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Western Union

598 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, 225 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

4.24% more ownership

Funds ownership: 95.85%100.09% (+4.2%)

1% more funds holding

Funds holding: 592598 (+6)

5% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 225

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
598
Holders Change
+6
Holders Change %
+1.01%
% of All Funds
17.36%
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
225
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
BA
26
BlackRock Advisors
Delaware
$74.3M +$19.7M +1,125,905 +35%
Norges Bank
27
Norges Bank
Norway
$72.9M -$11.9M -676,547 -14%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$69.8M +$3.63M +207,279 +5%
Invesco
29
Invesco
Georgia
$60.4M +$49.8M +2,841,065 +429%
SCM
30
Sterling Capital Management
North Carolina
$57.6M +$5.73M +326,902 +11%
CCM
31
Causeway Capital Management
California
$54.6M +$10.1M +576,600 +23%
JHIU
32
Janus Henderson Investors US
Colorado
$54.2M +$53M +3,027,200 +2,648%
BIM
33
BlackRock Investment Management
Delaware
$48.8M -$1.04M -59,142 -2%
WI
34
WBI Investments
New Jersey
$45.7M +$46.4M +2,649,477 New
UBS AM
35
UBS AM
Illinois
$43.6M +$2.87M +163,980 +7%
Legal & General Group
36
Legal & General Group
United Kingdom
$43.1M -$37K -2,113 -0.1%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$41.4M +$15.4M +880,600 +58%
LAM
38
Lyrical Asset Management
New York
$40.4M +$16.5M +943,069 +67%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$39.4M +$6.21M +354,588 +18%
PI
40
PGGM Investments
Netherlands
$38.8M
GC
41
Guggenheim Capital
Illinois
$37.4M +$18M +1,028,919 +90%
HCM
42
Huber Capital Management
California
$36.9M +$7.81M +445,500 +26%
First Manhattan
43
First Manhattan
New York
$36.7M -$2.67M -152,615 -7%
Goldman Sachs
44
Goldman Sachs
New York
$36.5M +$16.9M +966,664 +84%
Wells Fargo
45
Wells Fargo
California
$35.6M -$2.87M -163,757 -7%
TA
46
Teachers Advisors
New York
$34.2M +$2.17M +123,564 +7%
Charles Schwab
47
Charles Schwab
California
$33M -$366K -20,901 -1%
WCM
48
Winton Capital Management
United Kingdom
$32.4M +$26.4M +1,509,318 +409%
Flossbach Von Storch
49
Flossbach Von Storch
Germany
$31.1M -$1.56M -88,950 -5%
PHS
50
Pekin Hardy Strauss
Illinois
$31M -$1.64M -93,720 -5%

WU Hedge Fund Activity: Q4 2013 in Review

598 of the 3,445 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 225 trimmed.

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

  • 598 institutional investors held Western Union (WU) as of Q4 2013, up from 592 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.