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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.35B
Fidelity Investments
2
Fidelity Investments
Massachusetts
$944M -$11.4M -535,461 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$920M +$12.3M +578,611 +1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$584M -$106M -5,001,668 -15%
ACM
5
Abrams Capital Management
Massachusetts
$439M
State Street
6
State Street
Massachusetts
$425M -$21.7M -1,020,081 -5%
BIT
7
BlackRock Institutional Trust
California
$271M -$11.4M -533,450 -4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$248M -$6.81M -320,054 -3%
AI
9
Ariel Investments
Illinois
$210M -$41.4M -1,945,306 -16%
Wells Fargo
10
Wells Fargo
California
$181M -$17.3M -812,690 -8%
Northern Trust
11
Northern Trust
Illinois
$176M +$1.96M +92,138 +1%
SAM
12
Southernsun Asset Management
Tennessee
$174M -$21.2M -995,340 -10%
Ninety One (UK)
13
Ninety One (UK)
United Kingdom
$164M +$5.5M +258,596 +3%
BFA
14
BlackRock Fund Advisors
California
$158M +$555K +26,090 +0.3%
HCM
15
Herndon Capital Management
Georgia
$156M -$17.1M -802,873 -9%
Deutsche Bank
16
Deutsche Bank
Germany
$135M +$10M +471,484 +8%
LSV Asset Management
17
LSV Asset Management
Illinois
$123M +$57.2M +2,685,500 +80%
LAM
18
Lyrical Asset Management
New York
$123M +$17.7M +833,095 +16%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$121M -$10.8M -505,777 -8%
RRAM
20
River Road Asset Management
Kentucky
$110M -$3.06M -143,668 -3%
Norges Bank
21
Norges Bank
Norway
$104M
WG
22
Winton Group
United Kingdom
$102M -$3.79M -178,081 -3%
IG
23
ING Group
Netherlands
$101M +$105M +4,953,470 +14,400%
Goldman Sachs
24
Goldman Sachs
New York
$101M +$48.6M +2,283,352 +85%
MPI
25
Mairs & Power Inc
Minnesota
$98.5M -$22.2M -1,044,800 -18%

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.