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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
WGCA
601
Wolf Group Capital Advisors
Virginia
-$254K -13,822 Closed
POA
602
Pergamon Offshore Advisors
New York
-$247K -13,468 Closed
BCM
603
BlueCrest Capital Management
Jersey
-$244K -13,266 Closed
DILH
604
Dai-ichi Life Holdings
Japan
-$237K -12,931 Closed
ZDA
605
Zweig-DiMenna Associates
New York
-$235K -12,800 Closed
HS
606
HighVista Strategies
Massachusetts
-$235K -12,773 Closed
RVPG
607
Relative Value Partners Group
-$220K -12,000 Closed
BMCMI
608
Bryn Mawr Capital Management Inc
Pennsylvania
-$211K -11,512 Closed
CIBC Private Wealth Group
609
CIBC Private Wealth Group
Georgia
-$201K -10,922 Closed
BFM
610
Boothbay Fund Management
New York
-$190K -10,365 Closed
AIA
611
Affinity Investment Advisors
California
-$186K -10,109 Closed
W
612
Wealthfront
California
-$147K -8,006 Closed
PSI
613
Pinnacle Summer Investments
Virginia
-$120K -6,535 Closed
CFSG
614
Community Financial Services Group
Vermont
-$91K -4,960 Closed
Simplex Trading
615
Simplex Trading
Illinois
-$77.1K -4,082 Closed
TF
616
Tompkins Financial
New York
-$71K -3,870 Closed
SFWA
617
Summit Financial Wealth Advisors
Louisiana
-$53K -2,909 Closed
BCM
618
Brookstone Capital Management
Illinois
-$40K -2,190 Closed
MGIA
619
Moneta Group Investment Advisors
Missouri
-$21K -1,121 Closed
HMS
620
Hanseatic Management Services
New Mexico
-$18K -908 Closed
MPWT
621
MassMutual Private Wealth & Trust
Connecticut
-$7.46K -465 Closed
AAM
622
American Asset Management
Florida
-$4K -239 Closed
BBHC
623
Brown Brothers Harriman & Co
New York
-$1K -43 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.