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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
Creative Planning
426
Creative Planning
Kansas
$286K -$22.3K -1,183 -7%
Northwestern Mutual Wealth Management
427
Northwestern Mutual Wealth Management
Wisconsin
$286K +$70K +3,706 +30%
CP
428
Camelot Portfolios
Ohio
$286K +$302K +15,989 New
LP
429
LMR Partners
United Kingdom
$284K +$300K +15,889 New
AB
430
Amalgamated Bank
New York
$279K -$75.9K -4,018 -21%
CT
431
Coastline Trust
Rhode Island
$279K +$24.2K +1,284 +9%
Brown Advisory
432
Brown Advisory
Maryland
$278K +$292K +15,475 New
Toronto Dominion Bank
433
Toronto Dominion Bank
Ontario, Canada
$277K -$15K -796 -5%
MERSOM
434
Municipal Employees' Retirement System of Michigan
Michigan
$276K +$755 +40 +0.3%
Fiera Capital (Canada)
435
Fiera Capital (Canada)
Quebec, Canada
$273K
PCM
436
Penserra Capital Management
California
$273K +$288K +15,237 New
ACP
437
Arcus Capital Partners
Georgia
$269K +$283K +15,000 New
MYAM
438
Meiji Yasuda Asset Management
Japan
$267K -$53.6K -2,840 -16%
PA
439
Profund Advisors
Maryland
$264K +$49K +2,595 +21%
Cambridge Investment Research Advisors
440
Cambridge Investment Research Advisors
Iowa
$263K +$26.9K +1,426 +11%
NA
441
Navellier & Associates
Nevada
$263K +$44K +2,328 +19%
PWPCM
442
Perella Weinberg Partners Capital Management
New York
$255K +$269K +14,238 New
AIA
443
Arrow Investment Advisors
Maryland
$254K +$268K +14,180 New
Thrivent Financial for Lutherans
444
Thrivent Financial for Lutherans
Minnesota
$253K +$1.51K +80 +0.6%
ST
445
Smithfield Trust
Pennsylvania
$252K -$108K -5,700 -29%
ACM
446
Ashford Capital Management
Delaware
$251K
TJHA
447
Thomas J. Herzfeld Advisors
Florida
$251K
VFS
448
VSR Financial Services
Kansas
$250K +$9.44K +500 +4%
RCAG
449
Rehmann Capital Advisory Group
Michigan
$246K -$4.36K -231 -2%
Janney Montgomery Scott
450
Janney Montgomery Scott
Pennsylvania
$245K -$449K -23,757 -63%

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.