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Western Union

552 hedge funds and large institutions have $10.7B invested in Western Union in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 234 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

8% more capital invested

Capital invested by funds: $9.94B → $10.7B (+$754M)

0.24% more ownership

Funds ownership: 105.62%105.86% (+0.24%)

1% less funds holding

Funds holding: 557552 (-5)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

21% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 234

31% less call options, than puts

Call options by funds: $16M | Put options by funds: $23.1M

Holders
552
Holders Change
-5
Holders Change %
-0.9%
% of All Funds
14.73%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.35%
New
45
Increased
185
Reduced
234
Closed
46
Calls
$16M
Puts
$23.1M
Net Calls
-$7.1M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
551
Integrated Wealth Management (Palm Desert)
California
$1K
TWA
552
TCI Wealth Advisors
Arizona
$1K
State of Wisconsin Investment Board
553
State of Wisconsin Investment Board
Wisconsin
-$11M -574,179 Closed
Arrowstreet Capital
554
Arrowstreet Capital
Massachusetts
-$9.55M -498,100 Closed
Marshall Wace
555
Marshall Wace
United Kingdom
-$9.14M -476,384 Closed
Two Sigma Investments
556
Two Sigma Investments
New York
-$7.22M -376,291 Closed
EGM
557
Engineers Gate Manager
New York
-$5.35M -278,960 Closed
D.E. Shaw & Co
558
D.E. Shaw & Co
New York
-$4.54M -236,435 Closed
JIM
559
Jupiter Investment Management
United Kingdom
-$2.91M -151,632 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
560
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$1.25M -65,100 Closed
IR
561
IAT Reinsurance
New York
-$1.25M -65,000 Closed
BPC
562
Banque Pictet & Cie
Switzerland
-$925K -48,250 Closed
PNAA
563
Pictet North America Advisors
Switzerland
-$925K -48,250 Closed
TSS
564
Two Sigma Securities
New York
-$755K -39,339 Closed
LAM
565
Lingohr Asset Management
Germany
-$730K -38,070 Closed
SJIC
566
St. James Investment Company
Texas
-$686K -35,771 Closed
BCM
567
BlueCrest Capital Management
Jersey
-$667K -34,774 Closed
LP
568
LMR Partners
United Kingdom
-$631K -32,920 Closed
NAP
569
New Amsterdam Partners
New York
-$596K -31,052 Closed
AIM
570
Assured Investment Management
New York
-$516K -26,906 Closed
AA
571
ALPS Advisors
Colorado
-$420K -21,897 Closed
Northwestern Mutual Wealth Management
572
Northwestern Mutual Wealth Management
Wisconsin
-$398K -20,642 Closed
EA
573
Euclid Advisors
Connecticut
-$388K -20,205 Closed
AT
574
Arden Trust
Delaware
-$342 -17,822 Closed
BC
575
Banced Corp
Illinois
-$315K -17,163 Closed

WU Hedge Fund Activity: Q3 2016 in Review

552 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2016, worth a combined $10.7B — up 7.6% from $9.94B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of WU and 45 opened new positions — a net loss of 1 holder — while 234 trimmed existing stakes and 185 added.

The largest buyer was Bank of New York Mellon, adding an estimated $54.8M. The largest seller was Fidelity Investments, cutting an estimated $35.1M.

  • 552 institutional investors held Western Union (WU) as of Q3 2016, down from 557 in Q2 2016.
  • Funds reported $10.7B of Western Union stock for Q3 2016, up 7.6% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q3 2016 and 46 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q3 2016 was Bank of New York Mellon, an estimated $54.8M added.
  • The largest Western Union seller in Q3 2016 was Fidelity Investments, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2016.