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.
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: 572 → 557 (-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: 14 → 9 (-5)
45% less call options, than puts
Call options by funds: $13.8M | Put options by funds: $25.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$221M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$30.3M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$29.6M |
| 4 |
VanEck Associates
New York
|
+$17.7M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$77.8M |
| 2 |
Royal London Asset Management
United Kingdom
|
-$44.7M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
-$37.8M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$30.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$23.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
601
ClearBridge Investments
New York
| – | -$39K | -2,000 | Closed |
|
|
WIC
602
Woodmont Investment Counsel
Nashville,
Tennessee
| – | -$14K | -700 | Closed |
|
|
GI
603
Gradient Investments
Arden Hills,
Minnesota
| – | -$11K | -582 | Closed |
|
|
KFA
604
Kelleher Financial Advisors
New York
| – | -$8K | -450 | Closed |
|
|
LNB
605
Ledyard National Bank
| – | -$5K | -257 | Closed |
|
|
PCP
606
Proficio Capital Partners
Newton,
Massachusetts
| – | -$2K | -102 | Closed |
|
|
MFT
607
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$2K | -100 | Closed |
|
|
UFA
608
US Financial Advisors
Braintree,
Massachusetts
| – | -$1K | -65 | Closed |
|
|
RWA
609
Ropes Wealth Advisors
Boston,
Massachusetts
| – | -$1K | -62 | Closed |
|
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.