We are live on ! Find out more
WU icon

Western Union

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: 1113 (+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: 560555 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$31.5M +$900K +55,729 +3%
RJA
52
Raymond James & Associates
Florida
$31.3M +$1.96M +121,232 +7%
TGA
53
Trilogy Global Advisors
Florida
$31.1M +$5.38M +333,136 +23%
PP
54
Prudential plc
United Kingdom
$30.1M +$614K +38,000 +2%
MAA
55
Managed Account Advisors
New Jersey
$29.5M -$583K -36,117 -2%
PHS
56
Pekin Hardy Strauss
Illinois
$29.1M -$319K -19,720 -1%
Barclays
57
Barclays
United Kingdom
$28.5M +$9.45M +585,313 +54%
CCP
58
Clarkston Capital Partners
Michigan
$28.1M +$2.76M +170,945 +12%
Deutsche Bank
59
Deutsche Bank
Germany
$28M -$2.01M -124,321 -7%
TSW
60
Thompson Siegel & Walmsley
Virginia
$26.7M +$12.4M +768,332 +99%
Goldman Sachs
61
Goldman Sachs
New York
$26.1M -$4.03M -249,615 -14%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$25.1M -$1.6M -99,302 -6%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$23.9M +$3M +185,843 +16%
HCM
64
Huber Capital Management
California
$23.8M -$13.8M -853,330 -38%
Morgan Stanley
65
Morgan Stanley
New York
$23.4M +$1.01M +62,351 +5%
Charles Schwab
66
Charles Schwab
California
$22.7M +$413K +25,576 +2%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$22.6M -$107K -6,617 -0.5%
Prudential Financial
68
Prudential Financial
New Jersey
$22.4M +$1.51M +93,487 +8%
BKBG
69
BHF Kleinwort Benson Group
Belgium
$22M -$4.06M -251,333 -18%
CIM
70
Calvert Investment Management
Maryland
$21.8M +$5.98M +370,408 +42%
CC
71
Carlson Capital
Texas
$21.7M -$4.04M -250,000 -17%
CAM
72
Cacti Asset Management
Georgia
$21.6M
SAM
73
Sentinel Asset Management
Vermont
$21.1M
BlackRock
74
BlackRock
New York
$20.5M -$23.1M -1,430,368 -55%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.3M -$72.5K -4,488 -0.4%

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.