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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
AB
451
Amalgamated Bank
New York
$259K -$35.9K -2,072 -13%
HA
452
Heartland Advisors
Wisconsin
$252K +$244K +14,085 New
PNC
453
Park National Corp
Ohio
$251K +$902 +52 +0.4%
ACM
454
Ashford Capital Management
Delaware
$251K
ALA
455
Atherton Lane Advisers
California
$246K +$13.3K +766 +6%
Daiwa Securities Group
456
Daiwa Securities Group
Japan
$243K -$24.3K -1,400 -9%
PFSC
457
Peoples Financial Services Corp
Pennsylvania
$231K -$31.2K -1,800 -12%
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$231K +$24.9K +1,436 +13%
TSWM
459
Triangle Securities Wealth Management
North Carolina
$230K -$729K -42,020 -77%
PI
460
Putnam Investments
Massachusetts
$228K -$154K -8,900 -41%
AC
461
Addison Capital
Pennsylvania
$225K +$218K +12,586 New
Thrivent Financial for Lutherans
462
Thrivent Financial for Lutherans
Minnesota
$222K -$3.47K -200 -2%
BSW
463
Buckingham Strategic Wealth
Missouri
$217K
I
464
IberiaBank
Louisiana
$214K -$30.6K -1,762 -13%
TC
465
TradeLink Capital
Illinois
$212K
Belvedere Trading
466
Belvedere Trading
Illinois
$211K +$204K +11,760 New
NA
467
Navellier & Associates
Nevada
$209K -$884 -51 -0.4%
RIL
468
Rothschild Investment LLC
Illinois
$209K +$26K +1,500 +15%
CIBC Private Wealth Group
469
CIBC Private Wealth Group
Georgia
$209K +$202K +11,645 New
ACP
470
Ashfield Capital Partners
California
$203K
DSC
471
Duncker Streett & Co
Missouri
$201K
RT
472
Reliance Trust
Georgia
$200K
HNB
473
Huntington National Bank
Ohio
$199K -$32.6K -1,878 -14%
CC
474
ClearArc Capital
Ohio
$199K +$3.12K +180 +2%
PAM
475
PartnerRe Asset Management
Connecticut
$199K +$24.9K +1,434 +15%

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.