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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
Goldman Sachs
26
Goldman Sachs
New York
$81.1M +$22M +1,166,228 +35%
Deutsche Bank
27
Deutsche Bank
Germany
$79.5M +$26.6M +1,408,678 +46%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$75.9M +$482K +25,537 +0.6%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$74.2M -$28.7M -1,521,922 -27%
BG
30
BlackRock Group
United Kingdom
$72.8M +$1.16M +61,366 +2%
Axa
31
Axa
France
$63.9M -$14.9M -789,096 -18%
Allianz Asset Management
32
Allianz Asset Management
Germany
$57.3M +$7.3M +386,661 +14%
SCP
33
Seizert Capital Partners
Michigan
$57.1M +$3.09M +163,738 +5%
GAM
34
Gotham Asset Management
New York
$55.6M -$4.82M -255,327 -8%
OAC
35
OMERS Administration Corp
Ontario, Canada
$54.5M +$11.3M +596,400 +24%
SCM
36
Sterling Capital Management
North Carolina
$51.7M -$1.57M -83,250 -3%
APG Asset Management
37
APG Asset Management
Netherlands
$50.7M
JP Morgan Chase
38
JP Morgan Chase
New York
$49.9M -$2.94M -155,629 -5%
ACA
39
Anchor Capital Advisors
Massachusetts
$49.7M -$652K -34,536 -1%
CB
40
Cooke & Bieler
Pennsylvania
$48.6M -$1.58M -83,729 -3%
GT
41
Glenmede Trust
Pennsylvania
$47.8M +$4.4M +233,027 +10%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$47.7M +$25.2M +1,333,900 +100%
RJA
43
Raymond James & Associates
Florida
$45.2M +$2.25M +119,056 +5%
UBS AM
44
UBS AM
Illinois
$45.2M -$5.46M -289,009 -10%
Legal & General Group
45
Legal & General Group
United Kingdom
$43.3M -$1.28M -67,727 -3%
GC
46
Guggenheim Capital
Illinois
$42.1M +$3.14M +166,550 +8%
CS
47
Credit Suisse
Switzerland
$41.6M -$22.9M -1,214,521 -34%
Bank of America
48
Bank of America
North Carolina
$37.5M -$3.14M -166,154 -7%
WCM
49
Wedge Capital Management
North Carolina
$37.2M -$543K -28,775 -1%
JHIU
50
Janus Henderson Investors US
Colorado
$35.8M -$5.19M -274,700 -12%

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.