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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
DADC
401
D.A. Davidson & Co
Montana
$399K
PAM
402
Premier Asset Management
Illinois
$385K
LWM
403
LBA Wealth Management
Florida
$384K -$11.3K -600 -3%
DnB Asset Management
404
DnB Asset Management
Norway
$381K -$17K -900 -4%
LTFS
405
Ladenburg Thalmann Financial Services
Florida
$374K +$91K +4,820 +30%
JIM
406
Jensen Investment Management
Oregon
$372K -$60.8K -3,220 -13%
NBC
407
Neuberger Berman Canada
Ontario, Canada
$370K +$44.4K +2,354 +13%
TMAM
408
Tokio Marine Asset Management
Japan
$366K -$28K -1,482 -7%
PCM
409
Piermont Capital Management
Missouri
$357K
VFA
410
Voya Financial Advisors
Connecticut
$352K -$15.3K -812 -4%
GCP
411
GSA Capital Partners
United Kingdom
$351K +$370K +19,613 New
CTC
412
Central Trust Company
Missouri
$350K -$34.9K -1,847 -9%
ASN
413
Advisory Services Network
Georgia
$340K +$342K +18,094 +2,024%
KRSITF
414
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$339K +$34.7K +1,837 +11%
APFBOT
415
Amica Pension Fund Board of Trustees
Rhode Island
$334K -$364K -19,285 -51%
KeyBank National Association
416
KeyBank National Association
Ohio
$330K +$3.32K +176 +1%
Canada Pension Plan Investment Board
417
Canada Pension Plan Investment Board
Ontario, Canada
$323K -$198K -10,501 -37%
HAIM
418
Hunter Associates Investment Management
Pennsylvania
$313K
CC
419
Cognios Capital
Kansas
$311K -$293K -15,504 -47%
TG
420
TLP Group
Illinois
$311K +$328K +17,376 New
AT
421
Arden Trust
Delaware
$308K -$2.91K -154 -0.9%
QSS
422
Quantitative Systematic Strategies
Florida
$306K +$318K +16,827 New
MC
423
Moors & Cabot
Massachusetts
$291K -$20K -1,060 -6%
BC
424
Banced Corp
Illinois
$289K -$19K -1,005 -6%
RFC
425
Regions Financial Corp
Alabama
$287K -$24.8K -1,316 -8%

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.