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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
KeyBank National Association
401
KeyBank National Association
Ohio
$320K -$19K -977 -6%
BC
402
Banced Corp
Illinois
$315K +$333K +17,163 New
SFA
403
Sequoia Financial Advisors
Ohio
$314K +$318K +16,368 New
TMAM
404
Tokio Marine Asset Management
Japan
$312K -$12.7K -652 -4%
TC
405
Telemus Capital
Michigan
$311K +$58.6K +3,020 +23%
LTFS
406
Ladenburg Thalmann Financial Services
Florida
$302K +$27.7K +1,424 +10%
ACP
407
Arcus Capital Partners
Georgia
$297K +$8.97K +462 +3%
Fiera Capital (Canada)
408
Fiera Capital (Canada)
Quebec, Canada
$292K
OMCS
409
Old Mutual Customised Solutions
South Africa
$290K
Thrivent Financial for Lutherans
410
Thrivent Financial for Lutherans
Minnesota
$289K +$9.13K +470 +3%
SG Americas Securities
411
SG Americas Securities
New York
$286K -$1.91M -98,215 -87%
SG
412
Societe Generale
$286K +$290K +14,908 New
Handelsbanken Fonder
413
Handelsbanken Fonder
Sweden
$277K
VSWA
414
Vontobel Swiss Wealth Advisors
Switzerland
$274K
ACM
415
Ashford Capital Management
Delaware
$269K
TJHA
416
Thomas J. Herzfeld Advisors
Florida
$269K
SM
417
Sciencast Management
New Jersey
$269K +$272K +14,000 New
VFA
418
Voya Financial Advisors
Connecticut
$267K -$39.7K -2,043 -13%
Balyasny Asset Management
419
Balyasny Asset Management
Illinois
$265K +$268K +13,815 New
GCP
420
GSA Capital Partners
United Kingdom
$261K -$434K -22,336 -62%
PAG
421
Private Advisor Group
New Jersey
$260K +$263K +13,568 New
HA
422
Heartland Advisors
Wisconsin
$260K +$264K +13,577 New
CFB
423
Cullen/Frost Bankers
Texas
$250K -$16.8K -866 -6%
Twin Tree Management
424
Twin Tree Management
Texas
$247K +$250K +12,891 New
CI
425
Conning Inc
Connecticut
$244K +$9.9K +510 +4%

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.