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Western Union

599 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, 226 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

4.23% more ownership

Funds ownership: 95.86%100.09% (+4.2%)

1% more funds holding

Funds holding: 593599 (+6)

6% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 226

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
599
Holders Change
+6
Holders Change %
+1.01%
% of All Funds
17.38%
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
226
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
AB
476
Amalgamated Bank
New York
$250K -$2.45K -140 -1%
SCM
477
Sterneck Capital Management
Missouri
$248K +$252K +14,377 New
FAAS
478
First Allied Advisory Services
California
$247K +$251K +14,314 New
RW
479
Rand Wealth
Maryland
$243K
LTFS
480
Ladenburg Thalmann Financial Services
Florida
$242K -$792K -45,173 -76%
ACM
481
Ashford Capital Management
Delaware
$242K
NIM
482
NuWave Investment Management
New Jersey
$242K +$227K +12,975 +1,266%
WFM
483
Wilmington Funds Management
Delaware
$231K
LIA
484
LS Investment Advisors
Michigan
$231K +$179K +10,192 +321%
PAM
485
PartnerRe Asset Management
Connecticut
$229K -$13.5K -773 -5%
ACP
486
Ashfield Capital Partners
California
$225K
Connor, Clark & Lunn Investment Management (CC&L)
487
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$224K -$292K -16,663 -58%
ACM
488
Argentus Capital Management
Texas
$224K -$257K -14,681 -53%
SAS
489
Spectrum Advisory Services
Georgia
$223K
Thrivent Financial for Lutherans
490
Thrivent Financial for Lutherans
Minnesota
$222K
FM
491
Foster & Motley
Ohio
$220K -$87.3K -4,983 -28%
BSW
492
Buckingham Strategic Wealth
Missouri
$220K -$2.07K -118 -0.9%
TC
493
TradeLink Capital
Illinois
$217K
RCAG
494
Rehmann Capital Advisory Group
Michigan
$214K +$218K +12,427 New
WT
495
Wilmington Trust
Delaware
$210K
DTL
496
Dynamic Technology Lab
Singapore
$210K +$214K +12,200 New
IFS
497
Ifrah Financial Services
Arkansas
$209K -$1.77K -101 -0.8%
IC
498
IKOS CIF
Cyprus
$209K +$40.5K +2,313 +22%
OC
499
Oppenheimer & Co
New York
$208K -$154K -8,763 -42%
USGIU
500
U.S. Global Investors (USGI)
Texas
$207K

WU Hedge Fund Activity: Q4 2013 in Review

599 of the 3,446 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 226 trimmed.

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

  • 599 institutional investors held Western Union (WU) as of Q4 2013, up from 593 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.