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Western Union

552 hedge funds and large institutions have $10.7B invested in Western Union in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 185 increasing their positions, 234 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

8% more capital invested

Capital invested by funds: $9.94B → $10.7B (+$754M)

0.24% more ownership

Funds ownership: 105.62%105.86% (+0.24%)

1% less funds holding

Funds holding: 557552 (-5)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

21% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 234

31% less call options, than puts

Call options by funds: $16M | Put options by funds: $23.1M

Holders
552
Holders Change
-5
Holders Change %
-0.9%
% of All Funds
14.73%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.35%
New
45
Increased
185
Reduced
234
Closed
46
Calls
$16M
Puts
$23.1M
Net Calls
-$7.1M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.38B -$207K -10,084 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.02B +$13.4M +653,943 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$884M -$35.1M -1,707,354 -4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$782M +$54.8M +2,667,461 +8%
ACM
5
Abrams Capital Management
Massachusetts
$450M
State Street
6
State Street
Massachusetts
$414M +$8.03M +390,590 +2%
BIT
7
BlackRock Institutional Trust
California
$284M +$412K +20,067 +0.1%
Skandinaviska Enskilda Banken (SEB)
8
Skandinaviska Enskilda Banken (SEB)
Sweden
$198M -$947K -46,082 -0.5%
BFA
9
BlackRock Fund Advisors
California
$191M +$4.68M +227,672 +3%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$185M -$1.44M -70,084 -0.8%
LAM
11
Lyrical Asset Management
New York
$169M -$4.78M -232,641 -3%
Wells Fargo
12
Wells Fargo
California
$156M -$1.41M -68,728 -0.9%
LSV Asset Management
13
LSV Asset Management
Illinois
$147M -$1.33M -64,600 -0.9%
SAM
14
Southernsun Asset Management
Tennessee
$147M -$2.2M -106,989 -1%
Northern Trust
15
Northern Trust
Illinois
$141M -$3.88M -188,764 -3%
CCP
16
Clarkston Capital Partners
Michigan
$132M +$4.06M +197,775 +3%
AI
17
Ariel Investments
Illinois
$129M -$16.1M -782,884 -11%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$121M -$5.57M -270,982 -4%
Norges Bank
19
Norges Bank
Norway
$105M -$472K -22,967 -0.4%
MPI
20
Mairs & Power Inc
Minnesota
$105M -$633K -30,810 -0.6%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$97.1M +$4.33M +210,877 +5%
Invesco
22
Invesco
Georgia
$96.2M +$16.7M +811,749 +21%
BG
23
BlackRock Group
United Kingdom
$92.7M +$4.06M +197,517 +5%
Goldman Sachs
24
Goldman Sachs
New York
$86.6M -$915K -44,543 -1%
APG Asset Management
25
APG Asset Management
Netherlands
$81M +$13M +633,856 +19%

WU Hedge Fund Activity: Q3 2016 in Review

552 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2016, worth a combined $10.7B — up 7.6% from $9.94B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of WU and 45 opened new positions — a net loss of 1 holder — while 234 trimmed existing stakes and 185 added.

The largest buyer was Bank of New York Mellon, adding an estimated $54.8M. The largest seller was Fidelity Investments, cutting an estimated $35.1M.

  • 552 institutional investors held Western Union (WU) as of Q3 2016, down from 557 in Q2 2016.
  • Funds reported $10.7B of Western Union stock for Q3 2016, up 7.6% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q3 2016 and 46 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q3 2016 was Bank of New York Mellon, an estimated $54.8M added.
  • The largest Western Union seller in Q3 2016 was Fidelity Investments, an estimated $35.1M sold.

Based on aggregated 13F filings for Q3 2016.