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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
FM
276
Foster & Motley
Ohio
$1.41M +$129K +6,842 +10%
CBOA
277
Commonwealth Bank of Australia
Australia
$1.41M +$4.64K +246 +0.3%
ZIG
278
Zurich Insurance Group
Switzerland
$1.39M -$18.3M -971,302 -93%
PWW
279
Pettyjohn Wood & White
Virginia
$1.39M +$75.1K +3,977 +5%
DM
280
Delphi Management
Massachusetts
$1.33M -$5.94M -314,493 -81%
TRSOTSOK
281
Teachers Retirement System of the State of Kentucky
Kentucky
$1.28M
EA
282
Euclid Advisors
Connecticut
$1.25M -$465K -24,630 -26%
GS
283
GAM Systematic
United Kingdom
$1.23M -$302K -16,001 -19%
Mitsubishi UFJ Asset Management
284
Mitsubishi UFJ Asset Management
Japan
$1.22M +$70.5K +3,732 +6%
PP
285
Pegasus Partners
Wisconsin
$1.2M +$1.26M +66,885 New
Luther King Capital Management (LKCM)
286
Luther King Capital Management (LKCM)
Texas
$1.18M -$80.5K -4,264 -6%
MSA
287
Mason Street Advisors
Wisconsin
$1.18M -$3.06K -162 -0.2%
IR
288
IAT Reinsurance
New York
$1.16M
PC
289
Palo Capital
California
$1.15M -$45.4K -2,405 -4%
SLAM
290
Swiss Life Asset Management
$1.12M +$329K +17,431 +39%
Janus Henderson Group
291
Janus Henderson Group
United Kingdom
$1.11M
JG
292
Jefferies Group
New York
$1.11M +$172K +9,094 +17%
LPL Financial
293
LPL Financial
California
$1.1M -$1.34M -71,228 -53%
Capstone Investment Advisors
294
Capstone Investment Advisors
New York
$1.1M +$966K +51,174 +507%
Nomura Asset Management
295
Nomura Asset Management
Japan
$1.08M
TCT
296
TIAA CREF Trust
Missouri
$1.06M +$139K +7,355 +14%
WAM
297
World Asset Management
Michigan
$1.05M -$9.89K -524 -0.9%
NPA
298
Nichols & Pratt Advisers
Massachusetts
$1.04M -$216K -11,417 -16%
RJFSA
299
Raymond James Financial Services Advisors
Florida
$1.03M +$311K +16,463 +40%
MOACM
300
Mutual of America Capital Management
New York
$1.01M +$1.47K +78 +0.1%

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.