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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
EGM
201
Engineers Gate Manager
New York
$3.33M +$3.51M +185,770 New
TPSF
202
Texas Permanent School Fund
Texas
$3.2M -$66.9K -3,543 -2%
HHAA
203
Henry H. Armstrong Associates
Pennsylvania
$3.17M +$1.51K +80 +0%
OA
204
Oak Associates
Ohio
$3.16M +$206K +10,922 +7%
IIC
205
Ironwood Investment Counsel
Arizona
$3.13M -$49.4K -2,615 -1%
BF
206
BOK Financial
Oklahoma
$3.11M +$3.06M +161,924 +1,407%
SOMRS
207
State of Michigan Retirement System
Michigan
$3.1M -$227K -12,000 -6%
IPC
208
Independent Portfolio Consultants
Florida
$2.96M -$1.04M -54,925 -25%
Caisse de Depot et Placement du Quebec (CDPQ)
209
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.95M +$205K +10,870 +7%
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
$2.92M +$3M +158,941 +4,052%
FPA
211
Fieldpoint Private Advisors
New York
$2.89M -$743K -39,360 -20%
FNT
212
First Nebraska Trust
Nebraska
$2.87M -$63K -3,335 -2%
TCMG
213
TSP Capital Management Group
New Jersey
$2.84M +$141K +7,490 +5%
Natixis Advisors
214
Natixis Advisors
Massachusetts
$2.83M -$82.7K -4,379 -3%
CIBC World Market
215
CIBC World Market
Ontario, Canada
$2.82M +$1.56M +82,785 +111%
DWM
216
Dorchester Wealth Management
Quebec, Canada
$2.81M +$16.6K +880 +0.6%
GIBU
217
Gulf International Bank (UK)
United Kingdom
$2.79M +$18.9K +1,000 +0.6%
DWT
218
Dorsey & Whitney Trust
South Dakota
$2.79M +$100K +5,300 +4%
CEI
219
Clark Estates Inc
New York
$2.78M
PMAM
220
Picton Mahoney Asset Management
Ontario, Canada
$2.76M +$2.91M +154,050 New
William Blair & Company
221
William Blair & Company
Illinois
$2.73M +$9.44K +500 +0.3%
SCM
222
Stanley Capital Management
Texas
$2.71M
USAA
223
United Services Automobile Association
Texas
$2.71M -$21.8K -1,155 -0.8%
CCS
224
Crosspoint Capital Strategies
California
$2.67M +$2.82M +149,279 New
AAF
225
Andra AP-fonden
Sweden
$2.67M -$138K -7,300 -5%

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.