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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
OAC
26
OMERS Administration Corp
Ontario, Canada
$71.1M -$5.79M -281,600 -8%
UBS AM
27
UBS AM
Illinois
$69.8M +$915K +44,535 +1%
RRAM
28
River Road Asset Management
Kentucky
$68.8M +$1M +48,755 +1%
WG
29
Winton Group
United Kingdom
$64.6M -$4.63M -225,319 -7%
RJA
30
Raymond James & Associates
Florida
$63.5M +$4.17M +203,155 +7%
Axa
31
Axa
France
$63.2M -$2.19M -106,424 -3%
Credit Agricole
32
Credit Agricole
France
$58.2M +$43.5M +2,116,511 +313%
Deutsche Bank
33
Deutsche Bank
Germany
$56.7M -$21.4M -1,041,470 -28%
Charles Schwab
34
Charles Schwab
California
$52.6M +$1.18M +57,237 +2%
CB
35
Cooke & Bieler
Pennsylvania
$52.1M -$183K -8,910 -0.4%
Legal & General Group
36
Legal & General Group
United Kingdom
$52M -$470K -22,874 -0.9%
SCM
37
Sterling Capital Management
North Carolina
$51.7M -$3.38M -164,307 -6%
SCP
38
Seizert Capital Partners
Michigan
$50.5M -$1.71M -83,061 -3%
Bank of America
39
Bank of America
North Carolina
$48.9M +$20.9M +1,016,789 +76%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$47.3M -$828K -40,300 -2%
GC
41
Guggenheim Capital
Illinois
$43.6M +$2.13M +103,884 +5%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$42.7M +$852K +41,478 +2%
HCM
43
Herndon Capital Management
Georgia
$41.5M +$11.8M +573,848 +40%
PAM
44
Panagora Asset Management
Massachusetts
$40.8M +$1.92M +93,651 +5%
PI
45
PGGM Investments
Netherlands
$39.4M -$342K -16,664 -0.9%
PPA
46
Parametric Portfolio Associates
Washington
$38M +$6.21M +302,137 +20%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$37.9M +$1.26M +61,553 +3%
First Manhattan
48
First Manhattan
New York
$37.7M -$263K -12,804 -0.7%
CS
49
Credit Suisse
Switzerland
$36.4M -$324K -15,771 -0.9%
ACA
50
Anchor Capital Advisors
Massachusetts
$35.6M -$17.7M -863,401 -34%

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.