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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
BG
526
Bollard Group
Massachusetts
$13K
WA
527
WFG Advisors
Texas
$12K -$2.04K -126 -15%
WC
528
Whitnell & Co
Illinois
$12K +$11.3K +700 New
NYLT
529
New York Life Trust
New York
$11K -$33.7K -2,086 -76%
EFSCE
530
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$808 -50 -8%
FFC
531
First Financial Corp
Indiana
$11K
PMFA
532
Plante Moran Financial Advisors
Michigan
$11K +$4.23K +262 +68%
GSC
533
Ground Swell Capital
South Carolina
$11K +$9.92K +614 New
NCM
534
Nelson Capital Management
California
$10K
PI
535
PineBridge Investments
New York
$9K
GAM
536
Gemmer Asset Management
California
$8K
VAM
537
Visionary Asset Management
Texas
$8K +$7.82K +484 New
JFGIW
538
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$1.32K +82 +28%
MUMSS
539
Mitsubishi UFJ Morgan Stanley Securities
Japan
$6K +$5.17K +320 New
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$5.2K -$4.54K -281 -48%
TRCT
541
Tower Research Capital (TRC)
New York
$5K -$89K -5,510 -95%
SNT
542
Security National Trust
West Virginia
$5K
LNB
543
Ledyard National Bank
$4K
ST
544
Stifel Trust
Missouri
$4K +$3.23K +200 New
DOA
545
D'Orazio & Associates
Virginia
$3K
WEC
546
Winslow Evans & Crocker
Massachusetts
$2.53K
NIM
547
NuWave Investment Management
New Jersey
$2K -$112K -6,922 -98%
CAW
548
Cornerstone Advisors (Washington)
Washington
$2K
GI
549
Gradient Investments
Minnesota
$1K
MCM
550
Manchester Capital Management
Vermont
$1K

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.