We are live on ! Find out more
WU icon

Western Union

579 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, 264 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: 576579 (+3)

4% less capital invested

Capital invested by funds: $11.6B → $11.1B (-$521M)

1.17% less ownership

Funds ownership: 106.73%105.56% (-1.2%)

39% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 264

43% less funds holding in top 10

Funds holding in top 10: 2112 (-9)

Holders
579
Holders Change
+3
Holders Change %
+0.52%
% of All Funds
15.6%
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
264
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
HHAA
201
Henry H. Armstrong Associates
Pennsylvania
$3.72M -$11.5K -540 -0.3%
IIC
202
Ironwood Investment Counsel
Arizona
$3.63M -$339K -15,921 -8%
Public Sector Pension Investment Board (PSP Investments)
203
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.63M -$42.6K -2,000 -1%
ERSOT
204
Employees Retirement System of Texas
Texas
$3.61M
WCA
205
Westover Capital Advisors
Delaware
$3.6M -$76.9K -3,614 -2%
PL
206
Perpetual Ltd
Australia
$3.45M -$1.02M -47,965 -22%
LAM
207
Lapides Asset Management
Connecticut
$3.41M -$1.71M -80,300 -32%
Boston Partners
208
Boston Partners
Massachusetts
$3.41M
OA
209
Oak Associates
Ohio
$3.36M +$8.51K +400 +0.2%
FNT
210
First Nebraska Trust
Nebraska
$3.34M -$31.5K -1,480 -0.9%
CSS
211
Cubist Systematic Strategies
Connecticut
$3.34M +$3.49M +164,181 New
RIA
212
Regal Investment Advisors
Michigan
$3.33M +$130K +6,122 +4%
GC
213
Grimes & Company
Massachusetts
$3.24M -$4.47M -209,877 -57%
PP
214
PDT Partners
New York
$3.24M +$3.39M +159,500 New
William Blair & Company
215
William Blair & Company
Illinois
$3.21M +$27.9K +1,313 +0.8%
HA
216
Havens Advisors
New York
$3.21M
CEI
217
Clark Estates Inc
New York
$3.15M
GIBU
218
Gulf International Bank (UK)
United Kingdom
$3.15M
Caisse de Depot et Placement du Quebec (CDPQ)
219
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.15M -$1.6M -75,300 -33%
DWT
220
Dorsey & Whitney Trust
South Dakota
$3.14M -$338K -15,875 -9%
OA
221
Oxbow Advisors
Texas
$3.14M +$77.7K +3,650 +2%
SCM
222
Stanley Capital Management
Texas
$3.08M
Robeco Institutional Asset Management
223
Robeco Institutional Asset Management
Netherlands
$3.07M +$111K +5,195 +4%
BTS
224
BB&T Securities
Virginia
$3M -$798K -37,490 -20%
Nomura Holdings
225
Nomura Holdings
Japan
$2.98M +$2.61M +122,775 +513%

WU Hedge Fund Activity: Q2 2015 in Review

579 of the 3,712 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 264 trimmed.

The largest buyer was ING Group, adding an estimated $105M. The largest seller was AJO LP, exiting entirely with an estimated $120M sold.

  • 579 institutional investors held Western Union (WU) as of Q2 2015, up from 576 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.