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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.19B
Vanguard Group
2
Vanguard Group
Pennsylvania
$834M +$18.1M +956,335 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$800M -$24.8M -1,314,469 -3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$408M +$106M +5,604,517 +33%
ACM
5
Abrams Capital Management
Massachusetts
$387M
State Street
6
State Street
Massachusetts
$375M +$9.05M +479,388 +2%
BIT
7
BlackRock Institutional Trust
California
$233M -$2.13M -113,006 -0.9%
Skandinaviska Enskilda Banken (SEB)
8
Skandinaviska Enskilda Banken (SEB)
Sweden
$191M +$201M +10,647,432 New
BFA
9
BlackRock Fund Advisors
California
$163M +$13.3M +702,851 +8%
AI
10
Ariel Investments
Illinois
$162M -$28.1M -1,487,840 -14%
SAM
11
Southernsun Asset Management
Tennessee
$159M -$9M -476,610 -5%
Ninety One (UK)
12
Ninety One (UK)
United Kingdom
$154M -$780K -41,317 -0.5%
Northern Trust
13
Northern Trust
Illinois
$144M -$5.14M -272,135 -3%
Wells Fargo
14
Wells Fargo
California
$142M -$17.5M -925,556 -10%
LSV Asset Management
15
LSV Asset Management
Illinois
$126M -$288K -15,243 -0.2%
LAM
16
Lyrical Asset Management
New York
$125M +$2.75M +145,583 +2%
HCM
17
Herndon Capital Management
Georgia
$114M -$11.3M -598,465 -9%
Norges Bank
18
Norges Bank
Norway
$95.4M
CCP
19
Clarkston Capital Partners
Michigan
$92.2M +$32.1M +1,701,115 +49%
WG
20
Winton Group
United Kingdom
$89.8M -$11.3M -598,851 -11%
Invesco
21
Invesco
Georgia
$89.3M +$6.58M +348,741 +8%
IG
22
ING Group
Netherlands
$88.5M +$867K +45,916 +0.9%
MPI
23
Mairs & Power Inc
Minnesota
$87.1M +$288K +15,265 +0.3%
RRAM
24
River Road Asset Management
Kentucky
$86.4M -$14.7M -776,459 -14%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$85.1M -$150M -7,952,350 -63%

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.