We are live on ! Find out more
WU icon

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
CIM
51
Calvert Investment Management
Maryland
$33.9M +$27.4M +1,286,472 +338%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$32.9M -$12.4M -583,743 -26%
OAC
53
OMERS Administration Corp
Ontario, Canada
$31.2M +$32.7M +1,534,500 New
Charles Schwab
54
Charles Schwab
California
$30.4M +$302K +14,176 +1%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$29.8M -$1.1M -51,858 -3%
PP
56
Prudential plc
United Kingdom
$29.7M -$7.01M -329,285 -18%
Morgan Stanley
57
Morgan Stanley
New York
$29.6M +$9.64M +452,786 +45%
MAA
58
Managed Account Advisors
New Jersey
$29.3M -$4.89M -229,968 -14%
Prudential Financial
59
Prudential Financial
New Jersey
$29.2M +$1.09M +51,300 +4%
BCM
60
Becker Capital Management
Oregon
$29.2M -$8.47M -397,958 -22%
Dimensional Fund Advisors
61
Dimensional Fund Advisors
Texas
$26.5M +$3.05M +143,182 +12%
BIM
62
BlackRock Investment Management
Delaware
$25.9M -$5.47M -256,779 -17%
Renaissance Technologies
63
Renaissance Technologies
New York
$25.5M +$7.79M +366,100 +41%
TSW
64
Thompson Siegel & Walmsley
Virginia
$24.7M -$4.98M -233,735 -16%
Federated Hermes
65
Federated Hermes
Pennsylvania
$24.4M -$27.6M -1,298,758 -52%
AllianceBernstein
66
AllianceBernstein
Tennessee
$23.6M +$919K +43,153 +4%
PPA
67
Parametric Portfolio Associates
Washington
$23.2M +$1.02M +47,940 +4%
BlackRock
68
BlackRock
New York
$21.7M -$2.77M -129,994 -11%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$21.2M +$15.5M +728,080 +232%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$21M -$102K -4,783 -0.5%
TGA
71
Trilogy Global Advisors
Florida
$20.8M -$8.2M -385,291 -27%
SAM
72
Sentinel Asset Management
Vermont
$20.7M -$3.29M -154,400 -13%
PAM
73
Panagora Asset Management
Massachusetts
$20.7M +$3.12M +146,775 +17%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$20.6M +$6.6K +310 +0%
CC
75
Chubb Corp
New Jersey
$20.3M

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.