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Western Union

557 hedge funds and large institutions have $9.94B invested in Western Union in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 191 increasing their positions, 215 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.8% more ownership

Funds ownership: 103.82%105.62% (+1.8%)

0% more capital invested

Capital invested by funds: $9.92B → $9.94B (+$28.2M)

3% less funds holding

Funds holding: 572557 (-15)

11% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 215

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

45% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $25.2M

Holders
557
Holders Change
-15
Holders Change %
-2.62%
% of All Funds
14.86%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.24%
New
45
Increased
191
Reduced
215
Closed
52
Calls
$13.8M
Puts
$25.2M
Net Calls
-$11.4M
Net Calls Change
+$6.76M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
276
Raymond James Trust
Florida
$1.15M -$32K -1,647 -3%
FA
277
FDx Advisors
Illinois
$1.14M +$30.3K +1,562 +3%
Daiwa Securities Group
278
Daiwa Securities Group
Japan
$1.14M +$247K +12,700 +27%
V
279
Veritable
Delaware
$1.14M +$353K +18,189 +44%
HH
280
Hilltop Holdings
Texas
$1.12M -$263K -13,561 -19%
RJFSA
281
Raymond James Financial Services Advisors
Florida
$1.12M -$81.9K -4,218 -7%
MOACM
282
Mutual of America Capital Management
New York
$1.1M +$75.1K +3,868 +7%
TAF
283
Tredje AP-fonden
Sweden
$1.09M +$1.02M +52,480 +1,206%
Tudor Investment Corp
284
Tudor Investment Corp
Connecticut
$1.09M +$619K +31,860 +128%
NMERB
285
New Mexico Educational Retirement Board
New Mexico
$1.07M
SBWIC
286
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.06M
CIBC Asset Management
287
CIBC Asset Management
Ontario, Canada
$1.02M +$12.6K +648 +1%
Rafferty Asset Management
288
Rafferty Asset Management
New York
$1.02M -$293K -15,078 -22%
VNA
289
Valley National Advisers
Pennsylvania
$994K +$95.2K +4,901 +10%
WAM
290
World Asset Management
Michigan
$989K -$1.5K -77 -0.1%
FM
291
Foster & Motley
Ohio
$986K -$44K -2,268 -4%
IB
292
Intrust Bank
Kansas
$976K -$1.39M -71,539 -58%
LCM
293
LVM Capital Management
Michigan
$974K -$65.1K -3,350 -6%
MAM
294
Martingale Asset Management
Massachusetts
$973K +$984K +50,691 New
BHWM
295
Bar Harbor Wealth Management
New Hampshire
$972K
AG
296
Advisor Group
Arizona
$964K +$979K +50,427 New
HIMC
297
Heritage Investors Management Corp
Maryland
$932K -$14.6K -750 -2%
AB
298
Amalgamated Bank
New York
$927K +$458K +23,575 +115%
CS
299
Candriam SCA
Luxembourg
$926K +$3.73K +192 +0.4%
BPC
300
Banque Pictet & Cie
Switzerland
$925K +$937K +48,250 New

WU Hedge Fund Activity: Q2 2016 in Review

557 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2016, worth a combined $9.94B — up 0.28% from $9.92B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of WU and 45 opened new positions — a net loss of 7 holders — while 215 trimmed existing stakes and 191 added.

The largest buyer was Bank of New York Mellon, adding an estimated $221M. The largest seller was Herndon Capital Management, cutting an estimated $77.8M.

  • 557 institutional investors held Western Union (WU) as of Q2 2016, down from 572 in Q1 2016.
  • Funds reported $9.94B of Western Union stock for Q2 2016, up 0.28% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q2 2016 and 52 closed out, a net change of -7 holders.
  • The largest Western Union buyer in Q2 2016 was Bank of New York Mellon, an estimated $221M added.
  • The largest Western Union seller in Q2 2016 was Herndon Capital Management, an estimated $77.8M sold.

Based on aggregated 13F filings for Q2 2016.