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Western Union

555 hedge funds and large institutions have $9.72B invested in Western Union in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 197 increasing their positions, 229 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $99.2M | Put options by funds: $47.2M

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

6% more capital invested

Capital invested by funds: $9.17B → $9.72B (+$555M)

1.65% more ownership

Funds ownership: 101.99%103.64% (+1.6%)

2% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 42

1% less funds holding

Funds holding: 560555 (-5)

14% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 229

Holders
555
Holders Change
-5
Holders Change %
-0.89%
% of All Funds
15.95%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.37%
New
43
Increased
197
Reduced
229
Closed
42
Calls
$99.2M
Puts
$47.2M
Net Calls
+$52M
Net Calls Change
+$21.3B
Name Holding Trade Value Shares
Change
Change in
Stake
CEI
226
Clark Estates Inc
New York
$2.46M
CCMH
227
Cornerstone Capital Management Holdings
New York
$2.45M -$2.36M -145,933 -51%
B
228
Barings
North Carolina
$2.44M -$344K -21,300 -13%
BRM
229
Boston Research & Management
Massachusetts
$2.41M +$27K +1,670 +1%
IRF
230
IBM Retirement Fund
New York
$2.4M -$77.1K -4,775 -3%
EIM
231
ExxonMobil Investment Management
Texas
$2.38M -$103K -6,386 -4%
TCMG
232
TSP Capital Management Group
New Jersey
$2.38M +$2.21M +137,100 New
OA
233
Oxbow Advisors
Texas
$2.37M +$444K +27,475 +25%
WGCA
234
Wolf Group Capital Advisors
Virginia
$2.35M +$31.8K +1,970 +1%
DA
235
Denali Advisors
California
$2.33M -$318K -19,700 -13%
LPL Financial
236
LPL Financial
California
$2.32M -$1.78K -110 -0.1%
RIA
237
Regal Investment Advisors
Michigan
$2.32M +$2.14M +132,778 +13,278%
CCM
238
Cadence Capital Management
Massachusetts
$2.31M -$921 -57 -0%
GIP
239
Greatmark Investment Partners
Georgia
$2.29M +$271K +16,790 +15%
Two Sigma Investments
240
Two Sigma Investments
New York
$2.28M +$2.12M +131,309 New
MWR
241
McAdams Wright Ragen
Washington
$2.27M -$39.5K -2,445 -2%
MC
242
Menta Capital
California
$2.26M +$1.73M +107,000 +457%
HHC
243
Hutchin Hill Capital
New York
$2.22M +$583K +36,100 +39%
Royal London Asset Management
244
Royal London Asset Management
United Kingdom
$2.21M -$8.69K -538 -0.4%
Canada Pension Plan Investment Board
245
Canada Pension Plan Investment Board
Ontario, Canada
$2.21M +$10.8K +669 +0.5%
SFU
246
Stonehage Fleming (UK)
United Kingdom
$2.2M
NSAM
247
North Star Asset Management
Wisconsin
$2.16M -$110K -6,814 -5%
Natixis Advisors
248
Natixis Advisors
Massachusetts
$2.12M +$226K +13,986 +13%
LS
249
Livforsakringsbolaget Skandia
Sweden
$2.01M
US Bancorp
250
US Bancorp
Minnesota
$1.97M -$39.1K -2,421 -2%

WU Hedge Fund Activity: Q2 2014 in Review

555 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2014, worth a combined $9.72B — up 6.1% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new WU positions and 42 closed out — a net gain of 1 holder — while 197 added to existing stakes and 229 trimmed.

The largest buyer was Discovery Capital Management, opening a new position worth an estimated $113M. The largest seller was Burgundy Asset Management, exiting entirely with an estimated $97.9M sold.

  • 555 institutional investors held Western Union (WU) as of Q2 2014, down from 560 in Q1 2014.
  • Funds reported $9.72B of Western Union stock for Q2 2014, up 6.1% quarter-over-quarter.
  • 43 funds opened new Western Union positions in Q2 2014 and 42 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q2 2014 was Discovery Capital Management, an estimated $113M added.
  • The largest Western Union seller in Q2 2014 was Burgundy Asset Management, an estimated $97.9M sold.

Based on aggregated 13F filings for Q2 2014.