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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
CEI
276
Clark Estates Inc
New York
$1.85M
COPPSERS
277
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.82M -$128K -7,314 -6%
HH
278
Hilltop Holdings
Texas
$1.78M +$42.2K +2,408 +2%
TTWM
279
TCV Trust & Wealth Management
Virginia
$1.75M -$1.39M -79,422 -44%
FAM
280
Fenimore Asset Management
New York
$1.73M
URS
281
Utah Retirement Systems
Utah
$1.71M
Mitsubishi UFJ Asset Management
282
Mitsubishi UFJ Asset Management
Japan
$1.71M -$481K -27,471 -21%
TAM
283
Tealwood Asset Management
Minnesota
$1.62M +$31K +1,770 +2%
SAM
284
Shell Asset Management
Netherlands
$1.62M -$697K -39,788 -30%
PAG
285
Private Advisor Group
New Jersey
$1.58M +$1.6M +91,388 New
BFG
286
Beacon Financial Group
Texas
$1.55M -$1.54M -87,779 -49%
PDN
287
Pensionfund DSM Netherlands
Netherlands
$1.53M
Millennium Management
288
Millennium Management
New York
$1.52M -$1.77M -100,726 -53%
WAM
289
World Asset Management
Michigan
$1.52M -$244K -13,926 -14%
SKK
290
Shepherd Kaplan Krochuk
Massachusetts
$1.51M -$79.6K -4,544 -5%
DA
291
Denali Advisors
California
$1.51M
PAMG
292
Patton Albertson Miller Group
Tennessee
$1.5M -$40.4K -2,305 -3%
CPSAC
293
Chas P. Smith & Associates (CPS)
Florida
$1.49M -$7.26M -414,380 -83%
BAM
294
Boyar Asset Management
New York
$1.48M +$161K +9,175 +12%
HIMC
295
Heritage Investors Management Corp
Maryland
$1.48M +$2.37K +135 +0.2%
WA
296
Whitebox Advisors
Minnesota
$1.47M +$111K +6,330 +8%
AIM
297
Arcadia Investment Management
Michigan
$1.46M -$47.3K -2,700 -3%
CIBC Asset Management
298
CIBC Asset Management
Ontario, Canada
$1.46M -$82.5K -4,708 -5%
CP
299
Camelot Portfolios
Ohio
$1.45M +$120K +6,873 +9%
MM
300
Midas Management
New York
$1.43M +$703K +40,100 +93%

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.