We are live on ! Find out more
WU icon

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
LDB
351
Lee, Danner & Bass
Tennessee
$579K
CBB
352
Citizens Business Bank
California
$573K
TU
353
TDAM USA
Ontario, Canada
$568K +$5.32K +274 +0.9%
FIM
354
Freedom Investment Management
Connecticut
$565K +$328K +16,883 +134%
Acadian Asset Management
355
Acadian Asset Management
Massachusetts
$550K +$427K +21,992 +331%
FB
356
Fulton Bank
Pennsylvania
$546K -$7.15K -368 -1%
CIM
357
Calvert Investment Management
Maryland
$545K -$7.44M -383,340 -93%
IFS
358
Ifrah Financial Services
Arkansas
$539K +$546K +28,108 New
DL
359
Delta Lloyd
Netherlands
$533K
N
360
Natixis
France
$527K -$6.71M -345,419 -93%
BC
361
Bartlett & Co
Ohio
$527K
CAM
362
Columbia Asset Management
Michigan
$526K
AIM
363
Assured Investment Management
New York
$516K +$502K +25,851 +2,450%
AMI
364
Amica Mutual Insurance
Rhode Island
$515K
MPIA
365
Mountain Pacific Investment Advisers
Idaho
$497K -$15.5K -800 -3%
SYBT
366
Stock Yards Bank & Trust
Kentucky
$494K -$69K -3,552 -12%
SB
367
Suntrust Banks
Georgia
$489K -$12.1K -622 -2%
SC
368
Schulhoff & Co
Ohio
$488K -$29.1K -1,500 -6%
O
369
OppenheimerFunds
New York
$487K +$2.7K +139 +0.6%
WBC
370
Westpac Banking Corp
Australia
$480K +$122K +6,307 +34%
TFA
371
Transamerica Financial Advisors
Florida
$477K +$76.2K +3,923 +19%
WP
372
WealthSource Partners
California
$470K +$91.1K +4,689 +24%
CBU
373
CIBC Bank USA
Illinois
$469K
CCG
374
Cypress Capital Group
Florida
$466K -$12.3K -632 -3%
ONB
375
Old National Bancorp
Indiana
$448K -$3.88K -200 -0.8%

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.