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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
CFSG
501
Community Financial Services Group
Vermont
$101K -$2.34K -110 -2%
KTC
502
Kistler-Tiffany Companies
Pennsylvania
$97K
WT
503
Whittier Trust
California
$95K -$12.9K -607 -11%
MA
504
MUFG Americas
New York
$92K -$5.64K -265 -6%
Fifth Third Bancorp
505
Fifth Third Bancorp
Ohio
$92K +$4.81K +226 +5%
MAM
506
Mizuho Asset Management
Japan
$87K +$28.1K +1,321 +45%
ClearBridge Investments
507
ClearBridge Investments
New York
$81K
TRCT
508
Tower Research Capital (TRC)
New York
$81K +$40.3K +1,892 +90%
TF
509
Tompkins Financial
New York
$79K
IRS
510
Invictus RG (Singapore)
Singapore
$74K +$19.6K +922 +34%
PAIA
511
Park Avenue Institutional Advisers
New York
$72K +$74.9K +3,517 New
WCM
512
Wealthcare Capital Management
Virginia
$69K -$10.4K -490 -13%
VFA
513
Virtus Fund Advisers
Connecticut
$68K
SFWA
514
Summit Financial Wealth Advisors
Louisiana
$59K
FHA
515
First Horizon Advisors
Tennessee
$57K -$12.7K -597 -17%
AC
516
Alexandria Capital
Virginia
$57K
WTC
517
WhitTier Trust Company
Nevada
$57K
AAM
518
Advisors Asset Management
Colorado
$55K +$2.13K +100 +4%
CFA
519
Carroll Financial Associates
North Carolina
$47K +$42.6K +2,000 +667%
AGM
520
Alpine Global Management
New York
$47K +$49.7K +2,336 New
GLI
521
Guardian Life Insurance
New York
$46K
BCM
522
Brookstone Capital Management
Illinois
$44K +$46.1K +2,164 New
MUS
523
Mitsubishi UFJ Securities
Japan
$43K +$14.7K +690 +49%
QCG
524
Quadrant Capital Group
Ohio
$41K +$43.3K +2,032 New
MFS
525
MSI Financial Services
Massachusetts
$38K +$1.92K +90 +5%

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.