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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
PNAA
301
Pictet North America Advisors
Switzerland
$925K +$937K +48,250 New
Asset Management One
302
Asset Management One
Japan
$924K
SAM
303
Securian Asset Management
Minnesota
$922K -$13.2K -679 -1%
Janus Henderson Group
304
Janus Henderson Group
United Kingdom
$919K
PCM
305
Piermont Capital Management
Missouri
$911K +$535K +27,560 +138%
Cambridge Investment Research Advisors
306
Cambridge Investment Research Advisors
Iowa
$905K +$675K +34,763 +280%
NA
307
Navellier & Associates
Nevada
$903K +$391K +20,130 +75%
MERSOM
308
Municipal Employees' Retirement System of Michigan
Michigan
$864K +$574K +29,580 +192%
FP
309
FDO Partners
Massachusetts
$848K +$859K +44,217 New
LRIC
310
Long Road Investment Counsel
Michigan
$847K
LWM
311
Lyons Wealth Management
Florida
$843K -$90.4K -4,653 -10%
Commonwealth Equity Services
312
Commonwealth Equity Services
Massachusetts
$843K -$29.4K -1,513 -3%
WCBA
313
Weaver C. Barksdale & Associates
Tennessee
$842K
NPA
314
Nichols & Pratt Advisers
Massachusetts
$841K -$132K -6,800 -13%
NBC
315
Neuberger Berman Canada
Ontario, Canada
$830K +$294K +15,164 +54%
CAM
316
Capstone Asset Management
Texas
$825K +$3.22K +166 +0.4%
Squarepoint
317
Squarepoint
New York
$808K -$703K -36,198 -46%
Brown Advisory
318
Brown Advisory
Maryland
$805K +$116K +5,987 +17%
KRS
319
Kentucky Retirement Systems
Kentucky
$801K -$84.4K -4,346 -9%
SIM
320
Sentry Investment Management
Wisconsin
$776K
VIA
321
Vident Investment Advisory
Georgia
$767K -$1.53M -78,810 -66%
NSEDCP
322
NJ State Employees Deferred Compensation Plan
New Jersey
$767K
SMDAM
323
Sumitomo Mitsui DS Asset Management
Japan
$759K +$4.21K +217 +0.6%
VKH
324
Virtu KCG Holdings
New York
$758K -$1.15M -59,362 -60%
SOADOR
325
State of Alaska Department of Revenue
Alaska
$758K

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.