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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
Jane Street
401
Jane Street
New York
$352K +$347K +16,899 New
PCM
402
Penserra Capital Management
California
$340K -$53.4K -2,601 -14%
Thrivent Financial for Lutherans
403
Thrivent Financial for Lutherans
Minnesota
$332K +$17.9K +870 +6%
KRSITF
404
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$329K -$83.2K -4,048 -20%
TMAM
405
Tokio Marine Asset Management
Japan
$322K -$16.7K -814 -5%
OMCS
406
Old Mutual Customised Solutions
South Africa
$314K
SFA
407
Sequoia Financial Advisors
Ohio
$309K -$31.2K -1,517 -9%
GCP
408
GSA Capital Partners
United Kingdom
$307K +$23.1K +1,126 +8%
VSWA
409
Vontobel Swiss Wealth Advisors
Switzerland
$302K -$27.7K -1,350 -9%
AI
410
Atria Investments
North Carolina
$298K +$73.9K +3,598 +34%
Toronto Dominion Bank
411
Toronto Dominion Bank
Ontario, Canada
$297K +$237K +11,516 +417%
ACM
412
Ashford Capital Management
Delaware
$292K
TJHA
413
Thomas J. Herzfeld Advisors
Florida
$291K
VFA
414
Voya Financial Advisors
Connecticut
$285K -$5.51K -268 -2%
HA
415
Heartland Advisors
Wisconsin
$280K -$2.38K -116 -0.9%
LCM
416
Landscape Capital Management
New Jersey
$276K -$1.03M -50,012 -79%
CI
417
Conning Inc
Connecticut
$275K +$9.45K +460 +4%
Janney Montgomery Scott
418
Janney Montgomery Scott
Pennsylvania
$273K +$269K +13,091 New
PMG
419
ProVise Management Group
Florida
$267K +$264K +12,841 New
MSV
420
MN Services Vermogensbeheer
Netherlands
$264K
PA
421
Profund Advisors
Maryland
$260K +$5.22K +254 +2%
RCA
422
Rowland Carmichael Advisors
Arizona
$254K
CC
423
ClearArc Capital
Ohio
$249K +$431 +21 +0.2%
AIMCA
424
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$248K -$187K -9,100 -43%
MC
425
Moors & Cabot
Massachusetts
$244K +$3.02K +147 +1%

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.