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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
CS
326
Candriam SCA
Luxembourg
$803K +$66.6K +3,528 +9%
Parallax Volatility Advisers
327
Parallax Volatility Advisers
California
$798K +$182K +9,652 +28%
Nisa Investment Advisors
328
Nisa Investment Advisors
Missouri
$793K
LRIC
329
Long Road Investment Counsel
Michigan
$791K
WCBA
330
Weaver C. Barksdale & Associates
Tennessee
$787K
DL
331
Delta Lloyd
Netherlands
$783K
Commonwealth Equity Services
332
Commonwealth Equity Services
Massachusetts
$772K +$45.3K +2,398 +6%
MF
333
Magnetar Financial
Illinois
$767K +$112K +5,956 +16%
CAM
334
Capstone Asset Management
Texas
$750K +$6.99K +370 +0.9%
Walleye Trading
335
Walleye Trading
New York
$743K +$783K +41,473 New
AC
336
Addison Capital
Pennsylvania
$740K +$78.2K +4,142 +11%
NAP
337
New Amsterdam Partners
New York
$725K -$213K -11,293 -22%
BC
338
Bartlett & Co
Ohio
$716K -$34K -1,800 -4%
NSEDCP
339
NJ State Employees Deferred Compensation Plan
New Jersey
$716K
V
340
Veritable
Delaware
$706K -$14.7K -776 -2%
LOAMS
341
Lombard Odier Asset Management (Switzerland)
Switzerland
$703K +$284K +15,055 +62%
SMDAM
342
Sumitomo Mitsui DS Asset Management
Japan
$695K -$1.85K -98 -0.3%
KRS
343
Kentucky Retirement Systems
Kentucky
$687K +$62K +3,285 +9%
VNA
344
Valley National Advisers
Pennsylvania
$684K +$163K +8,627 +29%
CAM
345
Columbia Asset Management
Michigan
$678K -$28.3K -1,500 -4%
SBIA
346
Sheaff Brock Investment Advisors
Indiana
$676K +$713K +37,736 New
Stifel Financial
347
Stifel Financial
Missouri
$659K +$102K +5,423 +17%
TNBTD
348
Trustmark National Bank Trust Department
Mississippi
$651K -$170K -8,990 -20%
SIM
349
Sentry Investment Management
Wisconsin
$647K +$185K +9,822 +37%
ERSOT
350
Employees Retirement System of Texas
Texas
$645K -$2.67M -141,500 -80%

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.