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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
17.36%
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
RG
526
Rathbones Group
United Kingdom
$173K +$175K +10,000 New
Teacher Retirement System of Texas
527
Teacher Retirement System of Texas
Texas
$171K -$1.66M -94,621 -91%
PSUF
528
People's United Financial
Connecticut
$171K -$24.5K -1,400 -12%
MA
529
MUFG Americas
New York
$144K
FMLI
530
Fukoku Mutual Life Insurance
Japan
$139K
BPBT
531
Boston Private Bank & Trust
Massachusetts
$138K
CIM
532
CenturyLink Investment Management
Colorado
$137K -$48.2K -2,752 -26%
ICOM
533
Investment Counselors of Maryland
Maryland
$117K +$3.5K +200 +3%
Parallax Volatility Advisers
534
Parallax Volatility Advisers
California
$116K -$1.26M -71,670 -91%
Manulife (Manufacturers Life Insurance)
535
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$115K +$102K +5,820 +0.1%
PSI
536
Pinnacle Summer Investments
Virginia
$113K
ECM
537
ETrade Capital Management
Virginia
$112K +$9.71K +554 +9%
NYLT
538
New York Life Trust
New York
$111K +$21.7K +1,239 +24%
ARMT
539
Amica Retiree Medical Trust
Rhode Island
$106K +$108K +6,170 New
LWM
540
LBA Wealth Management
Florida
$102K +$103K +5,895 New
OMCS
541
Old Mutual Customised Solutions
South Africa
$98K
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$97K -$94.7K -5,406 -49%
BFEC
543
Benjamin F. Edwards & Company
Missouri
$88K
WT
544
Whittier Trust
California
$82K -$17.5K -1,000 -18%
FBT
545
Founders Bank & Trust
Michigan
$79K
WTC
546
WhitTier Trust Company
Nevada
$77K
GIS
547
Guardian Investor Services
New York
$76K -$701 -40 -0.9%
TFA
548
Transamerica Financial Advisors
Florida
$71K +$10.2K +582 +17%
CFA
549
Carroll Financial Associates
North Carolina
$70K -$1.21M -68,933 -94%
IMS
550
Index Management Solutions
Pennsylvania
$70K -$12.1K -692 -15%

WU Hedge Fund Activity: Q4 2013 in Review

598 of the 3,445 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.