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Western Union

599 hedge funds and large institutions have $9.46B invested in Western Union in 2013 Q4 according to their latest regulatory filings, with 78 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

24% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 63

4.24% more ownership

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

1% more funds holding

Funds holding: 592599 (+7)

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
599
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
17.38%
Holding in Top 10
14
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-53.33%
% of All Funds
0.41%
New
78
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
ERSOT
251
Employees Retirement System of Texas
Texas
$2.36M +$957K +54,600 +67%
NSAM
252
North Star Asset Management
Wisconsin
$2.34M -$113K -6,470 -5%
Royal London Asset Management
253
Royal London Asset Management
United Kingdom
$2.32M +$8.03K +458 +0.3%
BRM
254
Boston Research & Management
Massachusetts
$2.3M +$107K +6,130 +5%
1IC
255
1919 Investment Counsel
Maryland
$2.18M +$2.19M +125,000 +7,937%
NPA
256
Nichols & Pratt Advisers
Massachusetts
$2.17M -$14.1K -803 -0.7%
WGCA
257
Wolf Group Capital Advisors
Virginia
$2.15M +$2.18M +124,526 New
GIM
258
Goelzer Investment Management
Indiana
$2.09M -$83.4K -4,760 -4%
HAI
259
Hennessy Advisors Inc
California
$2.06M -$56.1K -3,200 -3%
CFA
260
Camarda Financial Advisors
Florida
$2.05M +$2.08M +118,922 New
PAIM
261
Punch & Associates Investment Management
Minnesota
$2.04M -$24.4K -1,393 -1%
LTI
262
Laffer Tengler Investments
Tennessee
$2.03M +$2.06M +117,685 New
IB
263
Intrust Bank
Kansas
$2.02M -$96.2K -5,491 -4%
LMF
264
LMR Master Fund
Cayman Islands
$1.99M +$2.02M +115,422 New
US Bancorp
265
US Bancorp
Minnesota
$1.97M +$63K +3,594 +3%
HAM
266
Highstreet Asset Management
Ontario, Canada
$1.97M
AIC
267
Aurora Investment Counsel
Georgia
$1.93M -$444K -25,364 -18%
EP
268
Emrys Partners
New York
$1.93M +$1.96M +112,000 New
OTPPB
269
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.9M -$390K -22,280 -17%
CBOA
270
Commonwealth Bank of Australia
Australia
$1.89M +$81.8K +4,668 +4%
VST
271
Van Strum & Towne
California
$1.89M -$3.5K -200 -0.2%
OA
272
Oxbow Advisors
Texas
$1.89M
LPL Financial
273
LPL Financial
California
$1.87M +$45.9K +2,619 +2%
CBB
274
Citizens Business Bank
California
$1.86M -$50.8K -2,900 -3%
OPERF
275
Oregon Public Employees Retirement Fund
Oregon
$1.86M +$417K +23,800 +28%

WU Hedge Fund Activity: Q4 2013 in Review

599 of the 3,446 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: 78 funds opened new WU positions and 63 closed out — a net gain of 15 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.

  • 599 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.
  • 78 funds opened new Western Union positions in Q4 2013 and 63 closed out, a net change of +15 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.