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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
PCM
101
Polaris Capital Management
Massachusetts
$13.4M
Millennium Management
102
Millennium Management
New York
$13.3M +$13.1M +617,159 +1,633%
GIA
103
Gateway Investment Advisers
Ohio
$13.2M +$81.3K +3,819 +0.6%
YL
104
YCG LLC
Texas
$13.2M -$9.66K -454 -0.1%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$13.2M
Voloridge Investment Management
106
Voloridge Investment Management
Florida
$13M +$13.1M +616,568 +2,591%
CEP
107
Chicago Equity Partners
Illinois
$12.7M +$2.2M +103,500 +20%
BJ
108
BlackRock Japan
Japan
$12.7M -$194K -9,134 -1%
BNP Paribas Asset Management
109
BNP Paribas Asset Management
France
$11.7M -$148K -6,931 -1%
ARC
110
Absolute Return Capital
Massachusetts
$11.6M -$10.3M -485,496 -46%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$11.1M -$1.46M -68,504 -11%
NSCM
112
New South Capital Management
Tennessee
$11M -$873 -41 -0%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$10.6M -$864K -40,600 -7%
GIA
114
Granite Investment Advisors
New Hampshire
$10.6M -$409K -19,195 -4%
KCM
115
Kempner Capital Management
Texas
$10.4M +$329K +15,450 +3%
DekaBank Deutsche Girozentrale
116
DekaBank Deutsche Girozentrale
Germany
$10.2M -$864K -40,602 -8%
TIP
117
Torray Investment Partners
Maryland
$9.98M +$10.1M +473,160 +2,668%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$9.72M -$9.79M -459,749 -49%
BKBG
119
BHF Kleinwort Benson Group
Belgium
$9.72M -$11.3M -532,861 -53%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.66M +$1.05M +49,108 +12%
FCBT
121
First Citizens Bank & Trust
North Carolina
$9.56M -$1.77M -83,040 -15%
ICM
122
Intrepid Capital Management
Florida
$9.5M -$8.06M -378,600 -45%
CCM
123
Century Capital Management
Massachusetts
$9.49M -$576K -27,054 -5%
ACM
124
Academy Capital Management
Texas
$9.47M -$798K -37,494 -7%
CIC
125
Cornercap Investment Counsel
Georgia
$9.45M -$196K -9,200 -2%

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.