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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
ClearBridge Investments
551
ClearBridge Investments
New York
$69K
FNBT
552
FineMark National Bank & Trust
Florida
$67K +$14.4K +821 +27%
BRWA
553
B. Riley Wealth Advisors
Florida
$65K +$18 +1 +0%
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$59.7K +$60.6K +3,460 New
PTC
555
Private Trust Company
Ohio
$59K -$2.28K -130 -4%
WCM
556
Wealthcare Capital Management
Virginia
$57K
GLI
557
Guardian Life Insurance
New York
$54K -$62.8K -3,586 -54%
AAM
558
Advisors Asset Management
Colorado
$53K -$1.75K -100 -3%
KTC
559
Kistler-Tiffany Companies
Pennsylvania
$53K +$29.8K +1,700 +126%
OIA
560
Optimum Investment Advisors
Illinois
$51K
FHA
561
First Horizon Advisors
Tennessee
$51K +$27.7K +1,582 +104%
SMU
562
Signet Management USA
Virginia
$51K +$51.7K +2,948 New
AC
563
Alexandria Capital
Virginia
$48K
SAMC
564
Shinko Asset Management Company
Japan
$48K
FQ
565
First Quadrant
California
$47K +$17.5K +1,000 +59%
SSG
566
Summit Securities Group
New York
$41K -$77.1K -4,400 -65%
PFO
567
Pathstone Family Office
New Jersey
$36K +$36.3K +2,070 New
MFS
568
MSI Financial Services
Massachusetts
$34K +$10.5K +602 +45%
WAM
569
Wolverine Asset Management
Illinois
$32K +$14K +800 +73%
PAS
570
Partnervest Advisory Services
California
$32K +$33K +1,884 New
HR
571
Howe & Rusling
New York
$31K -$876 -50 -3%
M
572
MOTCO
Texas
$30K
MAM
573
Mizuho Asset Management
Japan
$29K
DAM
574
Delta Asset Management
Tennessee
$22K
ST
575
SpiderRock Trading
Illinois
$20K

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.