Western Union
576 hedge funds and large institutions have $11.1B invested in Western Union in 2016 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 178 increasing their positions, 239 reducing their positions, and 41 closing their positions.
76% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 41
4% more funds holding
Funds holding: 552 → 576 (+24)
4% more capital invested
Capital invested by funds: $10.7B → $11.1B (+$446M)
0.08% less ownership
Funds ownership: 105.86% → 105.78% (-0.08%)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
26% less repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 239
47% less call options, than puts
Call options by funds: $21.2M | Put options by funds: $40.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$49.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.1M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$22.7M |
| 4 |
Morgan Stanley
New York
|
+$20.7M |
| 5 |
Asset Management One
Tokyo,
Japan
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$38.5M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$30.7M |
| 3 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$26.7M |
| 4 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$23.5M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$21.5M |
WU Hedge Fund Activity: Q4 2016 in Review
576 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2016, worth a combined $11.1B — up 4.2% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new WU positions and 41 closed out — a net gain of 31 holders — while 178 added to existing stakes and 239 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $49.6M. The largest seller was Fidelity Investments, cutting an estimated $38.5M.
- 576 institutional investors held Western Union (WU) as of Q4 2016, up from 552 in Q3 2016.
- Funds reported $11.1B of Western Union stock for Q4 2016, up 4.2% quarter-over-quarter.
- 72 funds opened new Western Union positions in Q4 2016 and 41 closed out, a net change of +31 holders.
- The largest Western Union buyer in Q4 2016 was Bank of New York Mellon, an estimated $49.6M added.
- The largest Western Union seller in Q4 2016 was Fidelity Investments, an estimated $38.5M sold.
Based on aggregated 13F filings for Q4 2016.