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Western Union

579 hedge funds and large institutions have $11.1B invested in Western Union in 2015 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 160 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $40.4M | Put options by funds: $32.4M

15% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 54

1% more funds holding

Funds holding: 576579 (+3)

4% less capital invested

Capital invested by funds: $11.6B → $11.1B (-$521M)

1.17% less ownership

Funds ownership: 106.73%105.56% (-1.2%)

39% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 264

43% less funds holding in top 10

Funds holding in top 10: 2112 (-9)

Holders
579
Holders Change
+3
Holders Change %
+0.52%
% of All Funds
15.6%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.32%
New
62
Increased
160
Reduced
264
Closed
54
Calls
$40.4M
Puts
$32.4M
Net Calls
+$8.02M
Net Calls Change
+$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
326
Canada Pension Plan Investment Board
Ontario, Canada
$967K +$310K +14,557 +44%
SO
327
STRS Ohio
Ohio
$964K +$650K +30,531 +181%
LWM
328
Lyons Wealth Management
Florida
$948K +$991K +46,581 New
Wellington Management Group
329
Wellington Management Group
Massachusetts
$942K +$668K +31,384 +209%
UCFA
330
United Capital Financial Advisors
Texas
$934K -$91.2K -4,286 -9%
BHWM
331
Bar Harbor Wealth Management
New Hampshire
$924K +$57.2K +2,685 +6%
Bessemer Group
332
Bessemer Group
New Jersey
$910K +$27.1K +1,272 +3%
SAM
333
Shell Asset Management
Netherlands
$903K -$112K -5,244 -11%
Nisa Investment Advisors
334
Nisa Investment Advisors
Missouri
$900K -$76.6K -3,600 -8%
LRIC
335
Long Road Investment Counsel
Michigan
$898K +$3.49K +164 +0.4%
WCBA
336
Weaver C. Barksdale & Associates
Tennessee
$894K +$67.1K +3,153 +8%
RJT
337
Raymond James Trust
Florida
$886K +$42.6K +2,003 +5%
BCMO
338
Buckingham Capital Management (Ohio)
Ohio
$875K -$166K -7,801 -15%
BC
339
Bartlett & Co
Ohio
$863K -$157K -7,360 -15%
MAM
340
Martingale Asset Management
Massachusetts
$836K -$106K -5,000 -11%
FM
341
Foster & Motley
Ohio
$835K +$537K +25,221 +159%
Commonwealth Equity Services
342
Commonwealth Equity Services
Massachusetts
$834K -$188K -8,850 -18%
SMDAM
343
Sumitomo Mitsui DS Asset Management
Japan
$829K -$44.1K -2,071 -5%
NSEDCP
344
NJ State Employees Deferred Compensation Plan
New Jersey
$813K
FAAS
345
First Allied Advisory Services
California
$808K -$57K -2,676 -6%
V
346
Veritable
Delaware
$805K -$438K -20,600 -34%
LDB
347
Lee, Danner & Bass
Tennessee
$804K -$12.8K -600 -1%
CAM
348
Capstone Asset Management
Texas
$803K +$76K +3,570 +10%
CAM
349
Columbia Asset Management
Michigan
$800K -$25.5K -1,200 -3%
Victory Capital Management
350
Victory Capital Management
Texas
$774K +$809K +37,988 New

WU Hedge Fund Activity: Q2 2015 in Review

579 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2015, worth a combined $11.1B — down 4.5% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new WU positions and 54 closed out — a net gain of 8 holders — while 160 added to existing stakes and 264 trimmed.

The largest buyer was ING Group, adding an estimated $105M. The largest seller was AJO LP, exiting entirely with an estimated $120M sold.

  • 579 institutional investors held Western Union (WU) as of Q2 2015, up from 576 in Q1 2015.
  • Funds reported $11.1B of Western Union stock for Q2 2015, down 4.5% quarter-over-quarter.
  • 62 funds opened new Western Union positions in Q2 2015 and 54 closed out, a net change of +8 holders.
  • The largest Western Union buyer in Q2 2015 was ING Group, an estimated $105M added.
  • The largest Western Union seller in Q2 2015 was AJO LP, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2015.