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Western Union
WU

Overview Fund Activity

570 hedge funds and large institutions have $9.91B invested in Western Union in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 198 increasing their positions, 237 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
-15
Holders Change %
-2.56%
% of All Funds
15.21%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
49
Increased
198
Reduced
237
Closed
60
Calls
$15.3M
Puts
$33.5M
Net Calls
-$18.2M
Net Calls Change
–

Top Buyers

1
LAM
Lyrical Asset Management
New York
$156M
2
FCH
Freestone Capital Holdings
Washington
$20.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
$916M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$454M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$19.8M

Top Sellers

1
IG
ING Group
Netherlands
$645K
2
GT
Glenmede Trust
Pennsylvania
$274K
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$41.9M
4
WCM
Wedge Capital Management
North Carolina
$0
5
Invesco
Invesco
Georgia
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
WC
527
Whitnell & Co
Illinois
$14K – – –
WIC
528
Woodmont Investment Counsel
Tennessee
$14K – – –
AssetMark Inc
529
AssetMark Inc
California
$13K +$7.68K +401 +144%
CGT
530
Capital Guardian Trust
California
$11K – – –
EFSCE
531
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
EWM
532
Evercore Wealth Management
New York
$11K – – –
NCM
533
Nelson Capital Management
California
$11K – – –
GI
534
Gradient Investments
Minnesota
$11K – – –
AF
535
Allworth Financial
California
$10K – – –
MMG
536
Monetary Management Group
Missouri
$10K +$10K +500 New
IR
537
Invictus RG
Bermuda
$9K -$160K -8,302 -95%
NFG
538
Next Financial Group
Texas
$9K -$71.6K -3,980 -89%
GAM
539
Gemmer Asset Management
California
$8K – – –
AWM
540
Avior Wealth Management
Nebraska
$8K +$8K +400 New
KFA
541
Kelleher Financial Advisors
New York
$8K +$8K +450 New
VCM
542
Versant Capital Management
Arizona
$7K -$877 -50 -11%
CHC
543
City Holding Co
West Virginia
$6K – – –
CHP
544
Cable Hill Partners
Oregon
$6K – – –
SNT
545
Security National Trust
West Virginia
$6K – – –
BG
546
Bollard Group
Massachusetts
$5K -$10.5K -527 -68%
LNB
547
Ledyard National Bank
$5K – – –
BFEC
548
Benjamin F. Edwards & Company
Missouri
$5K – – –
ZB
549
Zions Bancorporation
Utah
$5K – – –
CAW
550
Cornerstone Advisors (Washington)
Washington
$4K -$1.13K -55 -22%
20 21
22
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