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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
CAM
76
Contour Asset Management
New York
$19.3M +$18.7M +1,076,342 New
UBS Group
77
UBS Group
Switzerland
$18.3M +$17.7M +1,020,713 New
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$18M +$166K +9,552 +1%
CC
79
Chubb Corp
New Jersey
$17.9M
Mitsubishi UFJ Trust & Banking
80
Mitsubishi UFJ Trust & Banking
Japan
$17.8M -$415K -23,954 -2%
BKBG
81
BHF Kleinwort Benson Group
Belgium
$17.2M +$1.09M +62,989 +7%
PPA
82
Parametric Portfolio Associates
Washington
$17.1M +$2.18M +125,475 +15%
APG Asset Management
83
APG Asset Management
Netherlands
$17M -$855K -49,283 -5%
MTB
84
Mizuho Trust & Banking
Japan
$16.6M +$334K +19,249 +2%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$16.2M -$555K -31,982 -3%
Macquarie Group
86
Macquarie Group
Australia
$15.4M -$874K -50,406 -6%
MIS
87
Morningstar Investment Services
Illinois
$15.2M +$1.33M +76,782 +10%
Credit Agricole
88
Credit Agricole
France
$15.2M +$20.8K +1,200 +0.1%
PAM
89
Panagora Asset Management
Massachusetts
$15.2M +$7.68M +443,059 +109%
Truist Financial
90
Truist Financial
North Carolina
$15.2M +$1.11M +64,010 +8%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$14.4M -$241K -13,900 -2%
ARC
92
Absolute Return Capital
Massachusetts
$14.3M -$1.34M -77,391 -9%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$14.2M -$438K -25,281 -3%
TIP
94
Torray Investment Partners
Maryland
$14.2M +$176K +10,155 +1%
Principal Financial Group
95
Principal Financial Group
Iowa
$13.7M -$36.8K -2,121 -0.3%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$13.5M +$303K +17,488 +2%
AIMCA
97
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.9M +$5.46M +314,600 +78%
BA
98
Bridgewater Associates
Connecticut
$12.9M +$740K +42,700 +6%
PCM
99
Polaris Capital Management
Massachusetts
$11.9M +$11.6M +666,600 New
PI
100
Placemark Investments
Illinois
$11.8M -$69.4K -4,001 -0.6%

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.