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Western Union

552 hedge funds and large institutions have $10.7B invested in Western Union in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 234 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

8% more capital invested

Capital invested by funds: $9.94B → $10.7B (+$754M)

0.24% more ownership

Funds ownership: 105.62%105.86% (+0.24%)

1% less funds holding

Funds holding: 557552 (-5)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

21% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 234

31% less call options, than puts

Call options by funds: $16M | Put options by funds: $23.1M

Holders
552
Holders Change
-5
Holders Change %
-0.9%
% of All Funds
14.73%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.35%
New
45
Increased
185
Reduced
234
Closed
46
Calls
$16M
Puts
$23.1M
Net Calls
-$7.1M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
V
276
Veritable
Delaware
$1.27M +$26.3K +1,282 +2%
Wellington Management Group
277
Wellington Management Group
Massachusetts
$1.26M -$219K -10,681 -15%
RJT
278
Raymond James Trust
Florida
$1.26M +$15.9K +776 +1%
GS
279
GAM Systematic
United Kingdom
$1.25M -$8.98K -437 -0.7%
RJFSA
280
Raymond James Financial Services Advisors
Florida
$1.22M +$5.24K +255 +0.4%
AG
281
Advisor Group
Arizona
$1.16M +$111K +5,411 +11%
CS
282
Candriam SCA
Luxembourg
$1.16M +$156K +7,568 +16%
Robeco Institutional Asset Management
283
Robeco Institutional Asset Management
Netherlands
$1.12M +$366K +17,800 +50%
MOACM
284
Mutual of America Capital Management
New York
$1.11M -$86.3K -4,199 -7%
VNA
285
Valley National Advisers
Pennsylvania
$1.1M +$22.9K +1,114 +2%
SBWIC
286
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.1M -$53.4K -2,600 -5%
HH
287
Hilltop Holdings
Texas
$1.09M -$126K -6,110 -10%
WAM
288
World Asset Management
Michigan
$1.08M +$9.14K +445 +0.9%
FM
289
Foster & Motley
Ohio
$1.04M -$26.6K -1,295 -3%
NMERB
290
New Mexico Educational Retirement Board
New Mexico
$1.04M -$127K -6,200 -11%
NBC
291
Neuberger Berman Canada
Ontario, Canada
$1.03M +$132K +6,441 +15%
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$1.02M -$88.2K -4,291 -8%
Asset Management One
293
Asset Management One
Japan
$1.01M
NMIMC
294
Northwestern Mutual Investment Management Company
Wisconsin
$1M +$606K +29,513 +157%
SAM
295
Securian Asset Management
Minnesota
$1M +$2.42K +118 +0.2%
IB
296
Intrust Bank
Kansas
$1M -$57.3K -2,788 -5%
Janus Henderson Group
297
Janus Henderson Group
United Kingdom
$998K
PCM
298
Piermont Capital Management
Missouri
$989K
Cambridge Investment Research Advisors
299
Cambridge Investment Research Advisors
Iowa
$988K +$6.1K +297 +0.6%
Brown Advisory
300
Brown Advisory
Maryland
$972K +$96.6K +4,700 +11%

WU Hedge Fund Activity: Q3 2016 in Review

552 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2016, worth a combined $10.7B — up 7.6% from $9.94B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of WU and 45 opened new positions — a net loss of 1 holder — while 234 trimmed existing stakes and 185 added.

The largest buyer was Bank of New York Mellon, adding an estimated $54.8M. The largest seller was Fidelity Investments, cutting an estimated $35.1M.

  • 552 institutional investors held Western Union (WU) as of Q3 2016, down from 557 in Q2 2016.
  • Funds reported $10.7B of Western Union stock for Q3 2016, up 7.6% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q3 2016 and 46 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q3 2016 was Bank of New York Mellon, an estimated $54.8M added.
  • The largest Western Union seller in Q3 2016 was Fidelity Investments, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2016.