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Western Union

559 hedge funds and large institutions have $9.88B invested in Western Union in 2015 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 208 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% less ownership

Funds ownership: 105.53%105.3% (-0.23%)

0% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 209

3% less funds holding

Funds holding: 578559 (-19)

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

30% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 53

Holders
559
Holders Change
-19
Holders Change %
-3.29%
% of All Funds
15.61%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.31%
New
37
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
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.22B
Fidelity Investments
2
Fidelity Investments
Massachusetts
$844M -$8.36M -439,188 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$838M +$7.38M +387,931 +0.9%
ACM
4
Abrams Capital Management
Massachusetts
$397M
State Street
5
State Street
Massachusetts
$376M -$8.02M -421,180 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$316M +$95.1M +4,994,874 +41%
BIT
7
BlackRock Institutional Trust
California
$241M -$3.67M -193,071 -1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$233M -$305M -16,013,136 -56%
AI
9
Ariel Investments
Illinois
$193M +$4.15M +218,000 +2%
SAM
10
Southernsun Asset Management
Tennessee
$171M +$14.2M +748,370 +9%
Wells Fargo
11
Wells Fargo
California
$163M -$897K -47,116 -0.5%
Ninety One (UK)
12
Ninety One (UK)
United Kingdom
$159M +$11.5M +605,213 +8%
BFA
13
BlackRock Fund Advisors
California
$154M +$11.8M +622,284 +8%
Northern Trust
14
Northern Trust
Illinois
$153M -$6.42M -337,131 -4%
LAM
15
Lyrical Asset Management
New York
$131M +$14.8M +776,968 +13%
LSV Asset Management
16
LSV Asset Management
Illinois
$129M +$19M +995,800 +16%
HCM
17
Herndon Capital Management
Georgia
$127M -$13.6M -712,859 -9%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$104M -$5.13M -269,652 -5%
WG
19
Winton Group
United Kingdom
$103M +$11M +576,414 +11%
RRAM
20
River Road Asset Management
Kentucky
$103M +$3.46M +181,551 +3%
Norges Bank
21
Norges Bank
Norway
$97.8M +$4.43M +232,903 +5%
IG
22
ING Group
Netherlands
$89.8M -$1.83M -95,978 -2%
MPI
23
Mairs & Power Inc
Minnesota
$89M +$61.9K +3,252 +0.1%
Invesco
24
Invesco
Georgia
$85.2M -$526K -27,628 -0.6%
Axa
25
Axa
France
$80M -$929K -48,800 -1%

WU Hedge Fund Activity: Q3 2015 in Review

559 of the 3,581 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 37 opened new positions — a net loss of 16 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.

  • 559 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.
  • 37 funds opened new Western Union positions in Q3 2015 and 53 closed out, a net change of -16 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.