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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
CBOA
276
Commonwealth Bank of Australia
Australia
$1.45M -$6.53M -404,035 -83%
TRSOTSOK
277
Teachers Retirement System of the State of Kentucky
Kentucky
$1.44M -$165K -10,200 -11%
AAM
278
Azzad Asset Management
Virginia
$1.4M +$12K +741 +0.9%
BCMO
279
Buckingham Capital Management (Ohio)
Ohio
$1.4M +$6.3K +390 +0.5%
GH
280
GAM Holding
Switzerland
$1.39M
IMS
281
Index Management Solutions
Pennsylvania
$1.38M +$220K +13,651 +21%
SAM
282
Shell Asset Management
Netherlands
$1.37M -$217K -13,449 -15%
SKK
283
Shepherd Kaplan Krochuk
Massachusetts
$1.36M -$114K -7,043 -8%
SYBT
284
Stock Yards Bank & Trust
Kentucky
$1.35M
V
285
Veritable
Delaware
$1.34M +$36.6K +2,267 +3%
WAM
286
World Asset Management
Michigan
$1.34M -$11.5K -714 -0.9%
HIMC
287
Heritage Investors Management Corp
Maryland
$1.31M -$121K -7,494 -9%
AG
288
Aperio Group
California
$1.29M +$81.6K +5,050 +7%
CIBC Asset Management
289
CIBC Asset Management
Ontario, Canada
$1.29M -$38.7K -2,393 -3%
TIA
290
Trust Investment Advisors
Indiana
$1.26M +$40.4K +2,500 +4%
NMERB
291
New Mexico Educational Retirement Board
New Mexico
$1.25M
JMPWA
292
JP Morgan Private Wealth Advisors
California
$1.25M +$371K +22,991 +47%
AAF
293
Andra AP-fonden
Sweden
$1.23M -$1.98M -122,500 -63%
MAM
294
Martingale Asset Management
Massachusetts
$1.22M +$333K +20,604 +41%
TCT
295
TIAA CREF Trust
Missouri
$1.2M +$45.9K +2,840 +4%
CBB
296
Citizens Business Bank
California
$1.17M -$856K -53,000 -44%
PWW
297
Pettyjohn Wood & White
Virginia
$1.16M +$53.3K +3,300 +5%
Nomura Asset Management
298
Nomura Asset Management
Japan
$1.16M -$54.9K -3,400 -5%
PG
299
PEAK6 Group
Illinois
$1.13M -$118K -7,307 -10%
NAM
300
North American Management
Massachusetts
$1.13M +$100K +6,197 +11%

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.