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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
State of Tennessee, Department of Treasury
276
State of Tennessee, Department of Treasury
Tennessee
$1.6M -$45.1K -2,600 -3%
Nordea Investment Management
277
Nordea Investment Management
Sweden
$1.59M
AG
278
Aperio Group
California
$1.58M +$206K +11,881 +16%
FL
279
Fort LP
Maryland
$1.58M +$1.53M +88,335 New
WSCM
280
Wellington Shields Capital Management
New York
$1.58M -$205K -11,800 -12%
Janus Henderson Group
281
Janus Henderson Group
United Kingdom
$1.56M
AIC
282
Aurora Investment Counsel
Georgia
$1.55M -$2.95K -170 -0.2%
FA
283
FDx Advisors
Illinois
$1.49M -$71.1K -4,099 -5%
TRSOTSOK
284
Teachers Retirement System of the State of Kentucky
Kentucky
$1.49M
CIM
285
CenturyLink Investment Management
Colorado
$1.48M
OSAM
286
O'Shaughnessy Asset Management
Connecticut
$1.47M -$45.8M -2,642,816 -97%
OTPPB
287
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.47M -$239K -13,764 -14%
PCM
288
Prelude Capital Management
New York
$1.46M +$359K +20,706 +34%
BAM
289
Boyar Asset Management
New York
$1.44M -$83.2K -4,800 -6%
GH
290
GAM Holding
Switzerland
$1.39M -$45.2K -2,609 -3%
Mitsubishi UFJ Asset Management
291
Mitsubishi UFJ Asset Management
Japan
$1.34M -$204K -11,761 -14%
V
292
Veritable
Delaware
$1.33M -$47.9K -2,765 -4%
CP
293
Camelot Portfolios
Ohio
$1.27M +$23.4K +1,349 +2%
JMPWA
294
JP Morgan Private Wealth Advisors
California
$1.27M -$188K -10,824 -13%
PWW
295
Pettyjohn Wood & White
Virginia
$1.26M +$32.4K +1,870 +3%
KCM
296
KSA Capital Management
New Jersey
$1.25M
WAM
297
World Asset Management
Michigan
$1.2M -$238K -13,740 -17%
HIMC
298
Heritage Investors Management Corp
Maryland
$1.2M -$90.2K -5,200 -7%
JIM
299
Jupiter Investment Management
United Kingdom
$1.2M -$368K -21,200 -24%
CIBC World Market
300
CIBC World Market
Ontario, Canada
$1.17M +$319K +18,390 +39%

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.