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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$12.2M +$2.68M +140,759 +27%
YL
102
YCG LLC
Texas
$12.1M +$176K +9,264 +1%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$12M +$82.3K +4,327 +0.7%
GIA
104
Gateway Investment Advisers
Ohio
$11.8M -$84.5K -4,438 -0.7%
HighTower Advisors
105
HighTower Advisors
Illinois
$11.7M +$4.94M +259,546 +68%
BJ
106
BlackRock Japan
Japan
$11.7M +$296K +15,532 +2%
BA
107
BlackRock Advisors
Delaware
$11.6M +$3.26M +171,392 +37%
ICM
108
Intrepid Capital Management
Florida
$11.2M +$2.75M +144,630 +31%
BA
109
Bridgewater Associates
Connecticut
$10.9M +$8.55M +449,200 +310%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$10.7M +$707K +37,144 +7%
Citadel Advisors
111
Citadel Advisors
Florida
$10.6M -$24.6M -1,292,938 -69%
UBS Group
112
UBS Group
Switzerland
$10.3M -$7.41M -389,352 -41%
NSCM
113
New South Capital Management
Tennessee
$9.91M -$13.7K -720 -0.1%
PHS
114
Pekin Hardy Strauss
Illinois
$9.83M -$5.05M -265,172 -33%
KCM
115
Kempner Capital Management
Texas
$9.36M
DekaBank Deutsche Girozentrale
116
DekaBank Deutsche Girozentrale
Germany
$9.16M +$90.7K +4,765 +1%
SDIC
117
South Dakota Investment Council
South Dakota
$9.12M -$6.75M -354,920 -42%
TA
118
Teachers Advisors
New York
$9.06M +$779K +40,959 +9%
TIP
119
Torray Investment Partners
Maryland
$9.01M
First Trust Advisors
120
First Trust Advisors
Illinois
$8.99M -$9.52M -500,074 -51%
GIA
121
Granite Investment Advisors
New Hampshire
$8.98M -$621K -32,610 -6%
Korea Investment Corp
122
Korea Investment Corp
South Korea
$8.66M +$386K +20,300 +4%
CCM
123
Century Capital Management
Massachusetts
$8.57M
CIC
124
Cornercap Investment Counsel
Georgia
$8.53M +$4.28K +225 +0%
DSI
125
Daiwa SB Investments
Japan
$8.37M +$3.77M +198,000 +77%

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.