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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
IR
301
IAT Reinsurance
New York
$1.16M +$1.13M +65,000 New
GCM
302
Grisanti Capital Management
New York
$1.16M +$58.6K +3,380 +6%
NMERB
303
New Mexico Educational Retirement Board
New Mexico
$1.15M -$135K -7,800 -11%
AH
304
Achievement Holdings
Illinois
$1.14M +$1.1M +63,400 New
AMI
305
Amica Mutual Insurance
Rhode Island
$1.13M
LWM
306
Lyons Wealth Management
Florida
$1.13M +$1.1M +63,177 New
Nomura Asset Management
307
Nomura Asset Management
Japan
$1.13M -$41.6K -2,400 -4%
NONA
308
Ninety One North America
New York
$1.1M +$1.12M +64,560 New
YMRC
309
Yorktown Management & Research Company
Virginia
$1.09M
DC
310
Deere & Company
Illinois
$1.07M
BCMO
311
Buckingham Capital Management (Ohio)
Ohio
$1.06M -$369K -21,301 -26%
SAM
312
Shell Asset Management
Netherlands
$1.06M -$595K -34,335 -37%
CIP
313
Convergence Investment Partners
Florida
$1.06M +$1.03M +59,186 New
CWA
314
Constellation Wealth Advisors
New York
$1.05M +$296K +17,068 +41%
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$1.05M -$275K -15,854 -21%
WJA
316
Williams Jones & Associates
New York
$1.02M +$691K +39,862 +234%
Asset Management One
317
Asset Management One
Japan
$1.01M -$157K -9,059 -14%
MOACM
318
Mutual of America Capital Management
New York
$1.01M -$19.7K -1,134 -2%
CAM
319
Cacti Asset Management
Georgia
$985K -$20.8M -1,198,735 -96%
SYBT
320
Stock Yards Bank & Trust
Kentucky
$979K
B
321
BancorpSouth
Mississippi
$927K +$49.5K +2,857 +6%
CBB
322
Citizens Business Bank
California
$924K -$255K -14,700 -22%
BC
323
Bartlett & Co
Ohio
$924K -$4.33K -250 -0.5%
TCT
324
TIAA CREF Trust
Missouri
$911K -$335K -19,338 -28%
AAM
325
Azzad Asset Management
Virginia
$892K -$359K -20,694 -29%

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.