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Western Union
WU

Overview Fund Activity

574 hedge funds and large institutions have $11.1B invested in Western Union in 2016 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 238 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+24
Holders Change %
+4.36%
% of All Funds
14.37%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.3%
New
72
Increased
177
Reduced
238
Closed
41
Calls
$21.2M
Puts
$40.4M
Net Calls
-$19.2M
Net Calls Change
-$12.1M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$868M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$150M
4
Morgan Stanley
Morgan Stanley
New York
$50.2M
5
Asset Management One
Asset Management One
Japan
$19.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$881M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$17.2M
3
HCM
Herndon Capital Management
Georgia
$15.4M
4
MTB
Mizuho Trust & Banking
Japan
$0
5
WG
Winton Group
United Kingdom
$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMT
501
Amica Retiree Medical Trust
Rhode Island
$61K – – –
MA
502
MUFG Americas
New York
$59K – – –
OC
503
Oakworth Capital
Alabama
$59K +$4.18K +200 +8%
QCG
504
Quadrant Capital Group
Ohio
$52K -$41 -2 -0.1%
TCM
505
Trent Capital Management
North Carolina
$52K +$52K +2,400 New
PA
506
Parallel Advisors
California
$51K +$51K +2,350 New
GWM
507
Geneos Wealth Management
Colorado
$50K -$2.12K -98 -4%
GBBWRPM
508
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$50K – – –
CFA
509
Carroll Financial Associates
North Carolina
$50K +$43 +2 +0.1%
WTC
510
WhitTier Trust Company
Nevada
$45K – – –
AAM
511
Advisors Asset Management
Colorado
$43K -$2.15K -100 -5%
AOWM
512
Alpha Omega Wealth Management
Virginia
$41K +$41K +1,900 New
WOC
513
West Oak Capital
California
$40.6K -$3.67K -169 -8%
GLI
514
Guardian Life Insurance
New York
$40K +$431 +20 +1%
AW
515
Alpha Windward
Massachusetts
$37K +$37K +1,699 New
HWP
516
Hefty Wealth Partners
Indiana
$31K – – –
WC
517
Whitnell & Co
Illinois
$30K +$15K +700 +100%
KTC
518
Kistler-Tiffany Companies
Pennsylvania
$26K – – –
AA
519
Ancora Advisors
Ohio
$26K +$26K +1,200 New
KT
520
Kanaly Trust
Texas
$24K – – –
AssetMark Inc
521
AssetMark Inc
California
$23K +$177 +8 +0.8%
DAM
522
Delta Asset Management
Tennessee
$22K – – –
WTB
523
Washington Trust Bank
Washington
$22K – – –
IP
524
Intellectus Partners
California
$22K +$22K +1,000 New
EA
525
Edge Advisors
Georgia
$22K +$22K +1,055 New
19 20
21
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