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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
EIA
351
Edgemoor Investment Advisors
Maryland
$549K -$8.51M -526,962 -94%
CAM
352
Capstone Asset Management
Texas
$549K -$184K -11,400 -26%
11A
353
10-15 Associates
New York
$548K +$52.6K +3,254 +11%
AQR Capital Management
354
AQR Capital Management
Connecticut
$546K +$195K +12,100 +62%
IUAM
355
Itau USA Asset Management
New York
$544K
NES
356
New England Securities
New York
$533K +$494K +30,567 +17,368%
SIM
357
Sentry Investment Management
Wisconsin
$512K -$35K -2,166 -7%
Teacher Retirement System of Texas
358
Teacher Retirement System of Texas
Texas
$508K +$322K +19,918 +212%
SSG
359
Summit Securities Group
New York
$506K -$14.5K -900 -3%
DVM
360
Dreman Value Management
Florida
$500K -$61.4K -3,800 -12%
BHWM
361
Bar Harbor Wealth Management
New Hampshire
$499K +$62.9K +3,893 +16%
SC
362
Schulhoff & Co
Ohio
$489K +$35.5K +2,200 +8%
MYLI
363
Meiji Yasuda Life Insurance
Japan
$485K +$4.85K +300 +1%
SJIC
364
St. James Investment Company
Texas
$483K +$77.2K +4,780 +21%
MPIA
365
Mountain Pacific Investment Advisers
Idaho
$479K -$32.3K -2,000 -7%
RIL
366
Rothschild Investment LLC
Illinois
$473K
ST
367
Smithfield Trust
Pennsylvania
$473K
Cambridge Investment Research Advisors
368
Cambridge Investment Research Advisors
Iowa
$473K +$14.7K +913 +3%
CBU
369
CIBC Bank USA
Illinois
$468K
MCM
370
Moore Capital Management
New York
$459K
Rafferty Asset Management
371
Rafferty Asset Management
New York
$456K +$425K +26,309 New
OA
372
OFI Advisors
Pennsylvania
$449K +$24.2K +1,496 +6%
Tudor Investment Corp
373
Tudor Investment Corp
Connecticut
$439K +$409K +25,300 New
IAS
374
IMA Advisory Services
Colorado
$438K -$5.65K -350 -1%
TAM
375
Tocqueville Asset Management
New York
$434K -$35K -2,168 -8%

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.