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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
Teacher Retirement System of Texas
401
Teacher Retirement System of Texas
Texas
$428K -$52.1K -3,006 -11%
JFA
402
JNBA Financial Advisors
Minnesota
$426K +$10.4K +600 +3%
RFC
403
Regions Financial Corp
Alabama
$424K -$1.05M -60,623 -72%
NIT
404
NumerixS Investment Technologies
British Columbia, Canada
$412K +$399K +23,000 New
CK
405
Cohen Klingenstein
New York
$411K
MYAM
406
Meiji Yasuda Asset Management
Japan
$407K +$42.8K +2,470 +12%
KeyBank National Association
407
KeyBank National Association
Ohio
$402K +$14.4K +829 +4%
BC
408
Banced Corp
Illinois
$399K -$1.42K -82 -0.4%
Cambridge Investment Research Advisors
409
Cambridge Investment Research Advisors
Iowa
$395K -$110K -6,359 -22%
ST
410
Smithfield Trust
Pennsylvania
$392K -$86.7K -5,000 -19%
PAG
411
Private Advisor Group
New Jersey
$390K -$24.7K -1,424 -6%
HFS
412
HL Financial Services
Kentucky
$388K +$21.7K +1,253 +6%
Toronto Dominion Bank
413
Toronto Dominion Bank
Ontario, Canada
$386K +$201K +11,563 +116%
AIM
414
abrdn Investment Management
United Kingdom
$384K -$12.2K -705 -3%
CNFG
415
Creegan & Nassoura Financial Group
New Hampshire
$376K +$364K +20,975 New
LIA
416
LS Investment Advisors
Michigan
$375K +$49.7K +2,864 +16%
CT
417
Coastline Trust
Rhode Island
$373K +$51.4K +2,963 +17%
State of Wisconsin Investment Board
418
State of Wisconsin Investment Board
Wisconsin
$366K -$6.52M -376,010 -95%
SAS
419
Spectrum Advisory Services
Georgia
$358K
LWCFA
420
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$358K +$347K +20,000 New
SFP
421
Santa Fe Partners
New Mexico
$357K +$346K +19,947 New
PA
422
Profund Advisors
Maryland
$350K +$23.4K +1,352 +7%
N
423
Natixis
France
$347K -$5.6K -323 -2%
LWM
424
LBA Wealth Management
Florida
$335K -$5.2K -300 -2%
MERSOM
425
Municipal Employees' Retirement System of Michigan
Michigan
$335K

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.