Western Union
573 hedge funds and large institutions have $10B invested in Western Union in 2016 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 197 increasing their positions, 240 reducing their positions, and 60 closing their positions.
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
2% more capital invested
Capital invested by funds: $9.84B → $10B (+$196M)
3% less funds holding
Funds holding: 588 → 573 (-15)
5.05% less ownership
Funds ownership: 108.71% → 103.65% (-5.1%)
18% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 240
18% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 60
54% less call options, than puts
Call options by funds: $15.3M | Put options by funds: $33.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
Lyrical Asset Management
New York
|
+$20.1M |
| 2 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$16.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.2M |
| 4 |
Bank of New York Mellon
New York
|
+$13.1M |
| 5 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IG
ING Group
Amsterdam,
Netherlands
|
-$88.2M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$47.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$46.3M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$37.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$34.4M |
WU Hedge Fund Activity: Q1 2016 in Review
573 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2016, worth a combined $10B — up 2% from $9.84B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of WU and 49 opened new positions — a net loss of 11 holders — while 240 trimmed existing stakes and 197 added.
The largest buyer was Lyrical Asset Management, adding an estimated $20.1M. The largest seller was ING Group, cutting an estimated $88.2M.
- 573 institutional investors held Western Union (WU) as of Q1 2016, down from 588 in Q4 2015.
- Funds reported $10B of Western Union stock for Q1 2016, up 2% quarter-over-quarter.
- 49 funds opened new Western Union positions in Q1 2016 and 60 closed out, a net change of -11 holders.
- The largest Western Union buyer in Q1 2016 was Lyrical Asset Management, an estimated $20.1M added.
- The largest Western Union seller in Q1 2016 was ING Group, an estimated $88.2M sold.
Based on aggregated 13F filings for Q1 2016.