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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
CFB
426
Cullen/Frost Bankers
Texas
$319K -$44.2K -2,077 -12%
IAS
427
IMA Advisory Services
Colorado
$315K -$12.1K -570 -4%
MERSOM
428
Municipal Employees' Retirement System of Michigan
Michigan
$315K
MC
429
Moors & Cabot
Massachusetts
$311K -$18K -847 -5%
VFA
430
Voya Financial Advisors
Connecticut
$311K +$70.7K +3,322 +28%
GF
431
Gerstein Fisher
New York
$306K +$75K +3,525 +31%
JMPWA
432
JP Morgan Private Wealth Advisors
California
$304K -$1.08M -50,519 -77%
JFA
433
JNBA Financial Advisors
Minnesota
$298K -$92.6K -4,350 -23%
CI
434
Conning Inc
Connecticut
$293K -$5.75K -270 -2%
RCAG
435
Rehmann Capital Advisory Group
Michigan
$292K -$10.3K -483 -3%
ACM
436
Alethea Capital Management
Washington
$292K +$306K +14,365 New
Toronto Dominion Bank
437
Toronto Dominion Bank
Ontario, Canada
$290K -$2.06K -97 -0.7%
CT
438
Coastline Trust
Rhode Island
$290K
ALA
439
Atherton Lane Advisers
California
$289K +$12.8K +602 +4%
SIA
440
SeaBridge Investment Advisors
New Jersey
$287K +$67.5K +3,170 +29%
TJHA
441
Thomas J. Herzfeld Advisors
Florida
$285K -$63.9K -3,000 -18%
ACM
442
Ashford Capital Management
Delaware
$285K
PNC
443
Park National Corp
Ohio
$284K -$28.1K -1,320 -9%
LTFS
444
Ladenburg Thalmann Financial Services
Florida
$276K -$52.4K -2,461 -15%
VFS
445
VSR Financial Services
Kansas
$276K +$289K +13,576 New
Thrivent Financial for Lutherans
446
Thrivent Financial for Lutherans
Minnesota
$272K +$12.8K +600 +5%
SAS
447
Spectrum Advisory Services
Georgia
$265K -$137K -6,450 -33%
DILH
448
Dai-ichi Life Holdings
Japan
$263K
CC
449
ClearArc Capital
Ohio
$260K +$31.4K +1,477 +13%
Cambridge Investment Research Advisors
450
Cambridge Investment Research Advisors
Iowa
$259K -$53.4K -2,509 -16%

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.