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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
BTS
51
BB&T Securities
Virginia
$30.5M +$601K +34,299 +24%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$29.6M -$5.27M -300,600 -15%
PRCM
53
Pine River Capital Management
Minnesota
$28.2M +$10M +572,044 +54%
PP
54
Prudential plc
United Kingdom
$28.2M +$9.64M +550,233 +51%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$27.9M -$919K -52,418 -3%
RJA
56
Raymond James & Associates
Florida
$27.7M +$2.48M +141,440 +10%
MAA
57
Managed Account Advisors
New Jersey
$27.5M +$4.56M +260,016 +19%
VanEck Associates
58
VanEck Associates
New York
$27M +$10.2M +580,601 +59%
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$26.4M -$331K -18,875 -1%
T
60
TOBAM
France
$25.9M -$24.5M -1,397,985 -48%
CS
61
Credit Suisse
Switzerland
$25.6M +$6.03M +343,972 +30%
Deutsche Bank
62
Deutsche Bank
Germany
$24.9M -$17.8M -1,018,237 -41%
PAM
63
Panagora Asset Management
Massachusetts
$23.1M +$9.81M +559,786 +72%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$22.6M -$2.65K -151 -0%
Morgan Stanley
65
Morgan Stanley
New York
$22.2M +$120K +6,844 +0.5%
Bank of America
66
Bank of America
North Carolina
$22M -$19.2M -1,095,035 -46%
ARC
67
Absolute Return Capital
Massachusetts
$21.7M +$2.22M +126,421 +11%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$21.4M -$2.72M -155,136 -11%
SJIC
69
St. James Investment Company
Texas
$21.2M -$22.8M -1,303,292 -51%
SAM
70
Sentinel Asset Management
Vermont
$21M -$175K -10,000 -0.8%
CAM
71
Cacti Asset Management
Georgia
$21M +$1.46M +83,350 +7%
GAM
72
Gotham Asset Management
New York
$20.9M +$5.93M +338,137 +39%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.8M -$784K -44,723 -4%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$20.5M -$690K -39,365 -3%
TGA
75
Trilogy Global Advisors
Florida
$20.4M -$177K -10,098 -0.8%

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.