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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
NFG
501
Next Financial Group
Texas
$124K -$21.8K -1,257 -15%
PSI
502
Pinnacle Summer Investments
Virginia
$117K
HCM
503
Huber Capital Management
California
$115K -$16.9M -975,375 -99%
ARMT
504
Amica Retiree Medical Trust
Rhode Island
$111K
SFPIA
505
Stevens First Principles Investment Advisors
California
$105K -$7M -403,599 -99%
CFSG
506
Community Financial Services Group
Vermont
$104K
SFWA
507
Summit Financial Wealth Advisors
Louisiana
$95K +$91.7K +5,290 New
NYLT
508
New York Life Trust
New York
$91K +$88.5K +5,103 New
MA
509
MUFG Americas
New York
$86K -$52K -3,000 -38%
KTC
510
Kistler-Tiffany Companies
Pennsylvania
$85K
WT
511
Whittier Trust
California
$85K
AIM
512
Advantage Investment Management
Iowa
$85K +$82.4K +4,750 New
FNBT
513
FineMark National Bank & Trust
Florida
$84K -$16.8K -969 -17%
EPM
514
Equitec Proprietary Markets
Illinois
$84K +$81.8K +4,718 New
ClearBridge Investments
515
ClearBridge Investments
New York
$72K
Fifth Third Bancorp
516
Fifth Third Bancorp
Ohio
$72K +$1.42K +82 +2%
VFA
517
Virtus Fund Advisers
Connecticut
$71K
GIS
518
Guardian Investor Services
New York
$65K -$2.46K -142 -4%
IRS
519
Invictus RG (Singapore)
Singapore
$65K +$4.2K +242 +7%
W
520
Wealthfront
California
$64K -$7.33K -423 -11%
FHA
521
First Horizon Advisors
Tennessee
$61K -$1.27K -73 -2%
WCM
522
Wealthcare Capital Management
Virginia
$61K
Envestnet Asset Management
523
Envestnet Asset Management
Illinois
$56K +$139 +8 +0.3%
BPBT
524
Boston Private Bank & Trust
Massachusetts
$56K +$6.09K +351 +13%
CLOS
525
Compagnie Lombard Odier SCmA
Switzerland
$55K -$150K -8,666 -74%

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.