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Western Union

557 hedge funds and large institutions have $9.94B invested in Western Union in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 191 increasing their positions, 215 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.8% more ownership

Funds ownership: 103.82%105.62% (+1.8%)

0% more capital invested

Capital invested by funds: $9.92B → $9.94B (+$28.2M)

3% less funds holding

Funds holding: 572557 (-15)

11% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 215

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

45% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $25.2M

Holders
557
Holders Change
-15
Holders Change %
-2.62%
% of All Funds
14.86%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.24%
New
45
Increased
191
Reduced
215
Closed
52
Calls
$13.8M
Puts
$25.2M
Net Calls
-$11.4M
Net Calls Change
+$6.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
176
Convergence Investment Partners
Florida
$3.86M -$639K -32,900 -14%
PL
177
Perpetual Ltd
Australia
$3.75M
CCM
178
Cadence Capital Management
Massachusetts
$3.71M +$7.83K +403 +0.2%
PL
179
Parthenon LLC
Kentucky
$3.65M -$348K -17,900 -9%
NEI
180
Northwest & Ethical Investments
Ontario, Canada
$3.54M -$139K -7,150 -4%
Citigroup
181
Citigroup
New York
$3.46M +$151K +7,760 +4%
FMT
182
First Mercantile Trust
Tennessee
$3.44M -$25.3K -1,304 -0.7%
OA
183
Oak Associates
Ohio
$3.42M +$39 +2 +0%
BF
184
BOK Financial
Oklahoma
$3.37M +$134K +6,914 +4%
Royal London Asset Management
185
Royal London Asset Management
United Kingdom
$3.37M -$44.7M -2,302,338 -93%
HHAA
186
Henry H. Armstrong Associates
Pennsylvania
$3.35M -$17.6K -906 -0.5%
ProShare Advisors
187
ProShare Advisors
Maryland
$3.35M -$188K -9,665 -5%
Natixis Advisors
188
Natixis Advisors
Massachusetts
$3.34M +$104K +5,354 +3%
ASRS
189
Arizona State Retirement System
Arizona
$3.31M -$340K -17,500 -9%
SOMRS
190
State of Michigan Retirement System
Michigan
$3.27M -$42.7K -2,200 -1%
CC
191
Cipher Capital
New York
$3.27M +$2.08M +107,000 +168%
JHIU
192
Janus Henderson Investors US
Colorado
$3.22M -$5.34M -274,994 -62%
IIC
193
Ironwood Investment Counsel
Arizona
$3.21M -$657K -33,813 -17%
LPL Financial
194
LPL Financial
California
$3.18M +$2.03M +104,676 +171%
AP
195
AHL Partners
United Kingdom
$3.17M +$2.02M +103,880 +169%
DWM
196
Dorchester Wealth Management
Quebec, Canada
$3.16M +$60.5K +3,115 +2%
OA
197
Oxbow Advisors
Texas
$3.13M -$11.5K -590 -0.4%
FNT
198
First Nebraska Trust
Nebraska
$3.06M +$27.7K +1,425 +0.9%
CEI
199
Clark Estates Inc
New York
$3.06M
TPSF
200
Texas Permanent School Fund
Texas
$3.06M -$271K -13,937 -8%

WU Hedge Fund Activity: Q2 2016 in Review

557 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2016, worth a combined $9.94B — up 0.28% from $9.92B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of WU and 45 opened new positions — a net loss of 7 holders — while 215 trimmed existing stakes and 191 added.

The largest buyer was Bank of New York Mellon, adding an estimated $221M. The largest seller was Herndon Capital Management, cutting an estimated $77.8M.

  • 557 institutional investors held Western Union (WU) as of Q2 2016, down from 572 in Q1 2016.
  • Funds reported $9.94B of Western Union stock for Q2 2016, up 0.28% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q2 2016 and 52 closed out, a net change of -7 holders.
  • The largest Western Union buyer in Q2 2016 was Bank of New York Mellon, an estimated $221M added.
  • The largest Western Union seller in Q2 2016 was Herndon Capital Management, an estimated $77.8M sold.

Based on aggregated 13F filings for Q2 2016.