We are live on ! Find out more
WU icon

Western Union

586 hedge funds and large institutions have $9.79B invested in Western Union in 2014 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 39

47% more call options, than puts

Call options by funds: $93.3M | Put options by funds: $63.3M

9% more capital invested

Capital invested by funds: $8.98B → $9.79B (+$812M)

4% more funds holding

Funds holding: 562586 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.2% less ownership

Funds ownership: 104.47%104.27% (-0.2%)

30% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 253

Holders
586
Holders Change
+24
Holders Change %
+4.27%
% of All Funds
15.63%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
72
Increased
177
Reduced
253
Closed
39
Calls
$93.3M
Puts
$63.3M
Net Calls
+$30M
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Becker Capital Management
Oregon
$32.8M -$8.64M -498,225 -21%
Ninety One (UK)
52
Ninety One (UK)
United Kingdom
$32.6M +$31.6M +1,822,987 New
Morgan Stanley
53
Morgan Stanley
New York
$32.6M +$3.91M +225,485 +14%
CCP
54
Clarkston Capital Partners
Michigan
$32.3M +$1.03M +59,622 +3%
PP
55
Prudential plc
United Kingdom
$32.1M -$682K -39,300 -2%
TCIM
56
TIAA CREF Investment Management
New York
$30.8M -$337K -19,446 -1%
TSW
57
Thompson Siegel & Walmsley
Virginia
$30.1M +$1.44M +83,200 +5%
PHS
58
Pekin Hardy Strauss
Illinois
$27.8M -$2.03M -117,136 -7%
RFC
59
Russell Frank Company
Washington
$27.2M +$6.51M +375,685 +33%
TGA
60
Trilogy Global Advisors
Florida
$25.8M -$693K -39,971 -3%
Flossbach Von Storch
61
Flossbach Von Storch
Germany
$25.4M -$5.06M -292,000 -17%
Charles Schwab
62
Charles Schwab
California
$24.4M -$7.09K -409 -0%
Bank of America
63
Bank of America
North Carolina
$23.9M -$6.1M -351,703 -21%
SAM
64
Sentinel Asset Management
Vermont
$23.4M +$1.5M +86,500 +7%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$22.8M +$16.2K +935 +0.1%
SDIC
66
South Dakota Investment Council
South Dakota
$22.4M -$425K -24,480 -2%
Sumitomo Mitsui Trust Group
67
Sumitomo Mitsui Trust Group
Japan
$22.1M -$1.01M -58,158 -5%
CS
68
Credit Suisse
Switzerland
$21.9M -$985K -56,800 -4%
Prudential Financial
69
Prudential Financial
New Jersey
$21.3M -$555K -32,000 -3%
ICM
70
Intrepid Capital Management
Florida
$21.2M +$165K +9,500 +0.8%
BlackRock
71
BlackRock
New York
$21.1M +$303K +17,476 +2%
Dimensional Fund Advisors
72
Dimensional Fund Advisors
Texas
$19.9M +$1.65M +95,203 +9%
AllianceBernstein
73
AllianceBernstein
Tennessee
$19.5M +$1.36M +78,507 +8%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$19.4M -$4.71M -271,374 -20%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$19.3M -$407K -23,471 -2%

WU Hedge Fund Activity: Q4 2014 in Review

586 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2014, worth a combined $9.79B — up 9% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new WU positions and 39 closed out — a net gain of 33 holders — while 177 added to existing stakes and 253 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $100M. The largest seller was Artisan Partners, exiting entirely with an estimated $204M sold.

  • 586 institutional investors held Western Union (WU) as of Q4 2014, up from 562 in Q3 2014.
  • Funds reported $9.79B of Western Union stock for Q4 2014, up 9% quarter-over-quarter.
  • 72 funds opened new Western Union positions in Q4 2014 and 39 closed out, a net change of +33 holders.
  • The largest Western Union buyer in Q4 2014 was AJO LP, an estimated $100M added.
  • The largest Western Union seller in Q4 2014 was Artisan Partners, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2014.