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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
NG
326
NatWest Group
United Kingdom
$1.19M +$63K +3,595 +6%
TIA
327
Trust Investment Advisors
Indiana
$1.17M +$1.18M +67,535 New
FCH
328
Freestone Capital Holdings
Washington
$1.15M -$10.8M -618,842 -90%
AMI
329
Amica Mutual Insurance
Rhode Island
$1.09M
BCA
330
Benchmark Capital Advisors
New York
$1.08M +$24.5K +1,400 +2%
American Century Companies
331
American Century Companies
Missouri
$1.07M +$11K +628 +1%
CIP
332
Convergence Investment Partners
Florida
$1.07M -$16K -915 -1%
YMRC
333
Yorktown Management & Research Company
Virginia
$1.05M
SMDAM
334
Sumitomo Mitsui DS Asset Management
Japan
$1.05M -$136K -7,778 -11%
M&T Bank
335
M&T Bank
New York
$1.04M +$897K +51,200 +561%
N
336
Nuveen
North Carolina
$1.04M +$96.2K +5,489 +10%
DC
337
Deere & Company
Illinois
$1.03M +$221K +12,628 +27%
Acadian Asset Management
338
Acadian Asset Management
Massachusetts
$1.03M +$226K +12,900 +28%
CPS
339
Counsel Portfolio Services
Ontario, Canada
$1.03M +$226K +12,900 +28%
MOACM
340
Mutual of America Capital Management
New York
$1.03M +$28.8K +1,646 +3%
AAM
341
Azzad Asset Management
Virginia
$1.02M +$496K +28,322 +92%
SAM
342
Silphium Asset Management
United Kingdom
$1.02M +$1.03M +59,000 New
LSV Asset Management
343
LSV Asset Management
Illinois
$1.02M
NAM
344
North American Management
Massachusetts
$1.01M +$1.03M +58,763 New
AAM
345
Aberdeen Asset Management
United Kingdom
$956K
DCM
346
Dupont Capital Management
Delaware
$949K -$1.53M -87,484 -61%
SF
347
Synovus Financial
Georgia
$940K +$301K +17,189 +45%
CAM
348
Columbia Asset Management
Michigan
$916K +$931K +53,110 New
TMAM
349
Tokio Marine Asset Management
Japan
$913K
QT
350
Quantbot Technologies
New York
$908K +$923K +52,678 New

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.