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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
AL
576
AJO LP
Pennsylvania
-$120M -5,743,980 Closed
CCP
577
Clough Capital Partners
Massachusetts
-$40.2M -1,933,312 Closed
Neuberger Berman Group
578
Neuberger Berman Group
New York
-$26.6M -1,275,861 Closed
Hotchkis & Wiley Capital Management
579
Hotchkis & Wiley Capital Management
California
-$25.7M -1,233,355 Closed
JCMLC
580
JAT Capital Management LP (Connecticut)
Connecticut
-$20.3M -975,000 Closed
CAM
581
Contour Asset Management
New York
-$17.2M -825,784 Closed
D.E. Shaw & Co
582
D.E. Shaw & Co
New York
-$13.6M -652,627 Closed
TNB
583
Thomasville National Bank
Georgia
-$8.32M -399,947 Closed
BOIA
584
Bush ODonnell Investment Advisors
Missouri
-$7.9M -379,491 Closed
CRC
585
Curi RMB Capital
Illinois
-$6.21M -298,216 Closed
ZA
586
Zweig Advisers
Connecticut
-$5.16M -248,000 Closed
CM
587
Capital Management
Virginia
-$2.74M -131,569 Closed
DA
588
Denali Advisors
California
-$2.58M -124,000 Closed
FAM
589
Fenimore Asset Management
New York
-$2.12M -101,936 Closed
LH
590
Lebenthal Holdings
New York
-$1.71M -82,272 Closed
MCG
591
Meru Capital Group
New York
-$1.31M -62,885 Closed
CP
592
Camelot Portfolios
Ohio
-$1.26M -60,768 Closed
B
593
BancorpSouth
Mississippi
-$1.17M -56,082 Closed
AH
594
Achievement Holdings
Illinois
-$1.03K -49,300 Closed
FL
595
Fort LP
Maryland
-$949K -45,611 Closed
ROTUOC
596
Regents of the University of California
California
-$928K -44,616 Closed
NCIM
597
New Century Investment Management
Michigan
-$830K -39,900 Closed
11A
598
10-15 Associates
New York
-$715K -34,380 Closed
WSCM
599
Wellington Shields Capital Management
New York
-$691K -33,203 Closed
MCM
600
Mork Capital Management
California
-$624K -30,000 Closed

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.