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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
AP
526
Advisors Preferred
Maryland
$32K +$33.6K +1,577 New
SAMC
527
Shinko Asset Management Company
Japan
$30K -$7.15K -336 -18%
HR
528
Howe & Rusling
New York
$30K
GI
529
Gradient Investments
Minnesota
$30K +$17.8K +837 +132%
PFSC
530
Peoples Financial Services Corp
Pennsylvania
$28K -$74.5K -3,500 -71%
AIM
531
Arcadia Investment Management
Michigan
$24K +$25.4K +1,191 New
FANJ
532
Financial Architects (New Jersey)
New Jersey
$22K +$43 +2 +0.2%
DAM
533
Delta Asset Management
Tennessee
$20K
CG
534
Colony Group
Massachusetts
$20K +$21.3K +1,000 New
WTB
535
Washington Trust Bank
Washington
$19K
ASN
536
Advisory Services Network
Georgia
$18K
SSG
537
Summit Securities Group
New York
$18K +$19.2K +900 New
HMS
538
Hanseatic Management Services
New Mexico
$18K +$19.3K +908 New
BG
539
Bollard Group
Massachusetts
$16K +$85 +4 +0.5%
PMFA
540
Plante Moran Financial Advisors
Michigan
$15K +$85 +4 +0.6%
WC
541
Whitnell & Co
Illinois
$14K
WIC
542
Woodmont Investment Counsel
Tennessee
$14K +$14.9K +700 New
CGT
543
Capital Guardian Trust
California
$12K -$873 -41 -6%
AF
544
Allworth Financial
California
$11K
EFSCE
545
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
NCM
546
Nelson Capital Management
California
$11K
Manulife (Manufacturers Life Insurance)
547
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.7K -$243K -11,411 -2%
MMG
548
Monetary Management Group
Missouri
$10K
GAM
549
Gemmer Asset Management
California
$9K
WP
550
WealthPLAN Partners
Nebraska
$8K

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.