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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
MIS
101
Morningstar Investment Services
Illinois
$12.7M +$1.35M +83,346 +13%
Truist Financial
102
Truist Financial
North Carolina
$11.7M +$620K +38,409 +6%
Ameriprise
103
Ameriprise
Minnesota
$11.6M -$75.7K -4,688 -0.7%
KCM
104
Kempner Capital Management
Texas
$11.6M +$1.17M +72,610 +12%
OI
105
Oakbrook Investments
Illinois
$11.1M -$70K -4,335 -0.7%
BJ
106
BlackRock Japan
Japan
$10.6M -$1.06M -65,481 -10%
CA
107
Continental Advisors
Utah
$10.4M -$565K -35,000 -6%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.2M +$650K +40,248 +7%
U
109
UBS
Switzerland
$10.2M +$3.27M +202,470 +52%
SIC
110
Schwartz Investment Counsel
Michigan
$10.1M -$129K -8,000 -1%
GIA
111
Granite Investment Advisors
New Hampshire
$9.76M -$164K -10,145 -2%
KBC Group
112
KBC Group
Belgium
$9.59M -$2.58M -159,830 -22%
JHIU
113
Janus Henderson Investors US
Colorado
$9.54M -$61.8M -3,828,900 -87%
Swiss National Bank
114
Swiss National Bank
Switzerland
$9.26M -$21K -1,300 -0.2%
NFA
115
Nationwide Fund Advisors
Ohio
$9.1M +$141K +8,737 +2%
BA
116
Bridgewater Associates
Connecticut
$8.98M -$960K -59,411 -10%
TD Asset Management
117
TD Asset Management
Ontario, Canada
$8.73M -$116K -7,200 -1%
BCM
118
Becker Capital Management
Oregon
$8.67M +$8.08M +500,000 New
CIC
119
Cornercap Investment Counsel
Georgia
$8.64M +$147K +9,104 +2%
CCM
120
Century Capital Management
Massachusetts
$8.56M +$7.97M +493,649 New
RCM
121
Riverhead Capital Management
Delaware
$8.53M +$1.27M +78,564 +19%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$8.47M -$1.1M -67,937 -12%
CCM
123
Channing Capital Management
Illinois
$8.32M +$2.5M +154,975 +48%
LSC
124
Lesa Sroufe & Co
Washington
$7.77M +$101K +6,263 +1%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$7.62M -$168K -10,397 -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.