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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
FHA
476
First Horizon Advisors
Tennessee
$86K -$18.7K -962 -17%
WP
477
WealthPLAN Partners
Nebraska
$78.6K +$159K +8,192 New
IC
478
IKOS CIF
Cyprus
$75K +$42.8K +2,204 +122%
FANJ
479
Financial Architects (New Jersey)
New Jersey
$74K -$7.96K -410 -10%
FNBT
480
FineMark National Bank & Trust
Florida
$72K
Simplex Trading
481
Simplex Trading
Illinois
$70K +$71.7K +3,693 New
PMFA
482
Plante Moran Financial Advisors
Michigan
$68K -$9.94K -512 -13%
VFA
483
Virtus Fund Advisers
Connecticut
$65K
ED
484
Exane Derivatives
France
$61.1K +$7.18K +370 +13%
PAIA
485
Park Avenue Institutional Advisers
New York
$61K -$252 -13 -0.4%
S
486
SignatureFD
Georgia
$60K +$291 +15 +0.5%
MA
487
MUFG Americas
New York
$56K -$7.77K -400 -12%
AC
488
Alexandria Capital
Virginia
$56K
ARMT
489
Amica Retiree Medical Trust
Rhode Island
$54K
WTC
490
WhitTier Trust Company
Nevada
$54K
Toronto Dominion Bank
491
Toronto Dominion Bank
Ontario, Canada
$53K -$22K -1,131 -29%
OC
492
Oakworth Capital
Alabama
$51K
Canada Pension Plan Investment Board
493
Canada Pension Plan Investment Board
Ontario, Canada
$45K -$316K -16,275 -87%
AIM
494
Anchor Investment Management
South Carolina
$44.1K
GWM
495
Geneos Wealth Management
Colorado
$44K -$20.4K -1,048 -31%
AAM
496
Advisors Asset Management
Colorado
$44K -$1.94K -100 -4%
CFA
497
Carroll Financial Associates
North Carolina
$44K +$58 +3 +0.1%
GBBWRPM
498
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$44K +$1.96K +101 +5%
QCG
499
Quadrant Capital Group
Ohio
$43K +$3.52K +181 +8%
JFGIW
500
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43K +$22.6K +1,166 +109%

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.