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Western Union

560 hedge funds and large institutions have $9.88B invested in Western Union in 2015 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 208 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 105.53%105.33% (-0.2%)

0% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 209

3% less funds holding

Funds holding: 578560 (-18)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

11% less capital invested

Capital invested by funds: $11.1B → $9.88B (-$1.19B)

26% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $40M

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

Holders
560
Holders Change
-18
Holders Change %
-3.11%
% of All Funds
15.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.31%
New
38
Increased
208
Reduced
209
Closed
53
Calls
$29.4M
Puts
$40M
Net Calls
-$10.6M
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
401
Moors & Cabot
Massachusetts
$325K +$39.2K +2,062 +13%
WJA
402
Williams Jones & Associates
New York
$324K -$375K -19,689 -53%
HAIM
403
Hunter Associates Investment Management
Pennsylvania
$320K
AT
404
Arden Trust
Delaware
$319K +$93.6K +4,918 +40%
RFC
405
Regions Financial Corp
Alabama
$318K +$6.55K +344 +2%
BC
406
Banced Corp
Illinois
$315K -$4.3K -226 -1%
Creative Planning
407
Creative Planning
Kansas
$315K +$24.3K +1,275 +8%
KRSITF
408
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$314K +$4.68K +246 +1%
SFP
409
Santa Fe Partners
New Mexico
$304K -$636K -33,405 -67%
Toronto Dominion Bank
410
Toronto Dominion Bank
Ontario, Canada
$299K +$38.8K +2,040 +14%
Nomura Holdings
411
Nomura Holdings
Japan
$296K -$2.49M -130,599 -89%
LTFS
412
Ladenburg Thalmann Financial Services
Florida
$293K +$47K +2,471 +18%
TC
413
TradeLink Capital
Illinois
$289K +$299K +15,717 New
MERSOM
414
Municipal Employees' Retirement System of Michigan
Michigan
$282K -$2.66K -140 -0.9%
Fiera Capital (Canada)
415
Fiera Capital (Canada)
Quebec, Canada
$280K
IRS
416
Invictus RG (Singapore)
Singapore
$272K +$213K +11,167 +308%
CT
417
Coastline Trust
Rhode Island
$262K
ACM
418
Ashford Capital Management
Delaware
$258K
Thrivent Financial for Lutherans
419
Thrivent Financial for Lutherans
Minnesota
$258K +$12.4K +650 +5%
TJHA
420
Thomas J. Herzfeld Advisors
Florida
$257K
CPP
421
Crow Point Partners
Massachusetts
$256K -$154K -8,076 -37%
RCAG
422
Rehmann Capital Advisory Group
Michigan
$256K -$7.35K -386 -3%
WGCA
423
Wolf Group Capital Advisors
Virginia
$254K -$650K -34,136 -71%
IAS
424
IMA Advisory Services
Colorado
$253K -$32.2K -1,690 -11%
PNC
425
Park National Corp
Ohio
$249K -$7.96K -418 -3%

WU Hedge Fund Activity: Q3 2015 in Review

560 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2015, worth a combined $9.88B — down 11% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WU and 38 opened new positions — a net loss of 15 holders — while 209 trimmed existing stakes and 208 added.

The largest buyer was Bank of New York Mellon, adding an estimated $95.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $305M.

  • 560 institutional investors held Western Union (WU) as of Q3 2015, down from 578 in Q2 2015.
  • Funds reported $9.88B of Western Union stock for Q3 2015, down 11% quarter-over-quarter.
  • 38 funds opened new Western Union positions in Q3 2015 and 53 closed out, a net change of -15 holders.
  • The largest Western Union buyer in Q3 2015 was Bank of New York Mellon, an estimated $95.1M added.
  • The largest Western Union seller in Q3 2015 was T. Rowe Price Associates, an estimated $305M sold.

Based on aggregated 13F filings for Q3 2015.