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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
TSWM
476
Triangle Securities Wealth Management
North Carolina
$186K
HB
477
Homrich & Berg
Georgia
$186K +$3.42K +181 +2%
TAM
478
Tocqueville Asset Management
New York
$182K +$192K +10,185 New
Mirae Asset Global Investments
479
Mirae Asset Global Investments
South Korea
$181K -$2.76K -146 -1%
EOJOAM
480
E. Ohman J:or Asset Management
Sweden
$181K
ESBC
481
E.S. Barr & Co
Kentucky
$179K -$18.9K -1,000 -9%
TBA
482
Train Babcock Advisors
New York
$179K
JFA
483
JNBA Financial Advisors
Minnesota
$178K -$49.1K -2,600 -21%
JWA
484
JFS Wealth Advisors
Pennsylvania
$172K +$57 +3 +0%
IC
485
IKOS CIF
Cyprus
$172K +$125K +6,636 +277%
RG
486
Rathbones Group
United Kingdom
$171K
TFA
487
Transamerica Financial Advisors
Florida
$171K +$9.97K +528 +6%
ICOM
488
Investment Counselors of Maryland
Maryland
$169K
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$161K +$75.5K +4,000 +80%
IR
490
Invictus RG
Bermuda
$157K +$166K +8,770 New
SF
491
Synovus Financial
Georgia
$151K +$42.7K +2,261 +36%
MFS
492
MSI Financial Services
Massachusetts
$140K +$110K +5,847 +297%
DSC
493
Duncker Streett & Co
Missouri
$133K
PSUF
494
People's United Financial
Connecticut
$133K
FMLI
495
Fukoku Mutual Life Insurance
Japan
$125K
MAM
496
Mizuho Asset Management
Japan
$125K +$28.4K +1,503 +27%
Pacer Advisors
497
Pacer Advisors
Pennsylvania
$117K +$124K +6,557 New
NYLT
498
New York Life Trust
New York
$111K +$2.08K +110 +2%
LWCFA
499
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K
ST
500
Spot Trading
Illinois
$101K -$91.7K -4,859 -46%

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.