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Western Union

578 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, 263 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: 575578 (+3)

4% less capital invested

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

1.17% less ownership

Funds ownership: 106.7%105.53% (-1.2%)

39% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 263

43% less funds holding in top 10

Funds holding in top 10: 2112 (-9)

Holders
578
Holders Change
+3
Holders Change %
+0.52%
% of All Funds
15.58%
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
263
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
Invesco
26
Invesco
Georgia
$94.9M -$7.37M -346,061 -7%
Axa
27
Axa
France
$89.6M -$2.37M -111,400 -2%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$85.7M -$2.16M -101,402 -2%
BG
29
BlackRock Group
United Kingdom
$81.6M -$5.1M -239,467 -6%
GAM
30
Gotham Asset Management
New York
$71.1M +$6.84M +321,230 +10%
JP Morgan Chase
31
JP Morgan Chase
New York
$66.1M +$30.7M +1,444,455 +80%
CS
32
Credit Suisse
Switzerland
$62.8M +$27.9M +1,310,946 +74%
SCM
33
Sterling Capital Management
North Carolina
$61.7M -$2.32M -109,139 -3%
SCP
34
Seizert Capital Partners
Michigan
$59.7M -$27.4M -1,287,229 -30%
CB
35
Cooke & Bieler
Pennsylvania
$59M -$17.2M -809,843 -22%
ACA
36
Anchor Capital Advisors
Massachusetts
$58.2M -$1.64M -77,150 -3%
UBS AM
37
UBS AM
Illinois
$56.5M -$2.74M -128,792 -4%
CCP
38
Clarkston Capital Partners
Michigan
$56.3M +$2.59M +121,608 +5%
Legal & General Group
39
Legal & General Group
United Kingdom
$49.7M +$249K +11,676 +0.5%
Allianz Asset Management
40
Allianz Asset Management
Germany
$47.5M +$17.4M +819,577 +54%
GC
41
Guggenheim Capital
Illinois
$46.2M +$919K +43,154 +2%
RJA
42
Raymond James & Associates
Florida
$45.5M +$6.27M +294,426 +15%
WCM
43
Wedge Capital Management
North Carolina
$40.8M -$14.5M -681,175 -25%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$40.2M +$1.32M +61,929 +3%
Citadel Advisors
45
Citadel Advisors
Florida
$38M +$39.8M +1,869,272 New
First Manhattan
46
First Manhattan
New York
$37.9M -$179K -8,390 -0.4%
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$37.7M -$1.9M -89,273 -5%
TCIM
48
TIAA CREF Investment Management
New York
$35.9M -$3.18M -149,406 -8%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$35.6M -$8.24M -386,970 -18%
APG Asset Management
50
APG Asset Management
Netherlands
$34.2M +$16.5M +775,397 +86%

WU Hedge Fund Activity: Q2 2015 in Review

578 of the 3,711 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 263 trimmed.

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

  • 578 institutional investors held Western Union (WU) as of Q2 2015, up from 575 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.