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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
BNP Paribas Asset Management
301
BNP Paribas Asset Management
France
$1M -$12M -634,700 -92%
BAM
302
Boyar Asset Management
New York
$998K -$5.67K -300 -0.5%
Rafferty Asset Management
303
Rafferty Asset Management
New York
$994K +$101K +5,328 +11%
SBWIC
304
Schaper Benz & Wise Investment Counsel
Wisconsin
$990K
ARTA
305
A.R.T. Advisors
New York
$988K -$5.66M -299,870 -84%
NMERB
306
New Mexico Educational Retirement Board
New Mexico
$988K
LCM
307
LVM Capital Management
Michigan
$984K -$115K -6,100 -10%
CA
308
Commerzbank Aktiengesellschaft
Germany
$971K +$632K +33,469 +161%
FA
309
FDx Advisors
Illinois
$967K -$476K -25,233 -32%
GCM
310
Grisanti Capital Management
New York
$963K -$157K -8,290 -13%
Asset Management One
311
Asset Management One
Japan
$958K -$5.4M -285,904 -85%
SO
312
STRS Ohio
Ohio
$942K +$30.8K +1,631 +3%
PG
313
PEAK6 Group
Illinois
$937K -$58.5K -3,099 -6%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$934K -$90.8K -4,808 -8%
Squarepoint
315
Squarepoint
New York
$934K +$984K +52,123 New
RJT
316
Raymond James Trust
Florida
$929K +$121K +6,394 +14%
TI
317
Trexquant Investment
Connecticut
$921K +$621K +32,900 +178%
SG Americas Securities
318
SG Americas Securities
New York
$912K -$9.02M -477,583 -90%
DC
319
Deere & Company
Illinois
$909K
HIMC
320
Heritage Investors Management Corp
Maryland
$902K -$1.89K -100 -0.2%
BHWM
321
Bar Harbor Wealth Management
New Hampshire
$900K -$34.4K -1,822 -3%
Baird Financial Group
322
Baird Financial Group
Wisconsin
$895K -$79.1K -4,191 -8%
FAAS
323
First Allied Advisory Services
California
$873K +$172K +9,114 +23%
SAM
324
Securian Asset Management
Minnesota
$871K +$13K +691 +1%
LWM
325
Lyons Wealth Management
Florida
$829K +$49.1K +2,601 +6%

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.