We are live on ! Find out more
WU icon

Western Union

599 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, 226 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

4.23% more ownership

Funds ownership: 95.86%100.09% (+4.2%)

1% more funds holding

Funds holding: 593599 (+6)

6% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 226

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
599
Holders Change
+6
Holders Change %
+1.01%
% of All Funds
17.38%
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
226
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
RIM
601
RS Investment Management
California
-$52.8M -2,828,042 Closed
GE
602
General Electric
Ohio
-$35.7M -1,912,734 Closed
Wellington Management Group
603
Wellington Management Group
Massachusetts
-$23.1M -1,236,346 Closed
HCM
604
Hahn Capital Management
California
-$20.1M -1,075,313 Closed
PP
605
PDT Partners
New York
-$9.17M -491,578 Closed
PFMOSF
606
Philadelphia Financial Management of San Francisco
California
-$8.38M -448,831 Closed
NC
607
Nicholas Company
Wisconsin
-$8.26M -442,500 Closed
PIM
608
Perkins Investment Management
Illinois
-$5.75M -308,100 Closed
BCM
609
Basswood Capital Management
New York
-$5.53M -296,400 Closed
FMI
610
Factory Mutual Insurance
Massachusetts
-$5.13M -275,000 Closed
MCM
611
McKinley Capital Management
Alaska
-$4.91M -262,992 Closed
CCM
612
Century Capital Management
Massachusetts
-$4.9M -262,788 Closed
IGIM
613
I.G. Investment Management
Manitoba, Canada
-$3.25M -174,280 Closed
GI
614
GLG Inc
New York
-$3.04M -162,713 Closed
MME
615
Meag Munich Ergo
Germany
-$2.69M -145,064 Closed
CAM
616
Cubic Asset Management
Massachusetts
-$2.7M -144,510 Closed
MP
617
Manifold Partners
California
-$2.66M -142,560 Closed
NCCM
618
Nine Chapters Capital Management
New Jersey
-$1.62M -86,600 Closed
CGI
619
Caerus Global Investors
New York
-$1.45M -77,443 Closed
CAN
620
Cetera Advisor Networks
California
-$1.36M -73,155 Closed
AA
621
Ancora Advisors
Ohio
-$1.24M -66,279 Closed
PCM
622
Parsons Capital Management
Rhode Island
-$1.14M -61,065 Closed
HI
623
Hendershot Investments
Virginia
-$1.12M -59,833 Closed
PMG
624
ProVise Management Group
Florida
-$1.04M -55,637 Closed
JIM
625
Jupiter Investment Management
United Kingdom
-$1.02M -54,600 Closed

WU Hedge Fund Activity: Q4 2013 in Review

599 of the 3,446 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 226 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $253M. The largest seller was American International Group, cutting an estimated $249M.

  • 599 institutional investors held Western Union (WU) as of Q4 2013, up from 593 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.