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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.27B -$4.26M -219,578 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$924M +$13.5M +697,580 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$847M -$432K -22,271 -0.1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$669M +$221M +11,382,746 +48%
ACM
5
Abrams Capital Management
Massachusetts
$414M
State Street
6
State Street
Massachusetts
$373M -$12.1M -621,855 -3%
BIT
7
BlackRock Institutional Trust
California
$261M +$9.85M +507,162 +4%
Skandinaviska Enskilda Banken (SEB)
8
Skandinaviska Enskilda Banken (SEB)
Sweden
$184M -$5.5M -282,973 -3%
BFA
9
BlackRock Fund Advisors
California
$172M +$3.22M +165,672 +2%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$162M -$2.85M -146,782 -2%
LAM
11
Lyrical Asset Management
New York
$160M +$5.03M +258,882 +3%
Wells Fargo
12
Wells Fargo
California
$145M +$3.95M +203,633 +3%
SAM
13
Southernsun Asset Management
Tennessee
$138M -$2.56M -131,755 -2%
LSV Asset Management
14
LSV Asset Management
Illinois
$137M -$819K -42,200 -0.6%
AI
15
Ariel Investments
Illinois
$134M -$15.2M -781,174 -10%
Northern Trust
16
Northern Trust
Illinois
$133M -$21.1M -1,086,910 -14%
CCP
17
Clarkston Capital Partners
Michigan
$118M +$8.03M +413,257 +7%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$116M +$29.6M +1,523,709 +34%
Norges Bank
19
Norges Bank
Norway
$102M
MPI
20
Mairs & Power Inc
Minnesota
$96.9M +$1.89M +97,450 +2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$85.4M +$344K +17,719 +0.4%
BG
22
BlackRock Group
United Kingdom
$81.6M +$4.09M +210,415 +5%
Goldman Sachs
23
Goldman Sachs
New York
$80.7M -$6.29M -323,771 -7%
Invesco
24
Invesco
Georgia
$73.1M +$14.2M +731,844 +24%
Deutsche Bank
25
Deutsche Bank
Germany
$72.2M -$228K -11,737 -0.3%

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.