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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
WBC
351
Westpac Banking Corp
Australia
$620K +$97.8K +4,760 +19%
CIM
352
Calvert Investment Management
Maryland
$614K +$21.8K +1,060 +4%
LIC
353
Lodestar Investment Counsel
Illinois
$599K -$41.1K -2,000 -6%
TFA
354
Transamerica Financial Advisors
Florida
$587K +$68K +3,310 +13%
COPPSERS
355
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$580K -$236K -11,468 -29%
BC
356
Bartlett & Co
Ohio
$573K
CAM
357
Columbia Asset Management
Michigan
$572K
AMI
358
Amica Mutual Insurance
Rhode Island
$559K
VIA
359
Vident Investment Advisory
Georgia
$558K -$271K -13,189 -33%
O
360
OppenheimerFunds
New York
$555K +$26.4K +1,284 +5%
FB
361
Fulton Bank
Pennsylvania
$552K -$40.4K -1,966 -7%
Tudor Investment Corp
362
Tudor Investment Corp
Connecticut
$535K -$637K -31,015 -55%
SC
363
Schulhoff & Co
Ohio
$529K
MFS
364
MSI Financial Services
Massachusetts
$526K +$49.2K +2,394 +10%
SO
365
STRS Ohio
Ohio
$520K -$130K -6,327 -20%
VKH
366
Virtu KCG Holdings
New York
$513K -$306K -14,892 -38%
TC
367
Telemus Capital
Michigan
$507K +$167K +8,150 +50%
CCG
368
Cypress Capital Group
Florida
$502K -$2.88K -140 -0.6%
CFMC
369
Curbstone Financial Management Corp
New Hampshire
$501K +$494K +24,050 New
CBU
370
CIBC Bank USA
Illinois
$499K -$10.3K -500 -2%
ONB
371
Old National Bancorp
Indiana
$486K
CT
372
Coastline Trust
Rhode Island
$478K +$27.9K +1,360 +6%
JIM
373
Jensen Investment Management
Oregon
$461K +$15.4K +750 +4%
CK
374
Cohen Klingenstein
New York
$448K
GT
375
Glenmede Trust
Pennsylvania
$447K -$13.4K -652 -3%

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.