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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
IG
376
ING Group
Netherlands
$438K -$206K -10,608 -32%
MFS
377
MSI Financial Services
Massachusetts
$438K +$158K +8,144 +55%
GT
378
Glenmede Trust
Pennsylvania
$424K +$153K +7,897 +55%
AA
379
ALPS Advisors
Colorado
$420K -$23.2K -1,194 -5%
LIA
380
LS Investment Advisors
Michigan
$416K -$12.4K -637 -3%
CT
381
Coastline Trust
Rhode Island
$415K +$107K +5,515 +34%
CK
382
Cohen Klingenstein
New York
$413K
PAM
383
Premier Asset Management
Illinois
$412K
JIM
384
Jensen Investment Management
Oregon
$410K -$2.72K -140 -0.6%
AIMCA
385
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$403K +$101K +5,200 +33%
LWM
386
LBA Wealth Management
Florida
$400K
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$398K -$3.38K -174 -0.8%
EA
388
Euclid Advisors
Connecticut
$388K -$196K -10,100 -33%
CTC
389
Central Trust Company
Missouri
$385K +$7.17K +369 +2%
KRSITF
390
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$380K -$55.9K -2,881 -13%
PCM
391
Penserra Capital Management
California
$364K +$60.3K +3,105 +20%
Capstone Investment Advisors
392
Capstone Investment Advisors
New York
$361K +$366K +18,846 New
NMIMC
393
Northwestern Mutual Investment Management Company
Wisconsin
$359K -$8.43K -434 -2%
APFBOT
394
Amica Pension Fund Board of Trustees
Rhode Island
$357K
ASN
395
Advisory Services Network
Georgia
$354K -$46.3K -2,382 -11%
LA
396
Lucus Advisors
New York
$349K -$172K -8,872 -33%
DADC
397
D.A. Davidson & Co
Montana
$339K -$70.1K -3,609 -17%
HAIM
398
Hunter Associates Investment Management
Pennsylvania
$335K
Creative Planning
399
Creative Planning
Kansas
$335K +$20.8K +1,071 +7%
DVM
400
Dreman Value Management
Florida
$329K -$17.9K -924 -5%

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.