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Western Union

552 hedge funds and large institutions have $10.7B invested in Western Union in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 234 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

8% more capital invested

Capital invested by funds: $9.94B → $10.7B (+$754M)

0.24% more ownership

Funds ownership: 105.62%105.86% (+0.24%)

1% less funds holding

Funds holding: 557552 (-5)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

21% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 234

31% less call options, than puts

Call options by funds: $16M | Put options by funds: $23.1M

Holders
552
Holders Change
-5
Holders Change %
-0.9%
% of All Funds
14.73%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.35%
New
45
Increased
185
Reduced
234
Closed
46
Calls
$16M
Puts
$23.1M
Net Calls
-$7.1M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$19.7M +$985K +47,934 +5%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$19.6M +$23.8K +1,160 +0.1%
OI
78
Oakbrook Investments
Illinois
$19.1M -$2.7M -131,285 -13%
EA
79
Emerald Acquisition
Washington
$18.7M -$725K -35,307 -4%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$18.4M -$1.25M -60,667 -6%
Principal Financial Group
81
Principal Financial Group
Iowa
$16.9M +$162K +7,887 +1%
KBC Group
82
KBC Group
Belgium
$16.6M +$8.1M +394,077 +98%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$16.4M +$29K +1,413 +0.2%
SEI Investments
84
SEI Investments
Pennsylvania
$15.3M +$110K +5,375 +0.7%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$14.9M +$9.82K +478 +0.1%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$14.9M +$14.7M +713,393 New
CL
87
Chubb Ltd
Switzerland
$14.6M
Macquarie Group
88
Macquarie Group
Australia
$14M -$2.33M -113,340 -14%
BJ
89
BlackRock Japan
Japan
$13.8M +$122K +5,923 +0.9%
Korea Investment Corp
90
Korea Investment Corp
South Korea
$13.3M +$2.6M +126,300 +25%
AAM
91
Aberdeen Asset Management
United Kingdom
$13.3M -$75.2K -3,658 -0.6%
Truist Financial
92
Truist Financial
North Carolina
$12.7M -$716K -34,825 -5%
BGIM
93
Brandywine Global Investment Management
Pennsylvania
$12.5M +$1.52M +74,085 +14%
NSCM
94
New South Capital Management
Tennessee
$12.3M -$146K -7,090 -1%
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$12M -$385K -18,730 -3%
Aviva
96
Aviva
United Kingdom
$12M +$5.72M +278,175 +94%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.7M +$465K +22,651 +4%
Canada Life
98
Canada Life
Manitoba, Canada
$11.5M +$187K +9,096 +2%
YL
99
YCG LLC
Texas
$11.4M -$157K -7,639 -1%
TA
100
Teachers Advisors
New York
$11.2M +$552K +26,886 +5%

WU Hedge Fund Activity: Q3 2016 in Review

552 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2016, worth a combined $10.7B — up 7.6% from $9.94B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of WU and 45 opened new positions — a net loss of 1 holder — while 234 trimmed existing stakes and 185 added.

The largest buyer was Bank of New York Mellon, adding an estimated $54.8M. The largest seller was Fidelity Investments, cutting an estimated $35.1M.

  • 552 institutional investors held Western Union (WU) as of Q3 2016, down from 557 in Q2 2016.
  • Funds reported $10.7B of Western Union stock for Q3 2016, up 7.6% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q3 2016 and 46 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q3 2016 was Bank of New York Mellon, an estimated $54.8M added.
  • The largest Western Union seller in Q3 2016 was Fidelity Investments, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2016.