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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
CFA
526
Carroll Financial Associates
North Carolina
$41K
GBBWRPM
527
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$39K +$41.5K +2,200 New
QCG
528
Quadrant Capital Group
Ohio
$36K -$491 -26 -1%
RGI
529
River Global Investors
United Kingdom
$29K +$30.6K +1,620 New
HR
530
Howe & Rusling
New York
$27K
SAMC
531
Shinko Asset Management Company
Japan
$27K
PFSC
532
Peoples Financial Services Corp
Pennsylvania
$25K
KTC
533
Kistler-Tiffany Companies
Pennsylvania
$21K
WP
534
WealthPLAN Partners
Nebraska
$19.1K +$34.4K +1,820 New
CG
535
Colony Group
Massachusetts
$18K
DAM
536
Delta Asset Management
Tennessee
$18K
TRCT
537
Tower Research Capital (TRC)
New York
$18K +$16.8K +891 +891%
WAM
538
Wealthspire Advisors (Maryland)
Maryland
$18K +$18.7K +991 New
WTB
539
Washington Trust Bank
Washington
$17K
MFW
540
Mosaic Family Wealth
Missouri
$16K +$17.6K +934 New
KT
541
Kanaly Trust
Texas
$15K +$16K +848 New
Carson Wealth (CWM LLC)
542
Carson Wealth (CWM LLC)
Nebraska
$14K -$3.78K -200 -21%
BG
543
Bollard Group
Massachusetts
$14K +$76 +4 +0.5%
WC
544
Whitnell & Co
Illinois
$13K
WIC
545
Woodmont Investment Counsel
Tennessee
$13K
CGT
546
Capital Guardian Trust
California
$11K
GI
547
Gradient Investments
Minnesota
$10K -$15.8K -837 -59%
AF
548
Allworth Financial
California
$10K
EFSCE
549
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
NCM
550
Nelson Capital Management
California
$10K

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.