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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
IAS
451
IMA Advisory Services
Colorado
$239K -$8.31K -440 -3%
PNC
452
Park National Corp
Ohio
$239K -$3.59K -190 -1%
QI
453
QS Investors
New York
$238K +$50.8K +2,691 +25%
ALA
454
Atherton Lane Advisers
California
$235K +$14.5K +770 +6%
CFB
455
Cullen/Frost Bankers
Texas
$233K -$95K -5,029 -28%
GF
456
Gerstein Fisher
New York
$232K +$21.8K +1,153 +10%
SAM
457
Sentinel Asset Management
Vermont
$222K -$438K -23,200 -65%
CC
458
ClearArc Capital
Ohio
$221K -$1.76K -93 -0.7%
PCM
459
Parsons Capital Management
Rhode Island
$220K +$12.3K +650 +6%
HNB
460
Huntington National Bank
Ohio
$220K +$24.5K +1,300 +12%
CI
461
Conning Inc
Connecticut
$217K -$13.6K -720 -6%
SAS
462
Spectrum Advisory Services
Georgia
$214K +$226K +11,950 New
MYLI
463
Meiji Yasuda Life Insurance
Japan
$212K -$134K -7,090 -37%
JIM
464
Jupiter Investment Management
United Kingdom
$211K +$202K +10,694 +976%
PCMC
465
Paragon Capital Management (Colorado)
Colorado
$211K +$223K +11,800 New
IA
466
IFP Advisors
Florida
$209K +$220K +11,650 New
IIM
467
Intact Investment Management
Quebec, Canada
$208K +$219K +11,600 New
BC
468
Burney Company
Virginia
$206K +$213K +11,287 New
ACP
469
Ashfield Capital Partners
California
$203K
HA
470
Heartland Advisors
Wisconsin
$200K -$24.6K -1,301 -10%
CI
471
Constellation Investments
Ohio
$198K
ECM
472
Everence Capital Management
Indiana
$197K
PI
473
Putnam Investments
Massachusetts
$194K
CB
474
Commerce Bank
Missouri
$193K -$15.7K -830 -7%
TC
475
TradeLink Capital
Illinois
$186K -$100K -5,295 -34%

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.