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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
Canada Life
76
Canada Life
Manitoba, Canada
$19.7M +$1.32M +81,598 +8%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$19.5M -$538K -33,281 -3%
CS
78
Credit Suisse
Switzerland
$19.2M -$851K -52,688 -5%
Mitsubishi UFJ Trust & Banking
79
Mitsubishi UFJ Trust & Banking
Japan
$18.3M -$661K -40,913 -4%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$17.9M -$554K -34,319 -3%
MTB
81
Mizuho Trust & Banking
Japan
$17.7M +$625K +38,701 +4%
ICM
82
Intrepid Capital Management
Florida
$17.6M +$3.27M +202,310 +25%
CC
83
Chubb Corp
New Jersey
$17.3M
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$17.3M -$279K -17,300 -2%
Dimensional Fund Advisors
85
Dimensional Fund Advisors
Texas
$16.6M +$4.05M +250,473 +35%
Macquarie Group
86
Macquarie Group
Australia
$15.9M -$1.06M -65,524 -7%
RFC
87
Russell Frank Company
Washington
$15.9M -$3.76M -232,738 -20%
APG Asset Management
88
APG Asset Management
Netherlands
$15.8M +$1.93M +119,498 +15%
WI
89
WBI Investments
New Jersey
$14.7M +$1.13M +69,792 +9%
LAM
90
Lapides Asset Management
Connecticut
$14.7M -$517K -32,000 -4%
GIA
91
Gateway Investment Advisers
Ohio
$14.6M +$133K +8,215 +1%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$14.4M -$210K -13,000 -2%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$14.2M -$1.91M -118,354 -13%
TIP
94
Torray Investment Partners
Maryland
$13.5M +$2.52M +156,200 +25%
CC
95
Curian Capital
Colorado
$13.4M +$7.32M +453,100 +142%
ARC
96
Absolute Return Capital
Massachusetts
$13.4M +$1.78M +110,193 +17%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$13.4M +$1.26M +78,000 +11%
Principal Financial Group
98
Principal Financial Group
Iowa
$13.4M -$113K -6,969 -0.9%
PPA
99
Parametric Portfolio Associates
Washington
$13.3M +$987K +61,137 +9%
BNP Paribas Asset Management
100
BNP Paribas Asset Management
France
$12.8M +$271K +16,798 +2%

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.