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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
ECM
476
Everence Capital Management
Indiana
$197K
CB
477
Commerce Bank
Missouri
$196K +$189K +10,927 New
VRS
478
Virginia Retirement Systems
Virginia
$195K -$3.17K -183 -2%
GF
479
Gerstein Fisher
New York
$192K +$186K +10,738 New
CI
480
Constellation Investments
Ohio
$191K +$6.94K +400 +4%
QI
481
QS Investors
New York
$190K +$49.4K +2,850 +37%
HPC
482
HM Payson & Co
Maine
$186K -$45.4K -2,617 -20%
MCC
483
Mid Continent Capital
Illinois
$183K
EOJOAM
484
E. Ohman J:or Asset Management
Sweden
$182K
RCM
485
Rotella Capital Management
Washington
$181K +$175K +10,100 New
RW
486
Rand Wealth
Maryland
$179K -$52K -3,000 -23%
JWA
487
JFS Wealth Advisors
Pennsylvania
$179K -$14K -809 -7%
RG
488
Rathbones Group
United Kingdom
$179K
TBA
489
Train Babcock Advisors
New York
$179K
PTC
490
Private Trust Company
Ohio
$179K +$91.1K +5,251 +110%
AP
491
Advisors Preferred
Maryland
$174K +$168K +9,702 New
FMII
492
Farmers & Merchants Investments Inc
Nebraska
$173K -$555 -32 -0.3%
ICOM
493
Investment Counselors of Maryland
Maryland
$169K +$19.9K +1,150 +14%
BFEC
494
Benjamin F. Edwards & Company
Missouri
$167K +$52.7K +3,040 +48%
WAM
495
Wolverine Asset Management
Illinois
$162K +$12.1K +700 +8%
SIA
496
SeaBridge Investment Advisors
New Jersey
$151K +$103K +5,935 +239%
TRCT
497
Tower Research Capital (TRC)
New York
$149K -$133K -7,686 -48%
PSUF
498
People's United Financial
Connecticut
$147K -$5.2K -300 -4%
TFA
499
Transamerica Financial Advisors
Florida
$142K +$12.9K +744 +10%
FMLI
500
Fukoku Mutual Life Insurance
Japan
$125K -$19.1K -1,100 -14%

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.