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Western Union

560 hedge funds and large institutions have $9.17B invested in Western Union in 2014 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 195 increasing their positions, 245 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.9% more ownership

Funds ownership: 100.09%101.99% (+1.9%)

3% less capital invested

Capital invested by funds: $9.46B → $9.17B (-$288M)

6% less funds holding

Funds holding: 598560 (-38)

20% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 245

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

41% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 76

100% less call options, than puts

Call options by funds: $45.9M | Put options by funds: $21.3B

Holders
560
Holders Change
-38
Holders Change %
-6.35%
% of All Funds
16.18%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.32%
New
45
Increased
195
Reduced
245
Closed
76
Calls
$45.9M
Puts
$21.3B
Net Calls
-$21.3B
Net Calls Change
-$21.3B
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$28.7M -$5.87M -360,421 -17%
MAA
52
Managed Account Advisors
New Jersey
$28.5M +$2.37M +145,370 +9%
Deutsche Bank
53
Deutsche Bank
Germany
$28.5M +$4.77M +292,799 +20%
PP
54
Prudential plc
United Kingdom
$27.8M +$1.06M +65,300 +4%
PHS
55
Pekin Hardy Strauss
Illinois
$27.8M -$1.59M -97,585 -5%
Bank of America
56
Bank of America
North Carolina
$27.6M +$6.76M +415,355 +33%
RJA
57
Raymond James & Associates
Florida
$27.5M +$1.26M +77,163 +5%
BKBG
58
BHF Kleinwort Benson Group
Belgium
$26.7M +$11.8M +721,760 +102%
Wells Fargo
59
Wells Fargo
California
$26.3M -$7.47M -458,419 -22%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$25.3M -$1.19M -73,286 -5%
CC
61
Carlson Capital
Texas
$24.5M +$24.4M +1,500,000 New
TGA
62
Trilogy Global Advisors
Florida
$23.9M +$4.49M +275,500 +23%
CCP
63
Clarkston Capital Partners
Michigan
$23.7M +$12.5M +766,810 +112%
GAM
64
Gotham Asset Management
New York
$22.9M +$3.08M +189,391 +16%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$21.4M -$57.5K -3,531 -0.3%
Morgan Stanley
66
Morgan Stanley
New York
$21M -$37.5K -2,301 -0.2%
Charles Schwab
67
Charles Schwab
California
$21M -$10.3M -632,882 -33%
CAM
68
Cacti Asset Management
Georgia
$20.5M +$603K +37,055 +3%
SAM
69
Sentinel Asset Management
Vermont
$19.9M
Prudential Financial
70
Prudential Financial
New Jersey
$19.6M +$1.4M +85,704 +8%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$19.5M -$709K -43,518 -4%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.2M -$508K -31,198 -3%
CS
73
Credit Suisse
Switzerland
$19M -$5.29M -324,908 -22%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$19M -$489K -30,008 -3%
RFC
75
Russell Frank Company
Washington
$18.1M -$1.31M -80,238 -7%

WU Hedge Fund Activity: Q1 2014 in Review

560 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2014, worth a combined $9.17B — down 3% from $9.46B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of WU and 45 opened new positions — a net loss of 31 holders — while 245 trimmed existing stakes and 195 added.

The largest buyer was AllianceBernstein, adding an estimated $119M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $94.9M.

  • 560 institutional investors held Western Union (WU) as of Q1 2014, down from 598 in Q4 2013.
  • Funds reported $9.17B of Western Union stock for Q1 2014, down 3% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q1 2014 and 76 closed out, a net change of -31 holders.
  • The largest Western Union buyer in Q1 2014 was AllianceBernstein, an estimated $119M added.
  • The largest Western Union seller in Q1 2014 was Manulife (Manufacturers Life Insurance), an estimated $94.9M sold.

Based on aggregated 13F filings for Q1 2014.