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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
WA
551
WFG Advisors
Texas
$7K -$8.3K -390 -54%
BFEC
552
Benjamin F. Edwards & Company
Missouri
$7K -$2.13K -100 -22%
CHP
553
Cable Hill Partners
Oregon
$6K
JFGIW
554
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
SNT
555
Security National Trust
West Virginia
$6K
CHC
556
City Holding Co
West Virginia
$6K +$7.13K +335 New
MPWT
557
MassMutual Private Wealth & Trust
Connecticut
$5.2K +$6.39K +300 New
GWA
558
Genesis Wealth Advisors
Massachusetts
$5.08K
MCM
559
MV Capital Management
Maryland
$5K -$1.62K -76 -24%
LNB
560
Ledyard National Bank
$5K
GXMC
561
Global X Management Company
New York
$5K +$5.49K +258 New
AWS
562
Aris Wealth Services
Pennsylvania
$4K
CAW
563
Cornerstone Advisors (Washington)
Washington
$4K +$468 +22 +11%
Loomis, Sayles & Company
564
Loomis, Sayles & Company
Massachusetts
$4K +$4.32K +203 New
TCOV
565
Trust Company of Vermont
Vermont
$4K +$4.68K +220 New
IWMPD
566
Integrated Wealth Management (Palm Desert)
California
$3K -$2.17K -102 -40%
WEC
567
Winslow Evans & Crocker
Massachusetts
$2.97K
GWM
568
Gupta Wealth Management
California
$2K
ARMC
569
American Research & Management Company
Massachusetts
$2K +$1.6K +75 New
CFS
570
Commonwealth Financial Services
West Virginia
$1K
TFO
571
Tarbox Family Office
California
$1K
TWA
572
TCI Wealth Advisors
Arizona
$1K
N
573
Nuveen
North Carolina
$733
Fiera Capital (Canada)
574
Fiera Capital (Canada)
Quebec, Canada
$310
AT
575
Arden Trust
Delaware
$253 -$25.3K -1,188 -9%

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.