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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
SO
301
STRS Ohio
Ohio
$935K +$67.5K +3,549 +7%
DC
302
Deere & Company
Illinois
$932K
HIMC
303
Heritage Investors Management Corp
Maryland
$927K -$780 -41 -0.1%
Rafferty Asset Management
304
Rafferty Asset Management
New York
$903K +$477K +25,078 +104%
SAM
305
Securian Asset Management
Minnesota
$880K -$14.7K -773 -2%
UCFA
306
United Capital Financial Advisors
Texas
$845K +$1.03K +54 +0.1%
RJT
307
Raymond James Trust
Florida
$835K +$36K +1,890 +4%
TNBTD
308
Trustmark National Bank Trust Department
Mississippi
$833K -$109K -5,708 -11%
SLAM
309
Swiss Life Asset Management
$827K +$257K +13,516 +43%
QC
310
Quadrature Capital
United Kingdom
$822K +$853K +44,822 New
Nisa Investment Advisors
311
Nisa Investment Advisors
Missouri
$812K
LRIC
312
Long Road Investment Counsel
Michigan
$811K
WCBA
313
Weaver C. Barksdale & Associates
Tennessee
$807K
DL
314
Delta Lloyd
Netherlands
$803K +$278K +14,614 +50%
LWM
315
Lyons Wealth Management
Florida
$798K -$56K -2,942 -6%
BC
316
Bartlett & Co
Ohio
$767K -$12.8K -675 -2%
CAM
317
Capstone Asset Management
Texas
$762K +$38.8K +2,040 +5%
CS
318
Candriam SCA
Luxembourg
$758K +$102K +5,373 +15%
RJFSA
319
Raymond James Financial Services Advisors
Florida
$754K +$781K +41,042 New
Commonwealth Equity Services
320
Commonwealth Equity Services
Massachusetts
$747K -$6K -315 -0.8%
V
321
Veritable
Delaware
$738K +$10.9K +573 +1%
NSEDCP
322
NJ State Employees Deferred Compensation Plan
New Jersey
$734K
FAAS
323
First Allied Advisory Services
California
$724K -$6.93K -364 -0.9%
LDB
324
Lee, Danner & Bass
Tennessee
$723K -$3.81K -200 -0.5%
CAM
325
Columbia Asset Management
Michigan
$723K

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.