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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
Robeco Institutional Asset Management
401
Robeco Institutional Asset Management
Netherlands
$522K +$467K +26,677 +746%
DVM
402
Dreman Value Management
Florida
$505K -$47.8K -2,726 -10%
BT
403
Bankers Trust
Iowa
$504K +$10.3K +587 +2%
Zurich Cantonal Bank
404
Zurich Cantonal Bank
Switzerland
$486K +$11K +629 +2%
FA
405
FDx Advisors
Illinois
$480K -$156K -8,876 -24%
CCM
406
CrestPoint Capital Management
Missouri
$473K +$480K +27,400 New
ST
407
Smithfield Trust
Pennsylvania
$471K
ZIM
408
Zacks Investment Management
Illinois
$470K +$477K +27,220 New
SC
409
Schulhoff & Co
Ohio
$468K -$6.13K -350 -1%
CBU
410
CIBC Bank USA
Illinois
$466K
TAM
411
Tocqueville Asset Management
New York
$463K +$257K +14,653 +120%
IAS
412
IMA Advisory Services
Colorado
$457K -$25.9K -1,480 -5%
Two Sigma Advisers
413
Two Sigma Advisers
New York
$457K +$464K +26,504 New
VKH
414
Virtu KCG Holdings
New York
$454K -$943K -53,801 -67%
HA
415
Hamel Associates
New Jersey
$442K +$449K +25,600 New
CIBC World Market
416
CIBC World Market
Ontario, Canada
$441K -$53.1K -3,029 -11%
FB
417
Fulton Bank
Pennsylvania
$437K -$133K -7,597 -23%
RFC
418
Regions Financial Corp
Alabama
$435K +$11.8K +672 +3%
CCM
419
Cutler Capital Management
Massachusetts
$431K +$87.6K +5,000 +25%
AL
420
Agran Libbie
California
$419K -$22.8K -1,300 -5%
Jane Street
421
Jane Street
New York
$418K +$2.8K +160 +0.7%
ARTA
422
A.R.T. Advisors
New York
$415K -$2.48M -141,363 -85%
P
423
Pitcairn
Pennsylvania
$410K +$232K +13,265 +126%
KeyBank National Association
424
KeyBank National Association
Ohio
$406K -$67.8K -3,867 -14%
DSC
425
Duncker Streett & Co
Missouri
$406K -$6.83K -390 -2%

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.