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Western Union

559 hedge funds and large institutions have $9.88B invested in Western Union in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 208 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% less ownership

Funds ownership: 105.53%105.3% (-0.23%)

0% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 209

3% less funds holding

Funds holding: 578559 (-19)

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

30% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 53

Holders
559
Holders Change
-19
Holders Change %
-3.29%
% of All Funds
15.61%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.31%
New
37
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
JFGIW
526
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K +$8.47K +445 +152%
WC
527
Whitnell & Co
Illinois
$13K
WIC
528
Woodmont Investment Counsel
Tennessee
$13K
PMFA
529
Plante Moran Financial Advisors
Michigan
$13K +$76 +4 +0.6%
CGT
530
Capital Guardian Trust
California
$11K
AF
531
Allworth Financial
California
$10K
EFSCE
532
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
NCM
533
Nelson Capital Management
California
$10K
Manulife (Manufacturers Life Insurance)
534
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.87K +$212K +11,123 +2%
GAM
535
Gemmer Asset Management
California
$8K
MPWT
536
MassMutual Private Wealth & Trust
Connecticut
$7.46K +$3.14K +165 +55%
CHC
537
City Holding Co
West Virginia
$6K
SNT
538
Security National Trust
West Virginia
$6K
TSU
539
TD Securities (USA)
New York
$5K -$3.97M -208,812 -100%
BFEC
540
Benjamin F. Edwards & Company
Missouri
$5K -$1.9K -100 -29%
CHP
541
Cable Hill Partners
Oregon
$5K
LNB
542
Ledyard National Bank
$5K
GXMC
543
Global X Management Company
New York
$5K +$324 +17 +7%
ZB
544
Zions Bancorporation
Utah
$5K +$4.43K +233 New
CAW
545
Cornerstone Advisors (Washington)
Washington
$4K -$419 -22 -10%
AWS
546
Aris Wealth Services
Pennsylvania
$4K
TCOV
547
Trust Company of Vermont
Vermont
$4K
AAM
548
American Asset Management
Florida
$4K +$4.55K +239 New
IWMPD
549
Integrated Wealth Management (Palm Desert)
California
$3K
WEC
550
Winslow Evans & Crocker
Massachusetts
$2.68K

WU Hedge Fund Activity: Q3 2015 in Review

559 of the 3,581 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 37 opened new positions — a net loss of 16 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.

  • 559 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.
  • 37 funds opened new Western Union positions in Q3 2015 and 53 closed out, a net change of -16 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.