group
269
Daiwa Securities Group
Japan
$1.38M -$99K -5,200 -6%
CIBC World Market
270
CIBC World Market
Ontario, Canada
$1.37M -$75.3K -3,955 -5%
PWW
271
Pettyjohn Wood & White
Virginia
$1.35M +$31.9K +1,675 +2%
FM
272
Foster & Motley
Ohio
$1.32M +$589K +30,924 +75%
TRSOTSOK
273
Teachers Retirement System of the State of Kentucky
Kentucky
$1.31M
Luther King Capital Management (LKCM)
274
Luther King Capital Management (LKCM)
Texas
$1.29M -$69.7K -3,665 -5%
JMPWA
275
JP Morgan Private Wealth Advisors
California
$1.28M +$1.04M +54,902 +368%

WU Hedge Fund Activity: Q3 2015 in Review

560 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2015, worth a combined $9.88B — down 11% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WU and 38 opened new positions — a net loss of 15 holders — while 209 trimmed existing stakes and 208 added.

The largest buyer was Bank of New York Mellon, adding an estimated $95.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $305M.

  • 560 institutional investors held Western Union (WU) as of Q3 2015, down from 578 in Q2 2015.
  • Funds reported $9.88B of Western Union stock for Q3 2015, down 11% quarter-over-quarter.
  • 38 funds opened new Western Union positions in Q3 2015 and 53 closed out, a net change of -15 holders.
  • The largest Western Union buyer in Q3 2015 was Bank of New York Mellon, an estimated $95.1M added.
  • The largest Western Union seller in Q3 2015 was T. Rowe Price Associates, an estimated $305M sold.

Based on aggregated 13F filings for Q3 2015.