Western Union
563 hedge funds and large institutions have $8.98B invested in Western Union in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 181 increasing their positions, 232 reducing their positions, and 40 closing their positions.
69% more call options, than puts
Call options by funds: $69M | Put options by funds: $40.8M
35% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 40
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
1% more funds holding
Funds holding: 555 → 563 (+8)
0.86% more ownership
Funds ownership: 103.64% → 104.49% (+0.86%)
8% less capital invested
Capital invested by funds: $9.72B → $8.98B (-$746M)
22% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 232
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$151M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$148M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$44.8M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$40.8M |
| 5 |
SC
Salzman & Co
Pittsford,
New York
|
+$40.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$133M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$123M |
| 3 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$121M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$69.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.2M |
WU Hedge Fund Activity: Q3 2014 in Review
563 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2014, worth a combined $8.98B — down 7.7% from $9.72B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new WU positions and 40 closed out — a net gain of 14 holders — while 181 added to existing stakes and 232 trimmed.
The largest buyer was Wells Fargo, adding an estimated $151M. The largest seller was Artisan Partners, cutting an estimated $133M.
- 563 institutional investors held Western Union (WU) as of Q3 2014, up from 555 in Q2 2014.
- Funds reported $8.98B of Western Union stock for Q3 2014, down 7.7% quarter-over-quarter.
- 54 funds opened new Western Union positions in Q3 2014 and 40 closed out, a net change of +14 holders.
- The largest Western Union buyer in Q3 2014 was Wells Fargo, an estimated $151M added.
- The largest Western Union seller in Q3 2014 was Artisan Partners, an estimated $133M sold.
Based on aggregated 13F filings for Q3 2014.