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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
KRSITF
401
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$329K +$1.37K +85 +0.4%
MC
402
Moors & Cabot
Massachusetts
$329K +$8.54K +529 +3%
MERSOM
403
Municipal Employees' Retirement System of Michigan
Michigan
$326K
HFS
404
HL Financial Services
Kentucky
$321K +$70.6K +4,372 +31%
WTNA
405
Wilmington Trust National Association
Delaware
$320K +$75.4K +4,666 +34%
GLRA
406
Gerald L. Ray & Associates
Texas
$319K
CMBA
407
C.M. Bidwell & Associates
Hawaii
$318K +$297K +18,365 New
LIA
408
LS Investment Advisors
Michigan
$317K +$11.2K +695 +4%
CT
409
Coastline Trust
Rhode Island
$317K +$15K +930 +5%
HAIM
410
Hunter Associates Investment Management
Pennsylvania
$315K -$107K -6,600 -27%
Robeco Institutional Asset Management
411
Robeco Institutional Asset Management
Netherlands
$304K -$206K -12,729 -42%
MIC
412
MU Investments Company
Japan
$302K -$24.2K -1,500 -8%
BCM
413
Bluefin Capital Management
New York
$300K -$130K -8,073 -32%
OMCS
414
Old Mutual Customised Solutions
South Africa
$300K +$187K +11,600 +204%
DL
415
Delta Lloyd
Netherlands
$299K
Nomura Holdings
416
Nomura Holdings
Japan
$297K -$1.38M -85,300 -83%
CFB
417
Cullen/Frost Bankers
Texas
$294K -$3.34K -207 -1%
RCAG
418
Rehmann Capital Advisory Group
Michigan
$292K +$54.2K +3,355 +25%
HNB
419
Huntington National Bank
Ohio
$287K -$8.08K -500 -3%
VKH
420
Virtu KCG Holdings
New York
$284K -$56K -3,469 -17%
CLOS
421
Compagnie Lombard Odier SCmA
Switzerland
$283K -$26.4K -1,637 -9%
MIU
422
Man Investments (UK)
United Kingdom
$282K +$35.7K +2,211 +16%
LOAMS
423
Lombard Odier Asset Management (Switzerland)
Switzerland
$281K +$263K +16,291 New
SB
424
Suntrust Banks
Georgia
$278K -$128K -7,929 -33%
CI
425
Conning Inc
Connecticut
$278K +$2.39K +148 +0.9%

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.