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Western Union
WU

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: 11 → 13 (+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: 560 → 555 (-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

Top Buyers

1
DCM
Discovery Capital Management
Connecticut
+$113M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$104M
3
Norges Bank
Norges Bank
Norway
+$70.3M
4
ACM
Abrams Capital Management
Massachusetts
+$65.7M
5
Axa
Axa
France
+$59.8M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
-$97.9M
2
JHIU
Janus Henderson Investors US
Colorado
-$61.8M
3
CCM
Causeway Capital Management
California
-$45.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$42.8M
5
RRAM
River Road Asset Management
Kentucky
-$35.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Group One Trading
576
Group One Trading
Illinois
– -$478K -29,598 Closed
AL
577
Airain Ltd
Guernsey
– -$431K -26,368 Closed
CC
578
Courier Capital
New York
– -$320K -19,571 Closed
QT
579
Quantbot Technologies
New York
– -$283K -17,330 Closed
ARTA
580
A.R.T. Advisors
New York
– -$277K -16,987 Closed
Jane Street
581
Jane Street
New York
– -$265K -16,225 Closed
BFM
582
Boston Financial Management
Massachusetts
– -$262K -16,015 Closed
SGH
583
Schonfeld Group Holdings
New York
– -$255K -15,600 Closed
CC
584
Capital Counsel
New York
– -$236K -14,400 Closed
BGAM
585
Boussard & Gavaudan Asset Management
United Kingdom
– -$216K -13,164 Closed
WCM
586
Weik Capital Management
Pennsylvania
– -$215K -13,125 Closed
USGIU
587
U.S. Global Investors (USGI)
Texas
– -$196K -12,000 Closed
HS
588
HighVista Strategies
Massachusetts
– -$190K -11,676 Closed
AMM
589
American Money Management
California
– -$164K -10,000 Closed
ECM
590
ETrade Capital Management
Virginia
– -$151K -9,232 Closed
AR
591
Advisory Research
Illinois
– -$68K -4,136 Closed
WAM
592
Wolverine Asset Management
Illinois
– -$6.48K -401 Closed
EWM
593
Evercore Wealth Management
New York
– -$3K -200 Closed
TFO
594
Tarbox Family Office
California
– -$2.28K -141 -85%
WAS
595
Winch Advisory Services
Wisconsin
– -$2K -101 Closed
20 21 22 23
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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.