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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
Bank of Nova Scotia
451
Bank of Nova Scotia
Ontario, Canada
$208K +$206K +10,006 New
FNBT
452
FineMark National Bank & Trust
Florida
$207K +$126K +6,155 +163%
HIS
453
Horizon Investment Services
Indiana
$203K -$52.7K -2,567 -21%
DILH
454
Dai-ichi Life Holdings
Japan
$202K +$199K +9,689 New
JWA
455
JFS Wealth Advisors
Pennsylvania
$181K -$15K -731 -8%
TRCT
456
Tower Research Capital (TRC)
New York
$180K +$10.1K +491 +6%
PRS
457
Pinkerton Retirement Specialists
Idaho
$176K -$8.88K -432 -5%
Loomis, Sayles & Company
458
Loomis, Sayles & Company
Massachusetts
$169K -$22.1K -1,078 -12%
Pacer Advisors
459
Pacer Advisors
Pennsylvania
$152K -$904 -44 -0.6%
FMLI
460
Fukoku Mutual Life Insurance
Japan
$145K
IA
461
IFP Advisors
Florida
$145K +$15.7K +762 +12%
CPP
462
Crow Point Partners
Massachusetts
$139K +$140K +6,802 New
JFA
463
JNBA Financial Advisors
Minnesota
$138K -$33.6K -1,635 -20%
S
464
SignatureFD
Georgia
$138K +$72.3K +3,520 +113%
AIM
465
Advantage Investment Management
Iowa
$134K +$1.46K +71 +1%
CCM
466
Cutler Capital Management
Massachusetts
$125K -$226K -11,000 -65%
Canada Pension Plan Investment Board
467
Canada Pension Plan Investment Board
Ontario, Canada
$121K +$71K +3,454 +148%
ACM
468
Americafirst Capital Management
California
$118K
PSUF
469
People's United Financial
Connecticut
$115K -$31.2K -1,520 -22%
IUHSA
470
Itau Unibanco Holding S.A.
Brazil
$115K +$114K +5,530 New
MWP
471
MYCIO Wealth Partners
Pennsylvania
$112K
DSC
472
Duncker Streett & Co
Missouri
$107K
ST
473
Smithfield Trust
Pennsylvania
$106K -$20.5K -1,000 -16%
WT
474
Whittier Trust
California
$98K
CF
475
CenterStar Fund
Illinois
$88K

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.