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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
Fifth Third Bancorp
501
Fifth Third Bancorp
Ohio
$41K -$9.52K -490 -18%
AIM
502
Acrospire Investment Management
Illinois
$40K -$17.5K -900 -30%
GLI
503
Guardian Life Insurance
New York
$36K +$252 +13 +0.7%
PHK
504
Point72 Hong Kong
Hong Kong
$36K +$1.94K +100 +6%
ICOM
505
Investment Counselors of Maryland
Maryland
$35K
RGI
506
River Global Investors
United Kingdom
$31K
HR
507
Howe & Rusling
New York
$29K
SAMC
508
Shinko Asset Management Company
Japan
$29K
WOC
509
West Oak Capital
California
$27.8K +$28.1K +1,449 New
HWP
510
Hefty Wealth Partners
Indiana
$27K
IR
511
Invictus RG
Bermuda
$26K +$16.8K +866 +185%
KTC
512
Kistler-Tiffany Companies
Pennsylvania
$23K
EWM
513
Evercore Wealth Management
New York
$23K +$11.8K +608 +107%
KT
514
Kanaly Trust
Texas
$21K +$952 +49 +5%
DAM
515
Delta Asset Management
Tennessee
$19K
PFSC
516
Peoples Financial Services Corp
Pennsylvania
$19K
MFW
517
Mosaic Family Wealth
Missouri
$18K
WTB
518
Washington Trust Bank
Washington
$18K
WAM
519
Wealthspire Advisors (Maryland)
Maryland
$17K -$1.63K -84 -9%
Carson Wealth (CWM LLC)
520
Carson Wealth (CWM LLC)
Nebraska
$15K
CCM
521
Cribstone Capital Management
Maine
$14K +$14.6K +750 New
WC
522
Whitnell & Co
Illinois
$13K
FMII
523
Farmers & Merchants Investments Inc
Nebraska
$12K -$63K -3,246 -84%
AssetMark Inc
524
AssetMark Inc
California
$11K -$1.96K -101 -15%
CGT
525
Capital Guardian Trust
California
$11K

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.