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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
FBT
526
Founders Bank & Trust
Michigan
$54K
GLI
527
Guardian Life Insurance
New York
$53K -$607 -35 -1%
MAM
528
Mizuho Asset Management
Japan
$53K +$21.6K +1,247 +73%
AC
529
Alexandria Capital
Virginia
$50K
OP
530
Oldfield Partners
United Kingdom
$50K
WTC
531
WhitTier Trust Company
Nevada
$50K
AAM
532
Advisors Asset Management
Colorado
$48K -$3.47K -200 -7%
RNS
533
Robert N. Shapiro
$40K -$41.6K -2,400 -51%
OIA
534
Optimum Investment Advisors
Illinois
$35K
Simplex Trading
535
Simplex Trading
Illinois
$34K +$32.8K +1,892 New
SAMC
536
Shinko Asset Management Company
Japan
$33K -$8.67K -500 -21%
Royal London Asset Management
537
Royal London Asset Management
United Kingdom
$30.4K +$577K +33,271 +25%
IC
538
IKOS CIF
Cyprus
$30K -$238K -13,747 -89%
PIA
539
Peachtree Investment Advisors
Georgia
$30K -$3.62K -209 -11%
MFS
540
MSI Financial Services
Massachusetts
$29K -$3.42K -197 -11%
NPC
541
National Planning Corporation
California
$27.2K +$26.8K +1,548 New
HR
542
Howe & Rusling
New York
$27K
SSG
543
Summit Securities Group
New York
$21K -$146K -8,440 -88%
DAM
544
Delta Asset Management
Tennessee
$18K -$4.33K -250 -20%
WRM
545
Westport Resources Management
Connecticut
$18K
WTB
546
Washington Trust Bank
Washington
$17K
ASN
547
Advisory Services Network
Georgia
$15K +$15.5K +894 New
BG
548
Bollard Group
Massachusetts
$14K +$52 +3 +0.4%
WIL
549
Winifred I. Li
$14K +$12.8K +737 +1,038%
WA
550
WFG Advisors
Texas
$13K -$884 -51 -7%

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.