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Western Union

562 hedge funds and large institutions have $8.98B invested in Western Union in 2014 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 181 increasing their positions, 232 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $69M | Put options by funds: $40.8M

33% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 40

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

1% more funds holding

Funds holding: 555562 (+7)

0.83% more ownership

Funds ownership: 103.64%104.47% (+0.83%)

8% less capital invested

Capital invested by funds: $9.72B → $8.98B (-$748M)

22% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 232

Holders
562
Holders Change
+7
Holders Change %
+1.26%
% of All Funds
16.31%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
53
Increased
181
Reduced
232
Closed
40
Calls
$69M
Puts
$40.8M
Net Calls
+$28.2M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SJIC
26
St. James Investment Company
Texas
$66.9M +$28.2K +1,640 +6%
LAM
27
Lyrical Asset Management
New York
$65.4M +$12M +695,175 +21%
WG
28
Winton Group
United Kingdom
$61.9M -$3.69M -214,158 -5%
CCP
29
Clough Capital Partners
Massachusetts
$61.5M -$1.01M -58,800 -2%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$60.1M -$1.5M -87,118 -2%
GAM
31
Gotham Asset Management
New York
$53.3M +$24.2M +1,408,836 +74%
SCM
32
Sterling Capital Management
North Carolina
$51.1M -$1.48M -86,259 -3%
UBS AM
33
UBS AM
Illinois
$47.2M +$1.87M +108,564 +4%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$43.6M -$23.5M -1,362,999 -33%
ACA
35
Anchor Capital Advisors
Massachusetts
$41.7M +$44.8M +2,600,969 New
Legal & General Group
36
Legal & General Group
United Kingdom
$40.7M -$21.2K -1,232 -0%
VanEck Associates
37
VanEck Associates
New York
$40.3M +$4.25M +246,688 +11%
BTS
38
BB&T Securities
Virginia
$38.9M -$48.8K -2,833 -1%
WCM
39
Wedge Capital Management
North Carolina
$38M +$40.8M +2,371,650 New
SC
40
Salzman & Co
New York
$37.8M +$40.5M +2,354,379 New
BCM
41
Becker Capital Management
Oregon
$37.4M +$31.5M +1,830,095 +366%
Deutsche Bank
42
Deutsche Bank
Germany
$36.7M +$11.6M +672,775 +42%
Federated Hermes
43
Federated Hermes
Pennsylvania
$35.7M +$220K +12,791 +0.6%
BA
44
BlackRock Advisors
Delaware
$35.1M -$20.1M -1,169,362 -35%
Hotchkis & Wiley Capital Management
45
Hotchkis & Wiley Capital Management
California
$34.9M -$22.4M -1,301,545 -37%
BIM
46
BlackRock Investment Management
Delaware
$34.3M -$8.92M -518,265 -20%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$34M -$205K -11,900 -0.6%
GC
48
Guggenheim Capital
Illinois
$33.7M -$11.5M -667,773 -24%
First Manhattan
49
First Manhattan
New York
$32.7M -$447K -25,952 -1%
Invesco
50
Invesco
Georgia
$31.6M -$13.9M -805,187 -29%

WU Hedge Fund Activity: Q3 2014 in Review

562 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2014, worth a combined $8.98B — down 7.7% from $9.72B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WU positions and 40 closed out — a net gain of 13 holders — while 181 added to existing stakes and 232 trimmed.

The largest buyer was Wells Fargo, adding an estimated $151M. The largest seller was Artisan Partners, cutting an estimated $133M.

  • 562 institutional investors held Western Union (WU) as of Q3 2014, up from 555 in Q2 2014.
  • Funds reported $8.98B of Western Union stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 53 funds opened new Western Union positions in Q3 2014 and 40 closed out, a net change of +13 holders.
  • The largest Western Union buyer in Q3 2014 was Wells Fargo, an estimated $151M added.
  • The largest Western Union seller in Q3 2014 was Artisan Partners, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2014.