Western Union
576 hedge funds and large institutions have $11.6B invested in Western Union in 2015 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 195 increasing their positions, 233 reducing their positions, and 56 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 15 → 21 (+6)
18% more capital invested
Capital invested by funds: $9.79B → $11.6B (+$1.8B)
2.43% more ownership
Funds ownership: 104.3% → 106.73% (+2.4%)
5% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 56
2% less funds holding
Funds holding: 587 → 576 (-11)
16% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 233
27% less call options, than puts
Call options by funds: $37.4M | Put options by funds: $51.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
+$111M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$68.9M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$60.3M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
+$43.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$49.1M |
| 2 |
VanEck Associates
New York
|
-$47.5M |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$35.4M |
| 4 |
AI
Ariel Investments
Chicago,
Illinois
|
-$31.2M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$26.9M |
WU Hedge Fund Activity: Q1 2015 in Review
576 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2015, worth a combined $11.6B — up 18% from $9.79B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of WU and 53 opened new positions — a net loss of 3 holders — while 233 trimmed existing stakes and 195 added.
The largest buyer was Ninety One (UK), adding an estimated $111M. The largest seller was JP Morgan Chase, cutting an estimated $49.1M.
- 576 institutional investors held Western Union (WU) as of Q1 2015, down from 587 in Q4 2014.
- Funds reported $11.6B of Western Union stock for Q1 2015, up 18% quarter-over-quarter.
- 53 funds opened new Western Union positions in Q1 2015 and 56 closed out, a net change of -3 holders.
- The largest Western Union buyer in Q1 2015 was Ninety One (UK), an estimated $111M added.
- The largest Western Union seller in Q1 2015 was JP Morgan Chase, an estimated $49.1M sold.
Based on aggregated 13F filings for Q1 2015.