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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
CIP
176
Convergence Investment Partners
Florida
$4.62M +$1.52M +80,764 +46%
Marshall Wace
177
Marshall Wace
United Kingdom
$4.6M -$23.5M -1,246,150 -83%
LSC
178
Lesa Sroufe & Co
Washington
$4.39M -$1.6M -84,658 -26%
Ameriprise
179
Ameriprise
Minnesota
$4.35M -$242K -12,797 -5%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$4.23M +$471K +24,928 +12%
Connor, Clark & Lunn Investment Management (CC&L)
181
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.2M +$4.2M +222,500 +1,854%
BCIM
182
British Columbia Investment Management
British Columbia, Canada
$4.16M +$1.14M +60,511 +35%
TD Asset Management
183
TD Asset Management
Ontario, Canada
$4.12M +$35.9K +1,900 +0.8%
LG
184
Leuthold Group
Minnesota
$3.99M +$2.1M +111,477 +100%
ProShare Advisors
185
ProShare Advisors
Maryland
$3.9M +$62.8K +3,325 +2%
HIM
186
Hanlon Investment Management
New Jersey
$3.89M +$4.1M +217,278 New
HHC
187
Hutchin Hill Capital
New York
$3.86M -$3.54M -187,650 -47%
Point72 Asset Management
188
Point72 Asset Management
Connecticut
$3.85M +$4.06M +215,000 New
PL
189
Parthenon LLC
Kentucky
$3.84M -$52.9K -2,800 -1%
AAM
190
Auxier Asset Management
Oregon
$3.83M -$759K -40,193 -16%
NEI
191
Northwest & Ethical Investments
Ontario, Canada
$3.67M -$151K -8,005 -4%
PL
192
Perpetual Ltd
Australia
$3.5M
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$3.43M +$588K +31,119 +19%
FMT
194
First Mercantile Trust
Tennessee
$3.42M -$525K -27,802 -13%
CCM
195
Cadence Capital Management
Massachusetts
$3.42M +$2.17M +114,853 +151%
ASRS
196
Arizona State Retirement System
Arizona
$3.42M -$206K -10,900 -5%
PIA
197
Piedmont Investment Advisors
North Carolina
$3.4M
Royal London Asset Management
198
Royal London Asset Management
United Kingdom
$3.39M -$28.2K -1,494 -0.8%
Robeco Institutional Asset Management
199
Robeco Institutional Asset Management
Netherlands
$3.38M +$585K +30,978 +20%
RIA
200
Regal Investment Advisors
Michigan
$3.35M +$253K +13,385 +8%

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.