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Western Union

586 hedge funds and large institutions have $9.79B invested in Western Union in 2014 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 39

47% more call options, than puts

Call options by funds: $93.3M | Put options by funds: $63.3M

9% more capital invested

Capital invested by funds: $8.98B → $9.79B (+$812M)

4% more funds holding

Funds holding: 562586 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.2% less ownership

Funds ownership: 104.47%104.27% (-0.2%)

30% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 253

Holders
586
Holders Change
+24
Holders Change %
+4.27%
% of All Funds
15.63%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
72
Increased
177
Reduced
253
Closed
39
Calls
$93.3M
Puts
$63.3M
Net Calls
+$30M
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
TG
226
TCW Group
California
$2.62M -$1.96M -113,200 -44%
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$2.61M +$1.85M +106,413 +271%
GIP
228
Greatmark Investment Partners
Georgia
$2.6M +$197K +11,375 +8%
TCMG
229
TSP Capital Management Group
New Jersey
$2.57M
HIMCH
230
Hartford Investment Management Co (HIMCO)
Connecticut
$2.57M -$94.6K -5,457 -4%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$2.56M -$5.1K -294 -0.2%
USAA
232
United Services Automobile Association
Texas
$2.54M -$84K -4,845 -3%
IB
233
Intrust Bank
Kansas
$2.54M +$211K +12,152 +9%
WGCA
234
Wolf Group Capital Advisors
Virginia
$2.53M +$93.6K +5,400 +4%
AP
235
AHL Partners
United Kingdom
$2.52M +$1.91M +110,252 +359%
Ohio Public Employees Retirement System (OPERS)
236
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.47M -$20.2M -1,166,718 -89%
OA
237
Oxbow Advisors
Texas
$2.43M -$24.3K -1,400 -1%
IRF
238
IBM Retirement Fund
New York
$2.41M +$103K +5,937 +5%
LSV Asset Management
239
LSV Asset Management
Illinois
$2.31M +$1.58M +91,100 +240%
DA
240
Denali Advisors
California
$2.28M -$116K -6,700 -5%
SFU
241
Stonehage Fleming (UK)
United Kingdom
$2.28M
Fiera Capital (Canada)
242
Fiera Capital (Canada)
Quebec, Canada
$2.26M
FAF
243
Fjarde Ap-fonden
Sweden
$2.22M -$263K -15,143 -11%
EIM
244
ExxonMobil Investment Management
Texas
$2.21M -$114K -6,602 -5%
OPERF
245
Oregon Public Employees Retirement Fund
Oregon
$2.19M +$90.7K +5,229 +4%
LG
246
Leuthold Group
Minnesota
$2.17M -$441K -25,447 -17%
HH
247
Hilltop Holdings
Texas
$2.17M +$159K +9,144 +8%
NSAM
248
North Star Asset Management
Wisconsin
$2.15M -$17.6K -1,015 -0.8%
AAF
249
Andra AP-fonden
Sweden
$2.09M +$2.02M +116,500 New
Robeco Institutional Asset Management
250
Robeco Institutional Asset Management
Netherlands
$2.08M +$1.5M +86,596 +295%

WU Hedge Fund Activity: Q4 2014 in Review

586 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2014, worth a combined $9.79B — up 9% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new WU positions and 39 closed out — a net gain of 33 holders — while 177 added to existing stakes and 253 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $100M. The largest seller was Artisan Partners, exiting entirely with an estimated $204M sold.

  • 586 institutional investors held Western Union (WU) as of Q4 2014, up from 562 in Q3 2014.
  • Funds reported $9.79B of Western Union stock for Q4 2014, up 9% quarter-over-quarter.
  • 72 funds opened new Western Union positions in Q4 2014 and 39 closed out, a net change of +33 holders.
  • The largest Western Union buyer in Q4 2014 was AJO LP, an estimated $100M added.
  • The largest Western Union seller in Q4 2014 was Artisan Partners, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2014.