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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
EWM
551
Evercore Wealth Management
New York
$10K +$10.7K +569 New
Manulife (Manufacturers Life Insurance)
552
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.12K -$537K -28,415 -5%
GAM
553
Gemmer Asset Management
California
$8K
VCM
554
Versant Capital Management
Arizona
$8K +$8.48K +449 New
CHC
555
City Holding Co
West Virginia
$6K
JFGIW
556
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K -$8.4K -445 -60%
CHP
557
Cable Hill Partners
Oregon
$5K
GXMC
558
Global X Management Company
New York
$5K
LNB
559
Ledyard National Bank
$5K
SNT
560
Security National Trust
West Virginia
$5K
AWMS
561
Advocacy Wealth Management Services
Georgia
$5K +$4.97K +263 New
AssetMark Inc
562
AssetMark Inc
California
$5K +$5.25K +278 New
BWA
563
Burt Wealth Advisors
Maryland
$5K +$6.12K +324 New
BFEC
564
Benjamin F. Edwards & Company
Missouri
$4K
TCOV
565
Trust Company of Vermont
Vermont
$4K
ZB
566
Zions Bancorporation
Utah
$4K
CAW
567
Cornerstone Advisors (Washington)
Washington
$4K +$1.04K +55 +28%
KM
568
Kalos Management
Georgia
$3K
PCP
569
Proficio Capital Partners
Massachusetts
$3K +$2.74K +145 New
WEC
570
Winslow Evans & Crocker
Massachusetts
$2.62K
WCM
571
Wealthcare Capital Management
Virginia
$2K -$62.3K -3,300 -97%
TSU
572
TD Securities (USA)
New York
$2K -$3.36K -178 -61%
GWM
573
Gupta Wealth Management
California
$2K
MFT
574
Moisand Fitzgerald Tamayo
Florida
$2K +$1.89K +100 New
PHK
575
Point72 Hong Kong
Hong Kong
$2K +$1.89K +100 New

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.