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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
RGI
351
River Global Investors
United Kingdom
$905K +$517K +29,500 +128%
BCMO
352
Buckingham Capital Management (Ohio)
Ohio
$903K +$49.5K +2,824 +6%
TSWM
353
Triangle Securities Wealth Management
North Carolina
$900K +$237K +13,510 +35%
PMAM
354
Picton Mahoney Asset Management
Ontario, Canada
$890K -$5.33M -304,100 -85%
GCP
355
GSA Capital Partners
United Kingdom
$881K +$273K +15,572 +44%
BC
356
Bartlett & Co
Ohio
$866K -$241K -13,775 -22%
AQR Capital Management
357
AQR Capital Management
Connecticut
$861K +$874K +49,891 New
OWD
358
Osborn Williams & Donohoe
Ohio
$856K -$56K -3,197 -6%
SAM
359
Securian Asset Management
Minnesota
$851K -$7.82K -446 -0.9%
CAM
360
Capstone Asset Management
Texas
$845K -$746K -42,557 -46%
PCM
361
Prelude Capital Management
New York
$841K +$854K +48,740 New
BWAM
362
Boyd Watterson Asset Management
Ohio
$833K -$855K -48,802 -50%
TH
363
Timber Hill
Connecticut
$830K +$511K +29,156 +154%
Walleye Trading
364
Walleye Trading
New York
$826K +$744K +42,472 +787%
Citadel Advisors
365
Citadel Advisors
Florida
$812K -$13.5M -771,607 -94%
TU
366
TDAM USA
Ontario, Canada
$795K +$808K +46,083 New
KRS
367
Kentucky Retirement Systems
Kentucky
$787K -$4.38K -250 -0.5%
LDB
368
Lee, Danner & Bass
Tennessee
$784K -$124K -7,050 -13%
Bessemer Group
369
Bessemer Group
New Jersey
$784K -$77.1K -4,400 -9%
Commonwealth Equity Services
370
Commonwealth Equity Services
Massachusetts
$774K -$118K -6,755 -13%
LSERS
371
Louisiana State Employees Retirement System
Louisiana
$768K +$780K +44,500 New
TCT
372
TIAA CREF Trust
Missouri
$756K +$351K +20,051 +84%
G
373
GlobalBridge
Minnesota
$724K -$420K -23,987 -36%
RJT
374
Raymond James Trust
Florida
$704K +$92.9K +5,301 +15%
MSU
375
Maple Securities USA
New Jersey
$703K +$714K +40,746 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.