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Western Union

599 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, 226 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

4.23% more ownership

Funds ownership: 95.86%100.09% (+4.2%)

1% more funds holding

Funds holding: 593599 (+6)

6% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 226

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
599
Holders Change
+6
Holders Change %
+1.01%
% of All Funds
17.38%
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
226
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
CC
451
Courier Capital
New York
$321K
DILH
452
Dai-ichi Life Holdings
Japan
$310K
PA
453
Profund Advisors
Maryland
$306K -$7.24K -413 -2%
B
454
BancorpSouth
Mississippi
$300K +$75.8K +4,328 +33%
CFB
455
Cullen/Frost Bankers
Texas
$297K -$49.1K -2,801 -14%
DL
456
Delta Lloyd
Netherlands
$297K
CT
457
Coastline Trust
Rhode Island
$288K +$13.6K +775 +5%
WCM
458
Weik Capital Management
Pennsylvania
$287K -$10.5K -600 -3%
HNB
459
Huntington National Bank
Ohio
$286K -$456 -26 -0.2%
PFS
460
Prospera Financial Services
Texas
$284K +$289K +16,491 New
HPC
461
HM Payson & Co
Maine
$282K -$52.3K -2,982 -15%
CLOS
462
Compagnie Lombard Odier SCmA
Switzerland
$281K +$285K +16,291 New
NA
463
Navellier & Associates
Nevada
$280K +$284K +16,210 New
Group One Trading
464
Group One Trading
Illinois
$277K -$1.19M -67,965 -81%
Daiwa Securities Group
465
Daiwa Securities Group
Japan
$277K
DCMA
466
Daiwa Capital Markets America
New York
$277K +$281K +16,046 New
CI
467
Conning Inc
Connecticut
$265K +$50.1K +2,860 +23%
Fiera Capital (Canada)
468
Fiera Capital (Canada)
Quebec, Canada
$263K +$267K +15,240 New
WIS
469
Wright Investors Service
Connecticut
$262K +$18 +1 +0%
Creative Planning
470
Creative Planning
Kansas
$261K +$77.2K +4,405 +41%
EOJOAM
471
E. Ohman J:or Asset Management
Sweden
$260K
Envestnet Asset Management
472
Envestnet Asset Management
Illinois
$260K -$130K -7,429 -33%
CC
473
Capital Counsel
New York
$259K +$10.5K +600 +4%
PFSC
474
Peoples Financial Services Corp
Pennsylvania
$257K +$261K +14,900 New
TCOV
475
Trust Company of Vermont
Vermont
$256K -$86.5K -4,934 -25%

WU Hedge Fund Activity: Q4 2013 in Review

599 of the 3,446 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 226 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $253M. The largest seller was American International Group, cutting an estimated $249M.

  • 599 institutional investors held Western Union (WU) as of Q4 2013, up from 593 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.