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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
IAM
126
Integre Asset Management
New York
$9.73M -$20.1K -1,146 -0.2%
GIA
127
Granite Investment Advisors
New Hampshire
$9.63M -$588K -33,565 -6%
WCM
128
Wedge Capital Management
North Carolina
$9.29M -$1.16M -66,201 -11%
Truist Financial
129
Truist Financial
North Carolina
$9.29M +$1.68M +96,080 +22%
DM
130
Delphi Management
Massachusetts
$8.97M -$434K -24,770 -5%
EIA
131
Edgemoor Investment Advisors
Maryland
$8.89M +$263K +14,994 +3%
SIC
132
Schwartz Investment Counsel
Michigan
$8.88M
Luther King Capital Management (LKCM)
133
Luther King Capital Management (LKCM)
Texas
$8.67M -$3.97M -226,300 -31%
NFA
134
Nationwide Fund Advisors
Ohio
$8.34M +$449K +25,602 +6%
BOIA
135
Bush ODonnell Investment Advisors
Missouri
$8.11M -$1.86M -106,369 -18%
U
136
UBS
Switzerland
$8.06M +$1.07M +61,130 +15%
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$7.99M +$7.57M +432,263 +1,406%
CIC
138
Cornercap Investment Counsel
Georgia
$7.96M +$230K +13,110 +3%
FIM
139
Frontier Investment Management
Texas
$7.82M +$1.29M +73,630 +19%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$7.75M -$61.7K -3,522 -0.8%
LSC
141
Lesa Sroufe & Co
Washington
$7.72M -$54.4K -3,104 -0.7%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$7.68M +$2.24M +127,647 +40%
LCM
143
LVM Capital Management
Michigan
$7.62M +$9.64K +550 +0.1%
SFPIA
144
Stevens First Principles Investment Advisors
California
$7.4M -$242K -13,795 -3%
MWR
145
McAdams Wright Ragen
Washington
$7.39M -$641K -36,607 -8%
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
$7.2M +$198K +11,304 +3%
HT
147
HAP Trading
New York
$7.09M +$5.64M +322,082 +362%
FIM
148
FourPoints Investment Managers
France
$7.07M -$14.6M -834,269 -67%
Grantham, Mayo, Van Otterloo & Co (GMO)
149
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.97M +$1.23M +70,128 +21%
SBWIC
150
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.95M -$350K -20,000 -5%

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.