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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
HIMC
326
Heritage Investors Management Corp
Maryland
$803K -$206K -10,050 -21%
MIS
327
Morningstar Investment Services
Illinois
$802K -$684K -33,303 -46%
HW
328
Hancock Whitney
Mississippi
$779K +$768K +37,400 New
KRS
329
Kentucky Retirement Systems
Kentucky
$776K -$92.2K -4,489 -11%
AC
330
Addison Capital
Pennsylvania
$770K -$37.8K -1,839 -5%
NPA
331
Nichols & Pratt Advisers
Massachusetts
$756K -$154K -7,500 -17%
TG
332
TCW Group
California
$751K +$1.03K +50 +0.1%
IG
333
ING Group
Netherlands
$748K +$281K +13,653 +60%
SIM
334
Sentry Investment Management
Wisconsin
$731K -$110K -5,371 -13%
TNBTD
335
Trustmark National Bank Trust Department
Mississippi
$729K +$14.6K +710 +2%
ERSOT
336
Employees Retirement System of Texas
Texas
$708K
Connor, Clark & Lunn Investment Management (CC&L)
337
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$681K -$2.33M -113,600 -78%
N
338
Nuveen
North Carolina
$674K
PAM
339
Paradigm Asset Management
New York
$671K -$630K -30,650 -49%
TU
340
TDAM USA
Ontario, Canada
$669K +$52.4K +2,551 +9%
Rafferty Asset Management
341
Rafferty Asset Management
New York
$659K -$440K -21,426 -40%
UCFA
342
United Capital Financial Advisors
Texas
$657K -$47.9K -2,331 -7%
BAM
343
Boyar Asset Management
New York
$652K -$63.4K -3,086 -9%
SAM
344
Shell Asset Management
Netherlands
$650K -$71.6K -3,486 -10%
LMGAM
345
Liberty Mutual Group Asset Management
Massachusetts
$650K -$31.9K -1,553 -5%
Squarepoint
346
Squarepoint
New York
$648K -$226K -11,012 -26%
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$645K -$24.7K -1,200 -4%
LDB
348
Lee, Danner & Bass
Tennessee
$639K +$10.3K +500 +2%
LCM
349
Leisure Capital Management
California
$624K -$4.21K -205 -0.7%
CBB
350
Citizens Business Bank
California
$623K

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.