We are live on ! Find out more
WU icon

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
FNBT
476
FineMark National Bank & Trust
Florida
$156K +$18.9K +1,169 +15%
VFA
477
Virtus Fund Advisers
Connecticut
$153K +$143K +8,844 New
PSUF
478
People's United Financial
Connecticut
$151K -$19.4K -1,200 -12%
FMLI
479
Fukoku Mutual Life Insurance
Japan
$140K
MA
480
MUFG Americas
New York
$135K -$21K -1,300 -14%
QI
481
QS Investors
New York
$134K +$125K +7,730 New
ICOM
482
Investment Counselors of Maryland
Maryland
$131K +$1.68K +104 +1%
S
483
SignatureFD
Georgia
$130K +$121K +7,500 New
TFA
484
Transamerica Financial Advisors
Florida
$129K +$40.6K +2,515 +51%
PSI
485
Pinnacle Summer Investments
Virginia
$113K
ARMT
486
Amica Retiree Medical Trust
Rhode Island
$107K
IRS
487
Invictus RG (Singapore)
Singapore
$104K -$81.8K -5,066 -46%
Fuller & Thaler Asset Management
488
Fuller & Thaler Asset Management
California
$104K -$79.1K -4,900 -45%
BFEC
489
Benjamin F. Edwards & Company
Missouri
$101K +$25K +1,545 +36%
CFSG
490
Community Financial Services Group
Vermont
$101K +$62.8K +3,885 +198%
Fifth Third Bancorp
491
Fifth Third Bancorp
Ohio
$83K -$2.94K -182 -4%
WT
492
Whittier Trust
California
$82K
GIS
493
Guardian Investor Services
New York
$71K -$2.96K -183 -4%
ClearBridge Investments
494
ClearBridge Investments
New York
$69K
W
495
Wealthfront
California
$69K +$31.5K +1,951 +96%
FHA
496
First Horizon Advisors
Tennessee
$68K +$1.37K +85 +2%
BRWA
497
B. Riley Wealth Advisors
Florida
$65K
WF
498
WealthTrust Fairport
Ohio
$65K
KTC
499
Kistler-Tiffany Companies
Pennsylvania
$62K +$5.69K +352 +11%
WCM
500
Wealthcare Capital Management
Virginia
$59K +$1.61K +100 +3%

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.