We are live on ! Find out more
WU icon

Western Union

557 hedge funds and large institutions have $9.94B invested in Western Union in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 191 increasing their positions, 215 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.8% more ownership

Funds ownership: 103.82%105.62% (+1.8%)

0% more capital invested

Capital invested by funds: $9.92B → $9.94B (+$28.2M)

3% less funds holding

Funds holding: 572557 (-15)

11% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 215

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

45% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $25.2M

Holders
557
Holders Change
-15
Holders Change %
-2.62%
% of All Funds
14.86%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.24%
New
45
Increased
191
Reduced
215
Closed
52
Calls
$13.8M
Puts
$25.2M
Net Calls
-$11.4M
Net Calls Change
+$6.76M
Name Holding Trade Value Shares
Change
Change in
Stake
W
451
Wealthfront
California
$193K +$195K +10,060 New
RG
452
Rathbones Group
United Kingdom
$192K
TBA
453
Train Babcock Advisors
New York
$192K
JWA
454
JFS Wealth Advisors
Pennsylvania
$180K +$39 +2 +0%
QI
455
QS Investors
New York
$178K -$212K -10,915 -54%
Loomis, Sayles & Company
456
Loomis, Sayles & Company
Massachusetts
$176K +$1.84K +95 +1%
PRS
457
Pinkerton Retirement Specialists
Idaho
$171K +$173K +8,907 New
JFA
458
JNBA Financial Advisors
Minnesota
$158K -$26.9K -1,384 -14%
TRCT
459
Tower Research Capital (TRC)
New York
$156K +$58.1K +2,994 +58%
Pacer Advisors
460
Pacer Advisors
Pennsylvania
$141K +$8.53K +439 +6%
PSUF
461
People's United Financial
Connecticut
$135K -$7.77K -400 -5%
FMLI
462
Fukoku Mutual Life Insurance
Japan
$134K
MAM
463
Mizuho Asset Management
Japan
$134K +$78.4K +4,037 +137%
AIM
464
Advantage Investment Management
Iowa
$122K +$19K +979 +18%
IA
465
IFP Advisors
Florida
$119K +$120K +6,186 +22,093%
ST
466
Smithfield Trust
Pennsylvania
$117K -$136K -7,000 -53%
ACM
467
Americafirst Capital Management
California
$109K +$111K +5,691 New
SF
468
Synovus Financial
Georgia
$109K -$14.5K -746 -12%
CCA
469
Checchi Capital Advisers
California
$108K +$11.2K +577 +11%
MWP
470
MYCIO Wealth Partners
Pennsylvania
$104K
CG
471
Cutler Group
California
$100K -$35.8K -1,841 -26%
DSC
472
Duncker Streett & Co
Missouri
$99K -$44.7K -2,300 -31%
NYLT
473
New York Life Trust
New York
$99K +$33.5K +1,727 +51%
CAM
474
Cacti Asset Management
Georgia
$96K -$388K -20,000 -80%
WT
475
Whittier Trust
California
$90K

WU Hedge Fund Activity: Q2 2016 in Review

557 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2016, worth a combined $9.94B — up 0.28% from $9.92B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of WU and 45 opened new positions — a net loss of 7 holders — while 215 trimmed existing stakes and 191 added.

The largest buyer was Bank of New York Mellon, adding an estimated $221M. The largest seller was Herndon Capital Management, cutting an estimated $77.8M.

  • 557 institutional investors held Western Union (WU) as of Q2 2016, down from 572 in Q1 2016.
  • Funds reported $9.94B of Western Union stock for Q2 2016, up 0.28% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q2 2016 and 52 closed out, a net change of -7 holders.
  • The largest Western Union buyer in Q2 2016 was Bank of New York Mellon, an estimated $221M added.
  • The largest Western Union seller in Q2 2016 was Herndon Capital Management, an estimated $77.8M sold.

Based on aggregated 13F filings for Q2 2016.