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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
First Trust Advisors
76
First Trust Advisors
Illinois
$20.1M +$13.2M +619,788 +168%
RFC
77
Russell Frank Company
Washington
$19.6M -$4.78M -224,546 -19%
CCMH
78
Cornerstone Capital Management Holdings
New York
$19.6M +$2.91M +136,757 +17%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$19.4M +$1.11M +52,115 +6%
UBS Group
80
UBS Group
Switzerland
$19.3M -$5.01M -235,360 -20%
MTB
81
Mizuho Trust & Banking
Japan
$19.3M -$345K -16,229 -2%
GT
82
Glenmede Trust
Pennsylvania
$19.3M +$1.75M +82,099 +9%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$19.2M -$949K -44,598 -5%
Bank of America
84
Bank of America
North Carolina
$18.4M +$1.14M +53,451 +6%
RCM
85
Riverhead Capital Management
Delaware
$18.3M +$7.14M +335,237 +59%
Macquarie Group
86
Macquarie Group
Australia
$17.5M -$21.4K -1,007 -0.1%
SDIC
87
South Dakota Investment Council
South Dakota
$17.3M -$8.47M -397,989 -32%
Swiss National Bank
88
Swiss National Bank
Switzerland
$17.1M +$930K +43,700 +5%
JHIU
89
Janus Henderson Investors US
Colorado
$17M +$14.1M +660,225 +376%
Acadian Asset Management
90
Acadian Asset Management
Massachusetts
$16.8M +$17.6M +825,382 +31,123%
OI
91
Oakbrook Investments
Illinois
$16.7M +$3.86M +181,395 +28%
Truist Financial
92
Truist Financial
North Carolina
$16.6M -$739K -34,718 -4%
KBC Group
93
KBC Group
Belgium
$16.5M +$8.43M +395,839 +95%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$16.3M
PHS
95
Pekin Hardy Strauss
Illinois
$16.3M -$4.76M -223,619 -22%
AAM
96
Aberdeen Asset Management
United Kingdom
$15.8M +$4.25M +199,652 +34%
Principal Financial Group
97
Principal Financial Group
Iowa
$15.7M +$22.5K +1,056 +0.1%
Credit Agricole
98
Credit Agricole
France
$15.6M -$2.75M -129,296 -14%
CC
99
Curian Capital
Colorado
$13.6M +$338K +15,869 +2%
MIS
100
Morningstar Investment Services
Illinois
$13.5M -$821K -38,558 -5%

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.