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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
Comerica Bank
76
Comerica Bank
Texas
$18.4M +$17.5M +924,861 +561%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$18.3M +$345K +18,278 +2%
CEP
78
Chicago Equity Partners
Illinois
$18M -$409K -21,660 -2%
CC
79
Chubb Corp
New Jersey
$17.9M
Morgan Stanley
80
Morgan Stanley
New York
$17.6M +$2.22M +117,688 +14%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$17.4M +$3.78M +200,258 +26%
AllianceBernstein
82
AllianceBernstein
Tennessee
$17.2M -$234K -12,377 -1%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$17.1M +$287K +15,190 +2%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$17.1M +$5.49M +290,507 +44%
SEI Investments
85
SEI Investments
Pennsylvania
$16.7M +$12.4M +655,021 +235%
Swiss National Bank
86
Swiss National Bank
Switzerland
$16.6M +$123K +6,500 +0.7%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$16.4M -$562K -29,759 -3%
RFC
88
Russell Frank Company
Washington
$16.3M -$4.18M -221,283 -20%
PCM
89
Polaris Capital Management
Massachusetts
$16.1M +$3.53M +187,216 +26%
OI
90
Oakbrook Investments
Illinois
$15.6M +$922K +48,835 +6%
MTB
91
Mizuho Trust & Banking
Japan
$15.2M +$1.05M +55,818 +7%
Macquarie Group
92
Macquarie Group
Australia
$14.8M -$11K -585 -0.1%
BA
93
Bridgewater Associates
Connecticut
$14.4M +$3.92M +207,453 +35%
Truist Financial
94
Truist Financial
North Carolina
$14M -$599K -31,745 -4%
Principal Financial Group
95
Principal Financial Group
Iowa
$13.7M +$148K +7,815 +1%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$13.5M -$753K -39,900 -5%
MIS
97
Morningstar Investment Services
Illinois
$13.4M -$431K -22,851 -3%
AAM
98
Aberdeen Asset Management
United Kingdom
$13.3M +$144K +7,610 +1%
BA
99
BlackRock Advisors
Delaware
$12.9M +$1.66M +87,744 +14%
RCM
100
Riverhead Capital Management
Delaware
$12.8M -$4.16M -220,495 -24%

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.