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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
LDB
351
Lee, Danner & Bass
Tennessee
$719K -$39.4K -2,272 -5%
NSEDCP
352
NJ State Employees Deferred Compensation Plan
New Jersey
$716K
LSERS
353
Louisiana State Employees Retirement System
Louisiana
$704K -$24.3K -1,400 -3%
KRS
354
Kentucky Retirement Systems
Kentucky
$696K -$41K -2,364 -6%
BHWM
355
Bar Harbor Wealth Management
New Hampshire
$694K +$127K +7,322 +23%
NCIM
356
New Century Investment Management
Michigan
$693K +$671K +38,700 New
APFBOT
357
Amica Pension Fund Board of Trustees
Rhode Island
$679K
B
358
Baird
Wisconsin
$675K +$208K +12,019 +47%
LVP
359
Limestone Value Partners
Texas
$667K +$645K +37,200 New
TH
360
Timber Hill
Connecticut
$654K +$633K +36,496 New
N
361
Nuveen
North Carolina
$645K -$46.5K -2,679 -7%
SI
362
Stephens Inc
Arkansas
$644K -$812K -46,842 -57%
CSS
363
Cubist Systematic Strategies
Connecticut
$640K -$92.4K -5,331 -13%
Bessemer Group
364
Bessemer Group
New Jersey
$631K -$177K -10,200 -22%
CCM
365
Cutler Capital Management
Massachusetts
$627K
LIC
366
Lodestar Investment Counsel
Illinois
$627K
Janney Montgomery Scott
367
Janney Montgomery Scott
Pennsylvania
$627K +$238K +13,697 +64%
DADC
368
D.A. Davidson & Co
Montana
$622K +$7.58K +437 +1%
11A
369
10-15 Associates
New York
$621K -$11.4K -658 -2%
CAM
370
Capstone Asset Management
Texas
$621K +$46.1K +2,660 +8%
CEP
371
Chicago Equity Partners
Illinois
$608K +$589K +33,960 New
SJIC
372
St. James Investment Company
Texas
$597K +$66.7K +3,845 +13%
EGM
373
Engineers Gate Manager
New York
$593K +$574K +33,094 New
BFM
374
Boothbay Fund Management
New York
$585K +$567K +32,685 New
Group One Trading
375
Group One Trading
Illinois
$583K -$603K -34,799 -52%

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.