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Western Union
WU

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: 11 → 13 (+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: 560 → 555 (-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

Top Buyers

1
DCM
Discovery Capital Management
Connecticut
+$113M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$104M
3
Norges Bank
Norges Bank
Norway
+$70.3M
4
ACM
Abrams Capital Management
Massachusetts
+$65.7M
5
Axa
Axa
France
+$59.8M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
-$97.9M
2
JHIU
Janus Henderson Investors US
Colorado
-$61.8M
3
CCM
Causeway Capital Management
California
-$45.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$42.8M
5
RRAM
River Road Asset Management
Kentucky
-$35.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
451
CIBC Private Wealth Group
Georgia
$210K -$60.3K -3,736 -24%
EFS
452
Essex Financial Services
Connecticut
$210K +$195K +12,100 New
TJHA
453
Thomas J. Herzfeld Advisors
Florida
$208K – – –
ALA
454
Atherton Lane Advisers
California
$202K +$188K +11,649 New
NA
455
Navellier & Associates
Nevada
$199K -$50.8K -3,145 -22%
PAM
456
PartnerRe Asset Management
Connecticut
$199K -$28.8K -1,783 -13%
WTIM
457
Wilmington Trust Investment Management
Delaware
$198K – – –
ACP
458
Ashfield Capital Partners
California
$197K -$27.5K -1,700 -13%
VRS
459
Virginia Retirement Systems
Virginia
$194K -$468 -29 -0.3%
RT
460
Reliance Trust
Georgia
$193K – – –
OC
461
Oppenheimer & Co
New York
$192K +$1.99K +123 +1%
ECM
462
Everence Capital Management
Indiana
$191K – – –
AIP
463
Ameritas Investment Partners
Nebraska
$188K – – –
CC
464
ClearArc Capital
Ohio
$188K +$48 +3 +0%
SSWM
465
Smith Salley Wealth Management
North Carolina
$188K +$175K +10,840 New
CB
466
Commerce Bank
Missouri
$178K -$170K -10,541 -51%
CI
467
Constellation Investments
Ohio
$178K – – –
MCC
468
Mid Continent Capital
Illinois
$177K – – –
Toronto Dominion Bank
469
Toronto Dominion Bank
Ontario, Canada
$176K -$139K -8,580 -46%
EOJOAM
470
E. Ohman J:or Asset Management
Sweden
$175K -$80.8K -5,000 -33%
ACI
471
Alpha Cubed Investments
California
$175K -$4.85K -300 -3%
RG
472
Rathbones Group
United Kingdom
$173K – – –
TBA
473
Train Babcock Advisors
New York
$173K – – –
CMANY
474
Capital Management Associates (New York)
New York
$173K +$162K +10,000 New
PFSC
475
Peoples Financial Services Corp
Pennsylvania
$163K -$8.08K -500 -5%
17 18
19
20 21

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.