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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
NBC
376
Neuberger Berman Canada
Ontario, Canada
$695K -$119K -6,770 -14%
NSEDCP
377
NJ State Employees Deferred Compensation Plan
New Jersey
$690K
SCA
378
SAC Capital Advisors
Connecticut
$681K +$295K +16,832 +74%
QIM
379
Quantitative Investment Management
Virginia
$667K +$678K +38,700 New
APFBOT
380
Amica Pension Fund Board of Trustees
Rhode Island
$654K
DnB Asset Management
381
DnB Asset Management
Norway
$652K -$797K -45,500 -55%
Nomura Holdings
382
Nomura Holdings
Japan
$641K -$2.93M -166,984 -82%
LS
383
Livforsakringsbolaget Skandia
Sweden
$630K -$188K -10,700 -23%
ASN
384
Advisory Services Network
Georgia
$625K -$27K -1,543 -4%
AII
385
AGF Investments Inc
Ontario, Canada
$611K +$620K +35,400 New
LIC
386
Lodestar Investment Counsel
Illinois
$604K
JCMLC
387
JAT Capital Management LP (Connecticut)
Connecticut
$604K +$613K +35,000 New
SCM
388
Stevens Capital Management
Pennsylvania
$603K -$2.44M -139,043 -80%
LW
389
Linscomb Wealth
Texas
$594K +$109K +6,221 +22%
AL
390
Airain Ltd
Guernsey
$586K +$596K +33,994 New
MPIA
391
Mountain Pacific Investment Advisers
Idaho
$580K -$57.8K -3,300 -9%
PG
392
PEAK6 Group
Illinois
$579K -$639K -36,451 -52%
IRS
393
Invictus RG (Singapore)
Singapore
$567K +$233K +13,318 +68%
RIL
394
Rothschild Investment LLC
Illinois
$559K +$14K +800 +3%
Tudor Investment Corp
395
Tudor Investment Corp
Connecticut
$554K +$563K +32,100 New
AI
396
Atria Investments
North Carolina
$553K +$81.6K +4,658 +17%
SIM
397
Sentry Investment Management
Wisconsin
$547K -$154K -8,800 -22%
SOADOR
398
State of Alaska Department of Revenue
Alaska
$537K +$546K +31,150 New
HAIM
399
Hunter Associates Investment Management
Pennsylvania
$534K -$23.7K -1,350 -4%
Cambridge Investment Research Advisors
400
Cambridge Investment Research Advisors
Iowa
$533K -$6.96K -397 -1%

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.