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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
DWT
201
Dorsey & Whitney Trust
South Dakota
$3.05M +$9.61K +495 +0.3%
BTS
202
BB&T Securities
Virginia
$3.03M +$1.01M +52,064 +49%
GIBU
203
Gulf International Bank (UK)
United Kingdom
$2.99M
William Blair & Company
204
William Blair & Company
Illinois
$2.94M +$46.5K +2,392 +2%
AG
205
Aperio Group
California
$2.94M -$54.5K -2,804 -2%
USAA
206
United Services Automobile Association
Texas
$2.92M -$72.1K -3,712 -2%
JIM
207
Jupiter Investment Management
United Kingdom
$2.91M +$2.94M +151,632 New
BRM
208
Boston Research & Management
Massachusetts
$2.81M +$8.93K +460 +0.3%
Connor, Clark & Lunn Investment Management (CC&L)
209
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.81M -$58.3K -3,000 -2%
Nordea Investment Management
210
Nordea Investment Management
Sweden
$2.79M
BNP Paribas Asset Management
211
BNP Paribas Asset Management
France
$2.78M +$229K +11,803 +9%
OPERF
212
Oregon Public Employees Retirement Fund
Oregon
$2.77M -$65.8K -3,388 -2%
Victory Capital Management
213
Victory Capital Management
Texas
$2.74M +$524K +26,976 +23%
CIBC World Market
214
CIBC World Market
Ontario, Canada
$2.73M -$248K -12,783 -8%
I
215
IberiaBank
Louisiana
$2.72M +$35.8K +1,841 +1%
FPA
216
Fieldpoint Private Advisors
New York
$2.65M -$459K -23,615 -15%
CS
217
Comerica Securities
Michigan
$2.58M +$61.2K +3,151 +2%
GC
218
Grimes & Company
Massachusetts
$2.54M -$215K -11,092 -8%
PC
219
Palo Capital
California
$2.5M +$1.19M +61,124 +88%
CAM
220
Chesapeake Asset Management
New York
$2.48M +$884K +45,515 +54%
IPC
221
Independent Portfolio Consultants
Florida
$2.45M -$515K -26,519 -17%
EIM
222
ExxonMobil Investment Management
Texas
$2.44M +$95.7K +4,927 +4%
FAF
223
Fjarde Ap-fonden
Sweden
$2.31M +$79.5K +4,093 +4%
HIMCH
224
Hartford Investment Management Co (HIMCO)
Connecticut
$2.25M -$218K -11,203 -9%
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$2.22M

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.