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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
LSERS
351
Louisiana State Employees Retirement System
Louisiana
$634K -$37.8K -2,000 -5%
UCFA
352
United Capital Financial Advisors
Texas
$630K -$204K -10,813 -24%
SI
353
Stephens Inc
Arkansas
$628K -$34.1K -1,805 -5%
TG
354
TCW Group
California
$627K
BA
355
Boston Advisors
Massachusetts
$626K +$660K +34,955 New
PAM
356
Princeton Alpha Management
New Jersey
$623K -$4.25K -225 -0.6%
Nomura Holdings
357
Nomura Holdings
Japan
$618K +$345K +18,295 +113%
Tudor Investment Corp
358
Tudor Investment Corp
Connecticut
$616K +$189K +10,018 +41%
HWP
359
Hefty Wealth Partners
Indiana
$605K +$639K +33,832 New
QC
360
Quadrature Capital
United Kingdom
$604K -$210K -11,107 -25%
WJA
361
Williams Jones & Associates
New York
$593K +$292K +15,470 +88%
COPPSERS
362
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$591K +$2.89K +153 +0.5%
CCM
363
Cutler Capital Management
Massachusetts
$591K +$18.9K +1,000 +3%
QAM
364
Quantres Asset Management
Cayman Islands
$589K +$32.1K +1,700 +5%
LIC
365
Lodestar Investment Counsel
Illinois
$582K -$9.91K -525 -2%
SFA
366
Stewardship Financial Advisors
Georgia
$579K +$610K +32,323 New
SYBT
367
Stock Yards Bank & Trust
Kentucky
$574K +$70.8K +3,747 +13%
TU
368
TDAM USA
Ontario, Canada
$571K -$378 -20 -0.1%
CSS
369
Cubist Systematic Strategies
Connecticut
$569K -$20.8K -1,104 -3%
LDB
370
Lee, Danner & Bass
Tennessee
$541K -$173K -9,150 -23%
LMGAM
371
Liberty Mutual Group Asset Management
Massachusetts
$538K -$957K -50,682 -63%
CBB
372
Citizens Business Bank
California
$536K +$28.3K +1,500 +5%
LCM
373
Leisure Capital Management
California
$532K +$33.1K +1,752 +6%
FB
374
Fulton Bank
Pennsylvania
$529K +$94 +5 +0%
LCM
375
Laurion Capital Management
New York
$527K +$555K +29,400 New

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.