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Western Union

560 hedge funds and large institutions have $9.88B invested in Western Union in 2015 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 208 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 105.53%105.33% (-0.2%)

0% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 209

3% less funds holding

Funds holding: 578560 (-18)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

11% less capital invested

Capital invested by funds: $11.1B → $9.88B (-$1.19B)

26% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $40M

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

Holders
560
Holders Change
-18
Holders Change %
-3.11%
% of All Funds
15.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.31%
New
38
Increased
208
Reduced
209
Closed
53
Calls
$29.4M
Puts
$40M
Net Calls
-$10.6M
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
451
Everence Capital Management
Indiana
$202K
HNB
452
Huntington National Bank
Ohio
$202K
CIBC Private Wealth Group
453
CIBC Private Wealth Group
Georgia
$201K -$952 -50 -0.5%
PI
454
Putnam Investments
Massachusetts
$199K -$19K -1,000 -8%
QI
455
QS Investors
New York
$194K
ST
456
Spot Trading
Illinois
$193K +$200K +10,525 New
TSWM
457
Triangle Securities Wealth Management
North Carolina
$191K +$4.8K +252 +2%
BFM
458
Boothbay Fund Management
New York
$190K +$197K +10,365 New
Mirae Asset Global Investments
459
Mirae Asset Global Investments
South Korea
$188K -$1.22K -64 -0.6%
HB
460
Homrich & Berg
Georgia
$187K +$194K +10,211 New
AIA
461
Affinity Investment Advisors
California
$186K +$192K +10,109 New
EOJOAM
462
E. Ohman J:or Asset Management
Sweden
$185K
Capstone Investment Advisors
463
Capstone Investment Advisors
New York
$185K +$192K +10,100 New
RG
464
Rathbones Group
United Kingdom
$184K
TBA
465
Train Babcock Advisors
New York
$184K
JWA
466
JFS Wealth Advisors
Pennsylvania
$176K -$11.3K -594 -6%
ICOM
467
Investment Counselors of Maryland
Maryland
$173K
PAM
468
PartnerRe Asset Management
Connecticut
$170K -$1.33K -70 -0.8%
TFA
469
Transamerica Financial Advisors
Florida
$166K -$4.45K -234 -3%
W
470
Wealthfront
California
$147K +$18.9K +992 +14%
DSC
471
Duncker Streett & Co
Missouri
$137K -$20.9K -1,100 -13%
PSUF
472
People's United Financial
Connecticut
$136K
Loomis, Sayles & Company
473
Loomis, Sayles & Company
Massachusetts
$136K +$137K +7,200 +3,547%
FMLI
474
Fukoku Mutual Life Insurance
Japan
$128K
LWCFA
475
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$122K

WU Hedge Fund Activity: Q3 2015 in Review

560 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2015, worth a combined $9.88B — down 11% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WU and 38 opened new positions — a net loss of 15 holders — while 209 trimmed existing stakes and 208 added.

The largest buyer was Bank of New York Mellon, adding an estimated $95.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $305M.

  • 560 institutional investors held Western Union (WU) as of Q3 2015, down from 578 in Q2 2015.
  • Funds reported $9.88B of Western Union stock for Q3 2015, down 11% quarter-over-quarter.
  • 38 funds opened new Western Union positions in Q3 2015 and 53 closed out, a net change of -15 holders.
  • The largest Western Union buyer in Q3 2015 was Bank of New York Mellon, an estimated $95.1M added.
  • The largest Western Union seller in Q3 2015 was T. Rowe Price Associates, an estimated $305M sold.

Based on aggregated 13F filings for Q3 2015.