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Western Union

560 hedge funds and large institutions have $9.88B invested in Western Union in 2015 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 208 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 105.53%105.33% (-0.2%)

0% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 209

3% less funds holding

Funds holding: 578560 (-18)

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

28% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 53

Holders
560
Holders Change
-18
Holders Change %
-3.11%
% of All Funds
15.63%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.31%
New
38
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
FMT
176
First Mercantile Trust
Tennessee
$4.02M -$140K -7,360 -3%
PL
177
Parthenon LLC
Kentucky
$3.99M -$2.38K -125 -0.1%
ProShare Advisors
178
ProShare Advisors
Maryland
$3.94M +$87.9K +4,621 +2%
NEI
179
Northwest & Ethical Investments
Ontario, Canada
$3.91M +$182K +9,557 +5%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$3.88M -$2.69M -141,465 -40%
DWM
181
Dorchester Wealth Management
Quebec, Canada
$3.82M +$28.5K +1,500 +1%
ASRS
182
Arizona State Retirement System
Arizona
$3.71M +$3.84M +201,936 New
FPA
183
Fieldpoint Private Advisors
New York
$3.69M -$5.71K -300 -0.1%
State of New Jersey Common Pension Fund D
184
State of New Jersey Common Pension Fund D
New Jersey
$3.67M
PL
185
Perpetual Ltd
Australia
$3.59M +$494K +25,940 +15%
PIA
186
Piedmont Investment Advisors
North Carolina
$3.49M
Royal London Asset Management
187
Royal London Asset Management
United Kingdom
$3.44M +$3.57M +187,485 New
SOMRS
188
State of Michigan Retirement System
Michigan
$3.39M -$293K -15,400 -8%
TPSF
189
Texas Permanent School Fund
Texas
$3.35M -$107K -5,603 -3%
OTPPB
190
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.34M -$2.77M -145,598 -44%
IIC
191
Ironwood Investment Counsel
Arizona
$3.26M -$22.5K -1,180 -0.7%
ERSOT
192
Employees Retirement System of Texas
Texas
$3.26M
CIP
193
Convergence Investment Partners
Florida
$3.25M -$1.41M -73,935 -29%
HHAA
194
Henry H. Armstrong Associates
Pennsylvania
$3.25M -$110K -5,799 -3%
RIA
195
Regal Investment Advisors
Michigan
$3.19M +$187K +9,836 +6%
VIA
196
Vident Investment Advisory
Georgia
$3.19M +$2.23M +117,438 +209%
BCIM
197
British Columbia Investment Management
British Columbia, Canada
$3.16M -$282K -14,844 -8%
OA
198
Oak Associates
Ohio
$3.04M +$9.17K +482 +0.3%
Comerica Bank
199
Comerica Bank
Texas
$3.03M -$2.9M -152,637 -48%
Citigroup
200
Citigroup
New York
$3.02M -$1.44M -75,720 -32%

WU Hedge Fund Activity: Q3 2015 in Review

560 of the 3,582 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 38 opened new positions — a net loss of 15 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.

  • 560 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.
  • 38 funds opened new Western Union positions in Q3 2015 and 53 closed out, a net change of -15 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.