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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
AIP
426
Ameritas Investment Partners
Nebraska
$243K +$240K +11,660 New
WP
427
WealthSource Partners
California
$239K -$268K -13,033 -53%
CFB
428
Cullen/Frost Bankers
Texas
$239K -$31.7K -1,545 -12%
SS
429
Simplicity Solutions
Minnesota
$239K +$20.2K +981 +9%
GC
430
Gratus Capital
Georgia
$238K
ACP
431
Ashfield Capital Partners
California
$236K
BC
432
Burney Company
Virginia
$233K -$1.42K -69 -0.6%
IIC
433
Integrated Investment Consultants
Michigan
$231K +$13.4K +650 +6%
ECM
434
Everence Capital Management
Indiana
$229K
LIM
435
Loudon Investment Management
New Hampshire
$229K
SBH
436
Segall Bryant & Hamill
Illinois
$229K +$226K +11,000 New
HNB
437
Huntington National Bank
Ohio
$227K -$18K -878 -7%
TC
438
TradeLink Capital
Illinois
$224K +$221K +10,779 New
GF
439
Gerstein Fisher
New York
$217K
PI
440
Putnam Investments
Massachusetts
$216K -$10.3K -500 -5%
W
441
Wealthfront
California
$215K +$5.92K +288 +3%
CAN
442
Cetera Advisor Networks
California
$212K +$209K +10,183 New
EOJOAM
443
E. Ohman J:or Asset Management
Sweden
$210K
AIA
444
Arrow Investment Advisors
Maryland
$210K -$22.6K -1,100 -10%
KeyBank National Association
445
KeyBank National Association
Ohio
$209K -$137K -6,647 -40%
PCM
446
Parsons Capital Management
Rhode Island
$209K +$206K +10,025 New
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
$209K +$206K +10,031 New
RG
448
Rathbones Group
United Kingdom
$208K
TBA
449
Train Babcock Advisors
New York
$208K
BLAM
450
Bourne Lent Asset Management
New York
$208K +$205K +9,988 New

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.