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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
BlackRock
76
BlackRock
New York
$19.8M +$1.23M +70,181 +7%
RFC
77
Russell Frank Company
Washington
$19.5M -$24.6M -1,404,464 -53%
Prudential Financial
78
Prudential Financial
New Jersey
$19.2M -$722K -41,200 -4%
Mitsubishi UFJ Trust & Banking
79
Mitsubishi UFJ Trust & Banking
Japan
$19.2M -$3.55M -202,718 -15%
CCMH
80
Cornerstone Capital Management Holdings
New York
$18.8M +$4.86M +277,582 +34%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$18.7M -$1.11M -63,091 -5%
Barclays
82
Barclays
United Kingdom
$18.7M -$2.1M -119,715 -10%
Renaissance Technologies
83
Renaissance Technologies
New York
$18.6M -$9.14M -521,700 -33%
AllianceBernstein
84
AllianceBernstein
Tennessee
$18.3M +$43K +2,451 +0.2%
Allianz Asset Management
85
Allianz Asset Management
Germany
$17.6M -$11.5M -656,050 -39%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$17.5M
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$17.4M +$121K +6,900 +0.7%
CC
88
Chubb Corp
New Jersey
$17.3M
MTB
89
Mizuho Trust & Banking
Japan
$16.2M -$82.5K -4,708 -0.5%
Macquarie Group
90
Macquarie Group
Australia
$15.8M +$4.19M +239,153 +35%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$15.4M +$13.9M +794,100 +806%
Canada Life
92
Canada Life
Manitoba, Canada
$15.4M +$10M +571,501 +181%
KBC Group
93
KBC Group
Belgium
$15.2M +$2.99M +170,596 +24%
LAM
94
Lapides Asset Management
Connecticut
$15.2M -$2.21M -125,900 -13%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$15.1M +$7.04M +401,800 +85%
HCM
96
Highbridge Capital Management
New York
$15M +$15.3M +871,149 New
MPEM
97
Marathon Partners Equity Management
New York
$14.7M +$15M +855,000 New
O
98
OppenheimerFunds
New York
$14.7M +$726K +41,430 +5%
GIA
99
Gateway Investment Advisers
Ohio
$14.4M -$42.2K -2,406 -0.3%
Adage Capital Partners
100
Adage Capital Partners
Massachusetts
$14.2M

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.