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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
JWA
476
JFS Wealth Advisors
Pennsylvania
$207K +$106 +5 +0%
TSWM
477
Triangle Securities Wealth Management
North Carolina
$206K
EOJOAM
478
E. Ohman J:or Asset Management
Sweden
$205K
BLAM
479
Bourne Lent Asset Management
New York
$203K
RG
480
Rathbones Group
United Kingdom
$203K
TBA
481
Train Babcock Advisors
New York
$203K
AIP
482
Ameritas Investment Partners
Nebraska
$202K
ICOM
483
Investment Counselors of Maryland
Maryland
$192K
PAM
484
PartnerRe Asset Management
Connecticut
$190K -$36.7K -1,722 -16%
TFA
485
Transamerica Financial Advisors
Florida
$188K -$3.51K -165 -2%
DSC
486
Duncker Streett & Co
Missouri
$174K -$56.4K -2,650 -24%
PSUF
487
People's United Financial
Connecticut
$151K -$17K -800 -10%
SF
488
Synovus Financial
Georgia
$143K -$13.1K -614 -8%
W
489
Wealthfront
California
$143K +$15.1K +710 +11%
FMLI
490
Fukoku Mutual Life Insurance
Japan
$142K
NFG
491
Next Financial Group
Texas
$140K
JIM
492
Jupiter Investment Management
United Kingdom
$128K +$134K +6,300 New
WAM
493
Wolverine Asset Management
Illinois
$126K
ARMT
494
Amica Retiree Medical Trust
Rhode Island
$125K
LWCFA
495
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$122K
NYLT
496
New York Life Trust
New York
$116K -$17.4K -819 -13%
FNBT
497
FineMark National Bank & Trust
Florida
$115K -$24.3K -1,141 -17%
FNYS
498
First New York Securities
New York
$113K +$118K +5,560 New
AIM
499
Advantage Investment Management
Iowa
$108K +$2.51K +118 +2%
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$104K -$67.9K -3,191 -38%

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.