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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
KRSITF
426
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$333K -$17.1K -986 -5%
CMBA
427
C.M. Bidwell & Associates
Hawaii
$327K -$1.39K -80 -0.4%
HAIM
428
Hunter Associates Investment Management
Pennsylvania
$325K
CCG
429
Cypress Capital Group
Florida
$325K +$315K +18,151 New
SB
430
Suntrust Banks
Georgia
$322K -$699K -40,316 -69%
CFB
431
Cullen/Frost Bankers
Texas
$318K +$17.3K +1,000 +6%
RCAG
432
Rehmann Capital Advisory Group
Michigan
$312K +$18.1K +1,045 +6%
DnB Asset Management
433
DnB Asset Management
Norway
$308K +$298K +17,199 New
PAMG
434
Patton Albertson Miller Group
Tennessee
$304K -$156K -8,988 -35%
TJHA
435
Thomas J. Herzfeld Advisors
Florida
$304K +$86.7K +5,000 +42%
QIM
436
Quantitative Investment Management
Virginia
$302K -$19.1K -1,100 -6%
NBC
437
Neuberger Berman Canada
Ontario, Canada
$295K +$286K +16,482 New
MC
438
Moors & Cabot
Massachusetts
$294K -$15.5K -892 -5%
LTFS
439
Ladenburg Thalmann Financial Services
Florida
$294K +$102K +5,872 +56%
IAS
440
IMA Advisory Services
Colorado
$288K -$119K -6,860 -30%
Rafferty Asset Management
441
Rafferty Asset Management
New York
$286K -$57.3K -3,307 -17%
Creative Planning
442
Creative Planning
Kansas
$285K +$18.6K +1,070 +7%
Mackenzie Financial
443
Mackenzie Financial
Ontario, Canada
$283K +$87.5K +5,043 +47%
DILH
444
Dai-ichi Life Holdings
Japan
$276K
OMCS
445
Old Mutual Customised Solutions
South Africa
$274K
ESBC
446
E.S. Barr & Co
Kentucky
$269K -$63.3K -3,650 -20%
MIC
447
MU Investments Company
Japan
$269K +$13.9K +800 +6%
EFS
448
Essex Financial Services
Connecticut
$267K
CI
449
Conning Inc
Connecticut
$265K -$11.8K -680 -4%
VAM
450
Visium Asset Management
New York
$262K -$124K -7,177 -33%

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.