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Western Union

552 hedge funds and large institutions have $10.7B invested in Western Union in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 234 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

8% more capital invested

Capital invested by funds: $9.94B → $10.7B (+$754M)

0.24% more ownership

Funds ownership: 105.62%105.86% (+0.24%)

1% less funds holding

Funds holding: 557552 (-5)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

21% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 234

31% less call options, than puts

Call options by funds: $16M | Put options by funds: $23.1M

Holders
552
Holders Change
-5
Holders Change %
-0.9%
% of All Funds
14.73%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.35%
New
45
Increased
185
Reduced
234
Closed
46
Calls
$16M
Puts
$23.1M
Net Calls
-$7.1M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
501
Anchor Investment Management
South Carolina
$37.5K -$10.3K -500 -22%
PCM
502
Prelude Capital Management
New York
$35K +$34.9K +1,700 New
HWP
503
Hefty Wealth Partners
Indiana
$30K
NYLT
504
New York Life Trust
New York
$27K -$78.8K -3,833 -75%
SAMC
505
Shinko Asset Management Company
Japan
$26K -$5.38K -262 -17%
KTC
506
Kistler-Tiffany Companies
Pennsylvania
$25K
IR
507
Invictus RG
Bermuda
$23K -$4.33K -211 -16%
KT
508
Kanaly Trust
Texas
$23K
DAM
509
Delta Asset Management
Tennessee
$21K
PFSC
510
Peoples Financial Services Corp
Pennsylvania
$21K
WTB
511
Washington Trust Bank
Washington
$21K +$822 +40 +4%
AssetMark Inc
512
AssetMark Inc
California
$21K +$9.29K +452 +78%
MFW
513
Mosaic Family Wealth
Missouri
$19K
WAM
514
Wealthspire Advisors (Maryland)
Maryland
$19K +$534 +26 +3%
EWM
515
Evercore Wealth Management
New York
$17K -$7.19K -350 -30%
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$16K
JFGIW
517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K -$31.3K -1,523 -68%
WC
518
Whitnell & Co
Illinois
$15K
WIC
519
Woodmont Investment Counsel
Tennessee
$15K +$15.1K +733 New
CGT
520
Capital Guardian Trust
California
$12K
EFSCE
521
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
VOYA Investment Management
522
VOYA Investment Management
Georgia
$11.8K +$355K +17,260 +3%
AF
523
Allworth Financial
California
$11K
GAM
524
Gemmer Asset Management
California
$11K
NCM
525
Nelson Capital Management
California
$11K

WU Hedge Fund Activity: Q3 2016 in Review

552 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2016, worth a combined $10.7B — up 7.6% from $9.94B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of WU and 45 opened new positions — a net loss of 1 holder — while 234 trimmed existing stakes and 185 added.

The largest buyer was Bank of New York Mellon, adding an estimated $54.8M. The largest seller was Fidelity Investments, cutting an estimated $35.1M.

  • 552 institutional investors held Western Union (WU) as of Q3 2016, down from 557 in Q2 2016.
  • Funds reported $10.7B of Western Union stock for Q3 2016, up 7.6% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q3 2016 and 46 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q3 2016 was Bank of New York Mellon, an estimated $54.8M added.
  • The largest Western Union seller in Q3 2016 was Fidelity Investments, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2016.