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Western Union

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: 1113 (+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: 560555 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$73.3M +$2.35M +145,800 +4%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$70.8M -$14.3M -883,144 -18%
WG
28
Winton Group
United Kingdom
$70.7M +$65.8M +4,075,721 New
CCP
29
Clough Capital Partners
Massachusetts
$67.6M -$3.51M -217,253 -5%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$66.6M -$2.2M -136,037 -3%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$60.3M +$892K +55,200 +2%
LAM
32
Lyrical Asset Management
New York
$58.6M +$11.3M +702,571 +26%
BA
33
BlackRock Advisors
Delaware
$58.2M -$10.8M -667,177 -17%
SCM
34
Sterling Capital Management
North Carolina
$56.8M -$1.92M -118,826 -4%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$49.7M +$29.9K +1,853 +0.1%
UBS AM
36
UBS AM
Illinois
$49.2M +$3.69M +228,671 +9%
Invesco
37
Invesco
Georgia
$48.1M -$27.3M -1,687,422 -38%
GC
38
Guggenheim Capital
Illinois
$48M +$772K +47,822 +2%
BIM
39
BlackRock Investment Management
Delaware
$46M -$2.74M -169,399 -6%
Legal & General Group
40
Legal & General Group
United Kingdom
$44M +$981K +60,751 +2%
Wells Fargo
41
Wells Fargo
California
$43.4M +$14.5M +895,001 +56%
BTS
42
BB&T Securities
Virginia
$42.6M +$781K +48,356 +25%
VanEck Associates
43
VanEck Associates
New York
$39.3M +$6.02M +372,560 +20%
Federated Hermes
44
Federated Hermes
Pennsylvania
$38.4M +$32M +1,979,184 +849%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$37M -$3.21K -199 -0%
First Manhattan
46
First Manhattan
New York
$35.8M -$814K -50,365 -2%
Flossbach Von Storch
47
Flossbach Von Storch
Germany
$35.5M +$161K +9,950 +0.5%
Bank of America
48
Bank of America
North Carolina
$33.8M +$4.16M +257,802 +15%
GAM
49
Gotham Asset Management
New York
$33.2M +$8.37M +518,336 +37%
TCIM
50
TIAA CREF Investment Management
New York
$32.6M -$4.19M -259,668 -12%

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.