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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
AIA
576
Allegis Investment Advisors
Idaho
$2K +$2.44K +129 New
SSB
577
Sandy Spring Bank
Maryland
$2K +$2.57K +136 New
IWMPD
578
Integrated Wealth Management (Palm Desert)
California
$1K -$1.89K -100 -65%
AIM
579
Arcadia Investment Management
Michigan
$1K
TWA
580
TCI Wealth Advisors
Arizona
$1K
TFO
581
Tarbox Family Office
California
$1K +$321 +17 +29%
RWA
582
Ropes Wealth Advisors
Massachusetts
$1K +$736 +39 New
PFBT
583
Parkside Financial Bank & Trust
Missouri
$1K +$1.15K +61 New
CFG
584
Citizens Financial Group
Rhode Island
$1K +$1.21K +64 New
UFA
585
US Financial Advisors
Massachusetts
$1K +$1.23K +65 New
N
586
Nuveen
North Carolina
$598 -$24.8K -1,311 -4%
ARC
587
Absolute Return Capital
Massachusetts
-$5.82M -316,858 Closed
State of New Jersey Common Pension Fund D
588
State of New Jersey Common Pension Fund D
New Jersey
-$3.67M -200,000 Closed
VIA
589
Vident Investment Advisory
Georgia
-$3.19M -173,599 Closed
HA
590
Havens Advisors
New York
-$2.9M -157,883 Closed
ACM
591
Alethea Capital Management
Washington
-$2.6M -141,652 Closed
DIS
592
Diversified Investment Strategies
Louisiana
-$2.48M -135,250 Closed
Group One Trading
593
Group One Trading
Illinois
-$1.93M -101,951 Closed
NI
594
Numeric Investors
Massachusetts
-$966K -52,600 Closed
DVM
595
Dreman Value Management
Florida
-$651K -35,471 Closed
WIS
596
Wright Investors Service
Connecticut
-$474K -25,825 Closed
N
597
Natixis
France
-$379K -20,662 Closed
CCIA
598
Campbell & Co Investment Adviser
Maryland
-$374K -20,344 Closed
SFP
599
Santa Fe Partners
New Mexico
-$304K -16,565 Closed
IRS
600
Invictus RG (Singapore)
Singapore
-$272K -14,789 Closed

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.