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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
Loomis, Sayles & Company
501
Loomis, Sayles & Company
Massachusetts
$96K -$38.5K -2,037 -28%
AIM
502
Advantage Investment Management
Iowa
$94K +$1.77K +94 +2%
FHA
503
First Horizon Advisors
Tennessee
$93K +$42.8K +2,267 +76%
WT
504
Whittier Trust
California
$86K
FNBT
505
FineMark National Bank & Trust
Florida
$84K -$15.3K -811 -15%
MA
506
MUFG Americas
New York
$81K
Twin Tree Management
507
Twin Tree Management
Texas
$81K +$52.8K +2,794 +164%
NFG
508
Next Financial Group
Texas
$80K +$7.17K +380 +9%
Fifth Third Bancorp
509
Fifth Third Bancorp
Ohio
$78K -$6K -318 -7%
PMFA
510
Plante Moran Financial Advisors
Michigan
$75K +$65.9K +3,490 +484%
ClearBridge Investments
511
ClearBridge Investments
New York
$72K
S
512
SignatureFD
Georgia
$68K -$33.3K -1,763 -32%
CLOS
513
Compagnie Lombard Odier SCmA
Switzerland
$68K +$71.8K +3,800 New
PCM
514
Prelude Capital Management
New York
$66K +$7.08K +375 +11%
PAM
515
PartnerRe Asset Management
Connecticut
$61K -$110K -5,828 -63%
WAM
516
Wolverine Asset Management
Illinois
$60K -$52.9K -2,800 -45%
VFA
517
Virtus Fund Advisers
Connecticut
$60K
PAIA
518
Park Avenue Institutional Advisers
New York
$59K -$2.44K -129 -4%
AC
519
Alexandria Capital
Virginia
$52K +$1.89K +100 +4%
ARMT
520
Amica Retiree Medical Trust
Rhode Island
$50K -$63.3K -3,351 -54%
WTC
521
WhitTier Trust Company
Nevada
$50K
Acadian Asset Management
522
Acadian Asset Management
Massachusetts
$48K -$39.1M -2,068,599 -100%
GLI
523
Guardian Life Insurance
New York
$43K -$11.2K -592 -20%
AAM
524
Advisors Asset Management
Colorado
$43K -$3.78K -200 -8%
OC
525
Oakworth Capital
Alabama
$43K +$45.3K +2,400 +12,000%

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.