We are live on ! Find out more
WU icon

Western Union

598 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, 225 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

4.24% more ownership

Funds ownership: 95.85%100.09% (+4.2%)

1% more funds holding

Funds holding: 592598 (+6)

5% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 225

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
598
Holders Change
+6
Holders Change %
+1.01%
% of All Funds
17.35%
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
225
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
TJHA
501
Thomas J. Herzfeld Advisors
Florida
$207K +$210K +12,000 New
UGIF
502
US Global Investors Funds
Maine
$207K +$210K +12,000 New
AIP
503
Ameritas Investment Partners
Nebraska
$204K
CPO
504
Cerity Partners OCIO
New York
$204K +$20.9K +1,192 +11%
PCMC
505
Paragon Capital Management (Colorado)
Colorado
$204K +$207K +11,800 New
TRCT
506
Tower Research Capital (TRC)
New York
$203K +$197K +11,260 +2,261%
PWLP
507
Prio Wealth Limited Partnership
Massachusetts
$199K -$14K -800 -6%
WTIM
508
Wilmington Trust Investment Management
Delaware
$197K
PNC
509
Park National Corp
Ohio
$194K +$3.66K +209 +2%
RT
510
Reliance Trust
Georgia
$192K
ACI
511
Alpha Cubed Investments
California
$192K +$195K +11,143 New
BGAM
512
Boussard & Gavaudan Asset Management
United Kingdom
$191K +$194K +11,048 New
ECM
513
Everence Capital Management
Indiana
$190K
Rafferty Asset Management
514
Rafferty Asset Management
New York
$189K -$81.8K -4,667 -30%
Janney Montgomery Scott
515
Janney Montgomery Scott
Pennsylvania
$188K -$1.55M -88,306 -89%
T
516
TradeWorx
New Jersey
$186K +$189K +10,808 New
N
517
Natixis
France
$183K +$186K +10,586 New
Franklin Resources
518
Franklin Resources
California
$180K
Northwestern Mutual Wealth Management
519
Northwestern Mutual Wealth Management
Wisconsin
$180K +$31.3K +1,786 +21%
CC
520
ClearArc Capital
Ohio
$177K -$2.28K -130 -1%
MCC
521
Mid Continent Capital
Illinois
$176K
CI
522
Constellation Investments
Ohio
$175K +$178K +10,147 New
BFA
523
Bragg Financial Advisors
North Carolina
$173K -$8.15K -465 -4%
Aristotle Capital Management
524
Aristotle Capital Management
California
$173K
TBA
525
Train Babcock Advisors
New York
$173K

WU Hedge Fund Activity: Q4 2013 in Review

598 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 225 trimmed.

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

  • 598 institutional investors held Western Union (WU) as of Q4 2013, up from 592 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.