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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
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$17.9M -$265K -16,256 -1%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$17.5M -$298K -18,329 -2%
Barclays
78
Barclays
United Kingdom
$17.4M -$180K -11,067 -1%
Canada Life
79
Canada Life
Manitoba, Canada
$17.1M +$2.74M +168,231 +19%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$16.6M +$78.2K +4,800 +0.5%
CC
81
Chubb Corp
New Jersey
$16.4M
Macquarie Group
82
Macquarie Group
Australia
$16.1M +$1.08M +66,202 +7%
MTB
83
Mizuho Trust & Banking
Japan
$16M +$394K +24,209 +3%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$15.3M -$1.3M -79,692 -8%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$14.8M +$205K +12,600 +1%
PAM
86
Panagora Asset Management
Massachusetts
$14.6M -$7.31M -448,631 -33%
CIM
87
Calvert Investment Management
Maryland
$14.5M +$4.72M +289,549 +48%
LAM
88
Lapides Asset Management
Connecticut
$14.3M -$50.5K -3,100 -0.4%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$13.8M +$278K +17,100 +2%
GIA
90
Gateway Investment Advisers
Ohio
$13.7M -$33.6K -2,062 -0.2%
Capital Fund Management (CFM)
91
Capital Fund Management (CFM)
France
$13.6M +$9.12M +559,854 +204%
ICM
92
Intrepid Capital Management
Florida
$13.3M +$944K +57,970 +8%
Renaissance Technologies
93
Renaissance Technologies
New York
$13.3M -$4.38M -268,703 -25%
Lord, Abbett & Co
94
Lord, Abbett & Co
New Jersey
$13M +$12.9M +794,900 New
O
95
OppenheimerFunds
New York
$12.9M -$962K -59,060 -7%
APG Asset Management
96
APG Asset Management
Netherlands
$12.9M +$1.54M +94,804 +14%
Principal Financial Group
97
Principal Financial Group
Iowa
$12.7M -$66.3K -4,070 -0.5%
WI
98
WBI Investments
New Jersey
$12.7M -$30.5M -1,874,291 -71%
TSW
99
Thompson Siegel & Walmsley
Virginia
$12.6M +$1.35M +82,802 +12%
SG Americas Securities
100
SG Americas Securities
New York
$12.5M +$8.08M +496,213 +186%

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.