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Western Union

559 hedge funds and large institutions have $9.88B invested in Western Union in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 208 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% less ownership

Funds ownership: 105.53%105.3% (-0.23%)

0% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 209

3% less funds holding

Funds holding: 578559 (-19)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

11% less capital invested

Capital invested by funds: $11.1B → $9.88B (-$1.19B)

26% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $40M

30% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 53

Holders
559
Holders Change
-19
Holders Change %
-3.29%
% of All Funds
15.61%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.31%
New
37
Increased
208
Reduced
209
Closed
53
Calls
$29.4M
Puts
$40M
Net Calls
-$10.6M
Net Calls Change
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$18.9M -$204K -10,700 -1%
CEP
77
Chicago Equity Partners
Illinois
$18.8M +$7.58M +398,290 +64%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$18.4M -$157K -8,263 -0.8%
CC
79
Chubb Corp
New Jersey
$18.4M
AllianceBernstein
80
AllianceBernstein
Tennessee
$17.9M -$3.59M -188,696 -16%
ACM
81
Academy Capital Management
Texas
$17.8M +$8.68M +456,111 +98%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$17.4M -$120K -6,323 -0.7%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$17.3M -$26.6K -1,400 -0.1%
RCM
84
Riverhead Capital Management
Delaware
$17.1M +$589K +30,956 +3%
Swiss National Bank
85
Swiss National Bank
Switzerland
$16.9M +$1.51M +79,100 +9%
Morgan Stanley
86
Morgan Stanley
New York
$15.8M -$11.3M -593,717 -41%
Macquarie Group
87
Macquarie Group
Australia
$15.2M -$565K -29,702 -3%
OI
88
Oakbrook Investments
Illinois
$15.1M
Truist Financial
89
Truist Financial
North Carolina
$14.9M -$116K -6,071 -0.7%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$14.6M -$183K -9,600 -1%
MTB
91
Mizuho Trust & Banking
Japan
$14.3M -$3.21M -168,727 -18%
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$14.3M +$10.1M +532,517 +241%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$14.1M +$5.57M +292,928 +61%
MIS
94
Morningstar Investment Services
Illinois
$14.1M +$1.98M +103,895 +16%
Principal Financial Group
95
Principal Financial Group
Iowa
$13.9M -$255K -13,416 -2%
Credit Agricole
96
Credit Agricole
France
$13.6M -$492K -25,832 -3%
PCM
97
Polaris Capital Management
Massachusetts
$13.1M +$1.07M +56,000 +9%
AQR Capital Management
98
AQR Capital Management
Connecticut
$12.7M +$9.21M +484,045 +231%
BNP Paribas Asset Management
99
BNP Paribas Asset Management
France
$12.7M +$2.18M +114,304 +20%
AAM
100
Aberdeen Asset Management
United Kingdom
$12.3M -$2.05M -107,904 -14%

WU Hedge Fund Activity: Q3 2015 in Review

559 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2015, worth a combined $9.88B — down 11% from $11.1B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of WU and 37 opened new positions — a net loss of 16 holders — while 209 trimmed existing stakes and 208 added.

The largest buyer was Bank of New York Mellon, adding an estimated $95.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $305M.

  • 559 institutional investors held Western Union (WU) as of Q3 2015, down from 578 in Q2 2015.
  • Funds reported $9.88B of Western Union stock for Q3 2015, down 11% quarter-over-quarter.
  • 37 funds opened new Western Union positions in Q3 2015 and 53 closed out, a net change of -16 holders.
  • The largest Western Union buyer in Q3 2015 was Bank of New York Mellon, an estimated $95.1M added.
  • The largest Western Union seller in Q3 2015 was T. Rowe Price Associates, an estimated $305M sold.

Based on aggregated 13F filings for Q3 2015.