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Western Union

557 hedge funds and large institutions have $9.94B invested in Western Union in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 191 increasing their positions, 215 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.8% more ownership

Funds ownership: 103.82%105.62% (+1.8%)

0% more capital invested

Capital invested by funds: $9.92B → $9.94B (+$28.2M)

3% less funds holding

Funds holding: 572557 (-15)

11% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 215

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

45% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $25.2M

Holders
557
Holders Change
-15
Holders Change %
-2.62%
% of All Funds
14.86%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.24%
New
45
Increased
191
Reduced
215
Closed
52
Calls
$13.8M
Puts
$25.2M
Net Calls
-$11.4M
Net Calls Change
+$6.76M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
526
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
NCM
527
Nelson Capital Management
California
$11K
AF
528
Allworth Financial
California
$10K
MMG
529
Monetary Management Group
Missouri
$10K
GAM
530
Gemmer Asset Management
California
$10K +$990 +51 +11%
NFG
531
Next Financial Group
Texas
$9K
AWM
532
Avior Wealth Management
Nebraska
$8K
VCM
533
Versant Capital Management
Arizona
$8K +$524 +27 +7%
FPFS
534
First Personal Financial Services
North Carolina
$7K +$6.62K +341 New
CHP
535
Cable Hill Partners
Oregon
$6K
CHC
536
City Holding Co
West Virginia
$6K
SNT
537
Security National Trust
West Virginia
$6K
BFEC
538
Benjamin F. Edwards & Company
Missouri
$5K
BG
539
Bollard Group
Massachusetts
$5K
ZB
540
Zions Bancorporation
Utah
$5K
CAW
541
Cornerstone Advisors (Washington)
Washington
$4K
SSB
542
Sandy Spring Bank
Maryland
$3K
CF
543
CenterStar Fund
Illinois
$2K
WCM
544
Wealthcare Capital Management
Virginia
$2K
TFO
545
Tarbox Family Office
California
$2K +$699 +36 +65%
MA
546
MCF Advisors
Kentucky
$2K +$1.81K +93 New
WEC
547
Winslow Evans & Crocker
Massachusetts
$1.92K
SWA
548
Sutton Wealth Advisors
Florida
$1.86K
AIM
549
Arcadia Investment Management
Michigan
$1K
IWMPD
550
Integrated Wealth Management (Palm Desert)
California
$1K

WU Hedge Fund Activity: Q2 2016 in Review

557 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2016, worth a combined $9.94B — up 0.28% from $9.92B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of WU and 45 opened new positions — a net loss of 7 holders — while 215 trimmed existing stakes and 191 added.

The largest buyer was Bank of New York Mellon, adding an estimated $221M. The largest seller was Herndon Capital Management, cutting an estimated $77.8M.

  • 557 institutional investors held Western Union (WU) as of Q2 2016, down from 572 in Q1 2016.
  • Funds reported $9.94B of Western Union stock for Q2 2016, up 0.28% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q2 2016 and 52 closed out, a net change of -7 holders.
  • The largest Western Union buyer in Q2 2016 was Bank of New York Mellon, an estimated $221M added.
  • The largest Western Union seller in Q2 2016 was Herndon Capital Management, an estimated $77.8M sold.

Based on aggregated 13F filings for Q2 2016.