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Western Union

560 hedge funds and large institutions have $9.88B invested in Western Union in 2015 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 208 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 105.53%105.33% (-0.2%)

0% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 209

3% less funds holding

Funds holding: 578560 (-18)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

11% less capital invested

Capital invested by funds: $11.1B → $9.88B (-$1.19B)

26% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $40M

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

Holders
560
Holders Change
-18
Holders Change %
-3.11%
% of All Funds
15.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.31%
New
38
Increased
208
Reduced
209
Closed
53
Calls
$29.4M
Puts
$40M
Net Calls
-$10.6M
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
501
First Horizon Advisors
Tennessee
$54K +$2.53K +133 +5%
SFWA
502
Summit Financial Wealth Advisors
Louisiana
$53K
WTC
503
WhitTier Trust Company
Nevada
$52K
AC
504
Alexandria Capital
Virginia
$51K
AAM
505
Advisors Asset Management
Colorado
$48K -$1.9K -100 -4%
IC
506
IKOS CIF
Cyprus
$45K +$45.7K +2,400 New
CFA
507
Carroll Financial Associates
North Carolina
$43K
BCM
508
Brookstone Capital Management
Illinois
$40K +$495 +26 +1%
QCG
509
Quadrant Capital Group
Ohio
$37K +$495 +26 +1%
MFS
510
MSI Financial Services
Massachusetts
$36K +$1.94K +102 +5%
Twin Tree Management
511
Twin Tree Management
Texas
$31K +$32.5K +1,707 New
SAMC
512
Shinko Asset Management Company
Japan
$28K
HR
513
Howe & Rusling
New York
$27K
GI
514
Gradient Investments
Minnesota
$26K -$1.01K -53 -4%
PFSC
515
Peoples Financial Services Corp
Pennsylvania
$26K
KTC
516
Kistler-Tiffany Companies
Pennsylvania
$22K -$68K -3,573 -75%
MGIA
517
Moneta Group Investment Advisors
Missouri
$21K +$21.3K +1,121 New
JIM
518
Jupiter Investment Management
United Kingdom
$20K -$99K -5,204 -83%
CF
519
CenterStar Fund
Illinois
$20K
CG
520
Colony Group
Massachusetts
$18K
DAM
521
Delta Asset Management
Tennessee
$18K
HMS
522
Hanseatic Management Services
New Mexico
$18K
WTB
523
Washington Trust Bank
Washington
$18K
Carson Wealth (CWM LLC)
524
Carson Wealth (CWM LLC)
Nebraska
$18K +$18.3K +964 New
ASN
525
Advisory Services Network
Georgia
$16K

WU Hedge Fund Activity: Q3 2015 in Review

560 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2015, worth a combined $9.88B — down 11% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WU and 38 opened new positions — a net loss of 15 holders — while 209 trimmed existing stakes and 208 added.

The largest buyer was Bank of New York Mellon, adding an estimated $95.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $305M.

  • 560 institutional investors held Western Union (WU) as of Q3 2015, down from 578 in Q2 2015.
  • Funds reported $9.88B of Western Union stock for Q3 2015, down 11% quarter-over-quarter.
  • 38 funds opened new Western Union positions in Q3 2015 and 53 closed out, a net change of -15 holders.
  • The largest Western Union buyer in Q3 2015 was Bank of New York Mellon, an estimated $95.1M added.
  • The largest Western Union seller in Q3 2015 was T. Rowe Price Associates, an estimated $305M sold.

Based on aggregated 13F filings for Q3 2015.