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Western Union

560 hedge funds and large institutions have $9.17B invested in Western Union in 2014 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 195 increasing their positions, 245 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.9% more ownership

Funds ownership: 100.09%101.99% (+1.9%)

3% less capital invested

Capital invested by funds: $9.46B → $9.17B (-$288M)

6% less funds holding

Funds holding: 598560 (-38)

20% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 245

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

41% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 76

100% less call options, than puts

Call options by funds: $45.9M | Put options by funds: $21.3B

Holders
560
Holders Change
-38
Holders Change %
-6.35%
% of All Funds
16.18%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.32%
New
45
Increased
195
Reduced
245
Closed
76
Calls
$45.9M
Puts
$21.3B
Net Calls
-$21.3B
Net Calls Change
-$21.3B
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
26
Janus Henderson Investors US
Colorado
$71.6M +$20.1M +1,237,300 +39%
Norges Bank
27
Norges Bank
Norway
$69.1M
WCM
28
Winton Capital Management
United Kingdom
$68.7M +$37.8M +2,323,335 +124%
CCP
29
Clough Capital Partners
Massachusetts
$67.3M +$67M +4,112,900 New
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$66.7M -$9.23M -566,785 -12%
BA
31
BlackRock Advisors
Delaware
$65.8M -$4.6M -282,592 -7%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$65M -$1.11M -68,182 -2%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$56M +$16.7M +1,023,700 +43%
SCM
34
Sterling Capital Management
North Carolina
$55.5M +$895K +54,939 +2%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$46.9M +$21.8M +1,336,150 +87%
BIM
36
BlackRock Investment Management
Delaware
$46.2M -$79.5K -4,879 -0.2%
CCM
37
Causeway Capital Management
California
$45.1M -$6.71M -412,200 -14%
GC
38
Guggenheim Capital
Illinois
$44.6M +$9.06M +556,371 +26%
LAM
39
Lyrical Asset Management
New York
$43.8M +$5.46M +334,964 +14%
BlackRock
40
BlackRock
New York
$42.7M +$23.9M +1,465,349 +128%
UBS AM
41
UBS AM
Illinois
$42.7M +$1.27M +77,938 +3%
Legal & General Group
42
Legal & General Group
United Kingdom
$40.5M -$372K -22,847 -0.9%
HCM
43
Huber Capital Management
California
$36.5M +$1.49M +91,500 +4%
TCIM
44
TIAA CREF Investment Management
New York
$35M -$48.1M -2,955,955 -58%
First Manhattan
45
First Manhattan
New York
$34.6M -$231K -14,198 -0.7%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$34.4M -$2.53M -155,215 -7%
Flossbach Von Storch
47
Flossbach Von Storch
Germany
$33.3M +$3.86M +236,850 +13%
BTS
48
BB&T Securities
Virginia
$32.2M +$326K +20,039 +11%
VanEck Associates
49
VanEck Associates
New York
$31M +$5.41M +332,344 +21%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$28.8M +$679K +41,700 +2%

WU Hedge Fund Activity: Q1 2014 in Review

560 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2014, worth a combined $9.17B — down 3% from $9.46B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of WU and 45 opened new positions — a net loss of 31 holders — while 245 trimmed existing stakes and 195 added.

The largest buyer was AllianceBernstein, adding an estimated $119M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $94.9M.

  • 560 institutional investors held Western Union (WU) as of Q1 2014, down from 598 in Q4 2013.
  • Funds reported $9.17B of Western Union stock for Q1 2014, down 3% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q1 2014 and 76 closed out, a net change of -31 holders.
  • The largest Western Union buyer in Q1 2014 was AllianceBernstein, an estimated $119M added.
  • The largest Western Union seller in Q1 2014 was Manulife (Manufacturers Life Insurance), an estimated $94.9M sold.

Based on aggregated 13F filings for Q1 2014.