We are live on ! Find out more
WU icon

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
IRF
301
IBM Retirement Fund
New York
$963K -$248K -12,088 -21%
WCBA
302
Weaver C. Barksdale & Associates
Tennessee
$946K +$31.7K +1,545 +4%
FA
303
FDx Advisors
Illinois
$945K -$293K -14,245 -24%
MERSOM
304
Municipal Employees' Retirement System of Michigan
Michigan
$937K
CG
305
Clinton Group
New York
$934K +$697K +33,941 +310%
MAM
306
Martingale Asset Management
Massachusetts
$924K -$130K -6,313 -12%
Commonwealth Equity Services
307
Commonwealth Equity Services
Massachusetts
$924K +$8.98K +437 +1%
LRIC
308
Long Road Investment Counsel
Michigan
$920K
AB
309
Amalgamated Bank
New York
$914K -$1.66K -81 -0.2%
CAM
310
Capstone Asset Management
Texas
$911K +$14.9K +726 +2%
LWM
311
Lyons Wealth Management
Florida
$898K -$13.1K -636 -1%
BNP Paribas Financial Markets
312
BNP Paribas Financial Markets
France
$853K -$922K -44,876 -52%
SI
313
Stephens Inc
Arkansas
$847K +$62K +3,019 +8%
PP
314
Paloma Partners
Connecticut
$847K +$210K +10,200 +33%
MAM
315
Meeder Asset Management
Ohio
$843K +$833K +40,532 New
IFS
316
Ifrah Financial Services
Arkansas
$838K +$250K +12,150 +43%
PC
317
Palo Capital
California
$834K -$1.86M -90,365 -69%
SOADOR
318
State of Alaska Department of Revenue
Alaska
$834K +$10.7K +520 +1%
NSEDCP
319
NJ State Employees Deferred Compensation Plan
New Jersey
$833K
DL
320
Delta Lloyd
Netherlands
$832K +$249K +12,141 +44%
FIM
321
Freedom Investment Management
Connecticut
$825K +$208K +10,137 +34%
CGH
322
Crossmark Global Holdings
Texas
$824K +$882K +42,941 New
FQ
323
First Quadrant
California
$818K +$808K +39,301 New
SMDAM
324
Sumitomo Mitsui DS Asset Management
Japan
$817K -$7.36K -358 -0.9%
Mirae Asset Global Investments
325
Mirae Asset Global Investments
South Korea
$815K +$594K +28,920 +282%

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.