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Western Union

598 hedge funds and large institutions have $9.46B invested in Western Union in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 213 increasing their positions, 225 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $112M | Put options by funds: $52.6M

22% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 63

4.24% more ownership

Funds ownership: 95.85%100.09% (+4.2%)

1% more funds holding

Funds holding: 592598 (+6)

5% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 225

21% less capital invested

Capital invested by funds: $11.9B → $9.46B (-$2.44B)

53% less funds holding in top 10

Funds holding in top 10: 3014 (-16)

Holders
598
Holders Change
+6
Holders Change %
+1.01%
% of All Funds
17.36%
Holding in Top 10
14
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-53.33%
% of All Funds
0.41%
New
77
Increased
213
Reduced
225
Closed
63
Calls
$112M
Puts
$52.6M
Net Calls
+$59.5M
Net Calls Change
+$8.96M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
226
SeaBridge Investment Advisors
New Jersey
$2.88M -$1.38M -78,625 -32%
TF
227
Trutina Financial
Washington
$2.86M +$1.62M +92,378 +126%
DIS
228
Diversified Investment Strategies
Louisiana
$2.85M
B
229
Barings
North Carolina
$2.84M +$1.2M +68,300 +71%
LMGAM
230
Liberty Mutual Group Asset Management
Massachusetts
$2.83M +$836K +47,693 +41%
LG
231
Leuthold Group
Minnesota
$2.83M +$499K +28,448 +21%
EA
232
Euclid Advisors
Connecticut
$2.83M -$144K -8,240 -5%
OA
233
Oak Associates
Ohio
$2.81M +$2.85M +162,595 New
GIBU
234
Gulf International Bank (UK)
United Kingdom
$2.78M +$2.82M +160,978 New
HIMCH
235
Hartford Investment Management Co (HIMCO)
Connecticut
$2.77M -$208K -11,883 -7%
Public Employees Retirement Association of Colorado
236
Public Employees Retirement Association of Colorado
Colorado
$2.73M -$238K -13,595 -8%
CCM
237
Cadence Capital Management
Massachusetts
$2.73M -$202K -11,534 -7%
IPC
238
Independent Portfolio Consultants
Florida
$2.73M +$842K +48,041 +44%
HA
239
Havens Advisors
New York
$2.72M
DekaBank Deutsche Girozentrale
240
DekaBank Deutsche Girozentrale
Germany
$2.7M +$966K +55,140 +55%
HCM
241
Hillman Capital Management
Maryland
$2.62M +$359K +20,500 +16%
FAF
242
Fjarde Ap-fonden
Sweden
$2.6M -$213K -12,127 -7%
Arrowstreet Capital
243
Arrowstreet Capital
Massachusetts
$2.58M -$12.8M -733,279 -83%
Axa
244
Axa
France
$2.58M -$433K -24,700 -14%
LBG
245
Lloyds Banking Group
United Kingdom
$2.54M +$450K +25,665 +21%
UCFA
246
United Capital Financial Advisors
Texas
$2.51M +$2.15M +122,967 +549%
EIM
247
ExxonMobil Investment Management
Texas
$2.48M -$52.2K -2,981 -2%
SCM
248
Stux Capital Management
New York
$2.48M +$38.6K +2,200 +2%
FBP
249
Flippin Bruce & Porter
Virginia
$2.43M -$610K -34,837 -20%
TCMG
250
TSP Capital Management Group
New Jersey
$2.37M

WU Hedge Fund Activity: Q4 2013 in Review

598 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2013, worth a combined $9.46B — down 21% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WU positions and 63 closed out — a net gain of 14 holders — while 213 added to existing stakes and 225 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $253M. The largest seller was American International Group, cutting an estimated $249M.

  • 598 institutional investors held Western Union (WU) as of Q4 2013, up from 592 in Q3 2013.
  • Funds reported $9.46B of Western Union stock for Q4 2013, down 21% quarter-over-quarter.
  • 77 funds opened new Western Union positions in Q4 2013 and 63 closed out, a net change of +14 holders.
  • The largest Western Union buyer in Q4 2013 was Capital Research Global Investors, an estimated $253M added.
  • The largest Western Union seller in Q4 2013 was American International Group, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2013.