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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
JP Morgan Chase
26
JP Morgan Chase
New York
$79.6M -$27M -1,559,557 -26%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$74M +$6.66M +384,065 +10%
CCP
28
Clough Capital Partners
Massachusetts
$68.7M -$19.7K -1,135 -0%
Invesco
29
Invesco
Georgia
$66.9M +$30.6M +1,766,877 +90%
GAM
30
Gotham Asset Management
New York
$62.5M +$2.83M +163,129 +5%
ACA
31
Anchor Capital Advisors
Massachusetts
$56.8M +$9.89M +570,083 +22%
SCM
32
Sterling Capital Management
North Carolina
$54.4M -$2.56M -147,656 -5%
UBS AM
33
UBS AM
Illinois
$52.6M -$142K -8,216 -0.3%
WG
34
Winton Group
United Kingdom
$51.2M -$17.4M -1,002,629 -26%
WCM
35
Wedge Capital Management
North Carolina
$50.3M +$7.57M +436,350 +18%
VanEck Associates
36
VanEck Associates
New York
$47.5M +$2.39M +137,571 +5%
Federated Hermes
37
Federated Hermes
Pennsylvania
$45.9M +$5.83M +335,930 +15%
Legal & General Group
38
Legal & General Group
United Kingdom
$43.5M -$1.85M -106,879 -4%
BTS
39
BB&T Securities
Virginia
$41.4M -$199K -11,455 -5%
GC
40
Guggenheim Capital
Illinois
$41M +$3.19M +183,782 +9%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$39.6M +$8.12M +468,348 +27%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$38M +$4.15M +239,547 +13%
Hotchkis & Wiley Capital Management
43
Hotchkis & Wiley Capital Management
California
$37.2M -$1.67M -96,500 -4%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$37.1M +$274K +15,800 +0.7%
First Manhattan
45
First Manhattan
New York
$34.4M -$1.99M -115,042 -6%
BIM
46
BlackRock Investment Management
Delaware
$34.4M -$3.8M -219,357 -10%
MAA
47
Managed Account Advisors
New Jersey
$33.9M -$914K -52,718 -3%
RJA
48
Raymond James & Associates
Florida
$33.5M +$63.8K +3,677 +0.2%
BA
49
BlackRock Advisors
Delaware
$33.4M -$5.66M -326,369 -15%
Goldman Sachs
50
Goldman Sachs
New York
$32.9M +$11M +632,179 +52%

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.