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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
FCAM
101
F&C Asset Management
United Kingdom
$13.9M -$6.64M -378,943 -32%
Principal Financial Group
102
Principal Financial Group
Iowa
$13.5M +$897K +51,206 +7%
HSA
103
Hussman Strategic Advisors
Maryland
$13.4M +$13.3M +757,500 +4,329%
ICM
104
Intrepid Capital Management
Florida
$13M +$1.85M +105,710 +16%
PPA
105
Parametric Portfolio Associates
Washington
$13M +$998K +56,954 +8%
BNP Paribas Asset Management
106
BNP Paribas Asset Management
France
$12.7M -$1.5M -85,831 -10%
Dimensional Fund Advisors
107
Dimensional Fund Advisors
Texas
$12.2M +$482K +27,496 +4%
BKBG
108
BHF Kleinwort Benson Group
Belgium
$12.2M +$3.04M +173,356 +32%
Ameriprise
109
Ameriprise
Minnesota
$12.2M -$10.3M -586,336 -45%
AI
110
Analytic Investors
California
$12.1M -$3.25M -185,388 -21%
APG Asset Management
111
APG Asset Management
Netherlands
$12M -$211K -12,037 -2%
BJ
112
BlackRock Japan
Japan
$12M -$566K -32,309 -4%
NTCOC
113
Northern Trust Company of Connecticut
Connecticut
$11.9M -$281K -16,014 -2%
TSW
114
Thompson Siegel & Walmsley
Virginia
$11.9M -$533K -30,438 -4%
CCP
115
Clarkston Capital Partners
Michigan
$11.8M +$2.28M +130,162 +24%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$11.1M +$1.19M +68,063 +12%
OI
117
Oakbrook Investments
Illinois
$11M -$242K -13,800 -2%
TIP
118
Torray Investment Partners
Maryland
$10.8M
Canada Pension Plan Investment Board
119
Canada Pension Plan Investment Board
Ontario, Canada
$10.6M -$1.43M -81,581 -12%
CIM
120
Calvert Investment Management
Maryland
$10.3M +$7.94M +453,269 +312%
KCM
121
Kempner Capital Management
Texas
$10.3M -$3.25M -185,610 -24%
CA
122
Continental Advisors
Utah
$10.2M +$2.45M +140,000 +31%
Swiss National Bank
123
Swiss National Bank
Switzerland
$10.2M -$256K -14,600 -2%
MIS
124
Morningstar Investment Services
Illinois
$9.96M +$1.22M +69,797 +14%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$9.92M +$220K +12,561 +2%

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.