We are live on ! Find out more
WU icon

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
TCIM
51
TIAA CREF Investment Management
New York
$33.3M -$6.05M -320,634 -15%
VanEck Associates
52
VanEck Associates
New York
$33.3M -$4.05M -214,324 -10%
Los Angeles Capital Management
53
Los Angeles Capital Management
California
$33.2M -$23.2K -1,230 -0.1%
PAM
54
Panagora Asset Management
Massachusetts
$33M +$4.28M +226,493 +14%
First Manhattan
55
First Manhattan
New York
$32.8M -$12K -638 -0%
UOC
56
UBS O'Connor
Illinois
$31.2M +$32.9M +1,740,725 New
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$30.5M +$58.5K +3,100 +0.2%
BKBG
58
BHF Kleinwort Benson Group
Belgium
$29.8M +$31.4M +1,662,305 New
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
$28.8M +$2.06M +109,250 +7%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$28.1M +$295K +15,600 +1%
Prudential Financial
61
Prudential Financial
New Jersey
$28M +$30.2K +1,600 +0.1%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$27.1M -$1.53M -81,031 -5%
TSW
63
Thompson Siegel & Walmsley
Virginia
$27M +$1.13M +59,721 +4%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$26.6M -$4.22M -223,275 -13%
Charles Schwab
65
Charles Schwab
California
$26.3M +$567K +30,023 +2%
BCM
66
Becker Capital Management
Oregon
$26.1M +$199K +10,565 +0.7%
PPA
67
Parametric Portfolio Associates
Washington
$25.1M +$1.03M +54,440 +4%
AQR Capital Management
68
AQR Capital Management
Connecticut
$22.9M +$11.1M +586,203 +85%
CIM
69
Calvert Investment Management
Maryland
$22.6M -$5.61M -296,916 -19%
Federated Hermes
70
Federated Hermes
Pennsylvania
$22.1M +$147K +7,806 +0.6%
CCMH
71
Cornerstone Capital Management Holdings
New York
$21.8M +$231K +12,243 +1%
Renaissance Technologies
72
Renaissance Technologies
New York
$21.7M +$22.9M +1,210,800 New
BIM
73
BlackRock Investment Management
Delaware
$20.3M -$1.01M -53,457 -5%
BlackRock
74
BlackRock
New York
$20.1M -$367K -19,424 -2%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$18.5M -$27.9K -1,479 -0.1%

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.