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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
TSS
326
Two Sigma Securities
New York
$755K +$764K +39,339 New
COPPSERS
327
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$754K +$40.4K +2,078 +6%
AC
328
Addison Capital
Pennsylvania
$745K -$89.3K -4,601 -11%
LAM
329
Lingohr Asset Management
Germany
$730K -$573K -29,488 -44%
SI
330
Stephens Inc
Arkansas
$722K +$31K +1,595 +4%
FAAS
331
First Allied Advisory Services
California
$721K -$119K -6,112 -14%
TG
332
TCW Group
California
$690K +$17.5K +900 +3%
Teacher Retirement System of Texas
333
Teacher Retirement System of Texas
Texas
$689K -$5.78M -297,891 -89%
Robeco Institutional Asset Management
334
Robeco Institutional Asset Management
Netherlands
$689K
SJIC
335
St. James Investment Company
Texas
$686K +$92.5K +4,765 +15%
BCM
336
BlueCrest Capital Management
Jersey
$667K +$675K +34,774 New
SAM
337
Shell Asset Management
Netherlands
$666K +$168K +8,654 +33%
BAM
338
Boyar Asset Management
New York
$660K -$413K -21,275 -38%
TNBTD
339
Trustmark National Bank Trust Department
Mississippi
$658K -$12.2K -630 -2%
ERSOT
340
Employees Retirement System of Texas
Texas
$652K -$38.8K -2,000 -6%
UCFA
341
United Capital Financial Advisors
Texas
$644K +$1.15K +59 +0.2%
LP
342
LMR Partners
United Kingdom
$631K +$639K +32,920 New
LMGAM
343
Liberty Mutual Group Asset Management
Massachusetts
$630K +$14.1K +724 +2%
N
344
Nuveen
North Carolina
$621K -$20.4K -1,048 -3%
LSERS
345
Louisiana State Employees Retirement System
Louisiana
$618K -$27.2K -1,400 -4%
SO
346
STRS Ohio
Ohio
$600K -$426K -21,923 -41%
NAP
347
New Amsterdam Partners
New York
$596K -$111K -5,730 -16%
LIC
348
Lodestar Investment Counsel
Illinois
$591K
PP
349
Paloma Partners
Connecticut
$585K -$1.71M -87,915 -74%
LCM
350
Leisure Capital Management
California
$579K -$5.28K -272 -0.9%

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.