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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
DnB Asset Management
401
DnB Asset Management
Norway
$451K
CPP
402
Crow Point Partners
Massachusetts
$448K +$73.6K +3,460 +19%
Mackenzie Financial
403
Mackenzie Financial
Ontario, Canada
$444K +$43.8K +2,057 +10%
SJIC
404
St. James Investment Company
Texas
$441K -$176K -8,260 -28%
PAM
405
Premier Asset Management
Illinois
$437K
CTC
406
Central Trust Company
Missouri
$433K -$46K -2,160 -9%
ST
407
Smithfield Trust
Pennsylvania
$433K -$12.8K -600 -3%
AC
408
Addison Capital
Pennsylvania
$433K +$32.7K +1,537 +8%
LWM
409
LBA Wealth Management
Florida
$429K +$40.4K +1,900 +10%
SB
410
Suntrust Banks
Georgia
$427K -$28.6K -1,343 -6%
PCM
411
Piermont Capital Management
Missouri
$405K
NBC
412
Neuberger Berman Canada
Ontario, Canada
$399K -$63K -2,959 -13%
AB
413
Amalgamated Bank
New York
$384K +$3.32K +156 +0.8%
MYLI
414
Meiji Yasuda Life Insurance
Japan
$377K -$89.4K -4,200 -18%
KeyBank National Association
415
KeyBank National Association
Ohio
$374K -$69.5K -3,266 -15%
MYAM
416
Meiji Yasuda Asset Management
Japan
$365K -$71.5K -3,360 -16%
CMBA
417
C.M. Bidwell & Associates
Hawaii
$364K -$7.88K -370 -2%
LIA
418
LS Investment Advisors
Michigan
$363K -$49.6K -2,332 -12%
HAIM
419
Hunter Associates Investment Management
Pennsylvania
$355K -$14.9K -700 -4%
BC
420
Banced Corp
Illinois
$354K -$29.8K -1,402 -7%
GCA
421
Gideon Capital Advisors
New York
$350K +$366K +17,199 New
PA
422
Profund Advisors
Maryland
$347K +$48.3K +2,268 +15%
RFC
423
Regions Financial Corp
Alabama
$345K -$98.1K -4,607 -21%
KRSITF
424
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$342K +$1.66K +78 +0.5%
Creative Planning
425
Creative Planning
Kansas
$323K -$15.5K -728 -4%

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.