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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
AI
601
Analytic Investors
California
-$603K -28,961 Closed
EIA
602
Edgemoor Investment Advisors
Maryland
-$571K -27,420 Closed
PAG
603
Private Advisor Group
New Jersey
-$491K -23,594 Closed
AIM
604
Assured Investment Management
New York
-$461K -22,141 Closed
UOC
605
UBS O'Connor
Illinois
-$452K -21,714 Closed
CNFG
606
Creegan & Nassoura Financial Group
New Hampshire
-$436K -20,975 Closed
OC
607
Oppenheimer & Co
New York
-$396K -19,006 Closed
Brown Advisory
608
Brown Advisory
Maryland
-$359K -17,215 Closed
EFS
609
Essex Financial Services
Connecticut
-$310K -14,900 Closed
MIC
610
MU Investments Company
Japan
-$285K -13,400 Closed
MTIM
611
Marathon Trading Investment Management
Pennsylvania
-$283K -13,300 Closed
BSW
612
Buckingham Strategic Wealth
Missouri
-$252K -12,126 Closed
PCMC
613
Paragon Capital Management (Colorado)
Colorado
-$246K -11,800 Closed
Simplex Trading
614
Simplex Trading
Illinois
-$239K -11,208 Closed
QSS
615
Quantitative Systematic Strategies
Florida
-$221K -10,684 Closed
RW
616
Rand Wealth
Maryland
-$210K -10,100 Closed
Walleye Trading
617
Walleye Trading
New York
-$144K -6,768 Closed
PSI
618
Pinnacle Summer Investments
Virginia
-$136K -6,535 Closed
CLOS
619
Compagnie Lombard Odier SCmA
Switzerland
-$132K -6,329 Closed
GL
620
GLG LLC
New York
-$126K -6,043 Closed
SFPIA
621
Stevens First Principles Investment Advisors
California
-$123K -5,890 Closed
AIM
622
Artemis Investment Management
United Kingdom
-$87K -4,206 Closed
OP
623
Oldfield Partners
United Kingdom
-$58K -2,800 Closed
WRM
624
Westport Resources Management
Connecticut
-$21K -1,000 Closed
FFC
625
First Financial Corp
Indiana
-$13K -643 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.