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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
Ameriprise
151
Ameriprise
Minnesota
$5.42M +$172K +8,364 +3%
SIC
152
Schwartz Investment Counsel
Michigan
$5.29M
Retirement Systems of Alabama
153
Retirement Systems of Alabama
Alabama
$5.14M -$76.2K -3,707 -1%
BA
154
Bridgewater Associates
Connecticut
$5.03M -$5.79M -281,641 -54%
LSC
155
Lesa Sroufe & Co
Washington
$4.91M +$13.1K +638 +0.3%
AIG
156
American International Group
New York
$4.84M -$181K -8,802 -4%
CC
157
Cipher Capital
New York
$4.83M +$1.27M +61,622 +36%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$4.61M +$2.17M +105,762 +91%
IIC
159
Ironwood Investment Counsel
Arizona
$4.53M +$1.04M +50,638 +30%
FCBT
160
First Citizens Bank & Trust
North Carolina
$4.51M -$85.4K -4,155 -2%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$4.47M -$172K -8,379 -4%
Nordea Investment Management
162
Nordea Investment Management
Sweden
$4.39M +$1.34M +64,986 +45%
CCM
163
Channing Capital Management
Illinois
$4.35M
CCA
164
Catalyst Capital Advisors
New York
$4.31M -$427K -20,793 -9%
AAF
165
Andra AP-fonden
Sweden
$4.3M +$63.7K +3,100 +2%
State of Tennessee, Department of Treasury
166
State of Tennessee, Department of Treasury
Tennessee
$4.27M -$3.87M -188,356 -48%
RA
167
Royce & Associates
New York
$4.2M
PIA
168
Piedmont Investment Advisors
North Carolina
$4.2M
Citigroup
169
Citigroup
New York
$4.18M +$418K +20,360 +11%
SFFS
170
Stonehage Fleming Financial Services
Jersey
$3.97M -$1.04M -50,500 -21%
Victory Capital Management
171
Victory Capital Management
Texas
$3.96M +$971K +47,273 +33%
PL
172
Perpetual Ltd
Australia
$3.88M -$184K -8,978 -5%
PL
173
Parthenon LLC
Kentucky
$3.88M -$81.7K -3,975 -2%
BCIM
174
British Columbia Investment Management
British Columbia, Canada
$3.86M -$705K -34,291 -16%
AAM
175
Auxier Asset Management
Oregon
$3.78M -$415K -20,214 -10%

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.