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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
Barclays
126
Barclays
United Kingdom
$9.39M -$10M -471,373 -50%
BA
127
BlackRock Advisors
Delaware
$9.39M -$12.2M -572,123 -55%
TA
128
Teachers Advisors
New York
$9.2M -$221K -10,393 -2%
Korea Investment Corp
129
Korea Investment Corp
South Korea
$9.18M +$2.13K +100 +0%
BIM
130
Bogle Investment Management
Massachusetts
$9.07M +$9.5M +446,253 New
TH
131
TCTC Holdings
Texas
$8.86M -$21.3K -1,000 -0.2%
Lord, Abbett & Co
132
Lord, Abbett & Co
New Jersey
$8.68M +$1.23M +57,800 +16%
Chevy Chase Trust
133
Chevy Chase Trust
Maryland
$8.5M +$5.41K +254 +0.1%
AIMCA
134
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.36M -$6.57M -308,700 -43%
Canada Life
135
Canada Life
Manitoba, Canada
$8.29M +$429K +20,168 +5%
SIC
136
Schwartz Investment Counsel
Michigan
$8.23M -$1.96M -92,000 -19%
Capital International Investors
137
Capital International Investors
California
$8.13M
PAMU
138
Pictet Asset Management (UK)
United Kingdom
$8.11M -$209K -9,800 -2%
DM
139
Delphi Management
Massachusetts
$7.9M -$70.5K -3,310 -0.8%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$7.75M -$231K -10,846 -3%
HighTower Advisors
141
HighTower Advisors
Illinois
$7.74M -$2.23M -104,941 -22%
NFA
142
Nationwide Fund Advisors
Ohio
$7.73M -$1.38M -64,897 -15%
FBP
143
Flippin Bruce & Porter
Virginia
$7.71M -$19.2K -900 -0.2%
CCA
144
Cobblestone Capital Advisors
New York
$7.7M -$4.09K -192 -0.1%
American Century Companies
145
American Century Companies
Missouri
$7.64M -$146K -6,859 -2%
VOYA Investment Management
146
VOYA Investment Management
Georgia
$7.61M -$442K -20,753 -5%
AIG
147
American International Group
New York
$7.44M +$65.4K +3,074 +0.8%
CCM
148
Channing Capital Management
Illinois
$7.26M -$40.6K -1,906 -0.5%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$7.17M +$4.12M +193,766 +122%
LSC
150
Lesa Sroufe & Co
Washington
$7.08M -$1M -47,184 -12%

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.