We are live on ! Find out more
WU icon

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
AAM
151
Aston Asset Management
Illinois
$5.9M -$48.2K -2,982 -0.9%
LAM
152
Lingohr Asset Management
Germany
$5.89M -$10.7K -664 -0.2%
HighTower Advisors
153
HighTower Advisors
Illinois
$5.87M +$502K +31,057 +10%
Citigroup
154
Citigroup
New York
$5.86M +$1.23M +75,891 +29%
MLICM
155
Metropolitan Life Insurance Company (MetLife)
New York
$5.72M -$350K -21,691 -6%
NEI
156
Northwest & Ethical Investments
Ontario, Canada
$5.68M +$352K +21,790 +7%
IAM
157
Integre Asset Management
New York
$5.64M -$4.48M -277,337 -46%
SBWIC
158
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.57M -$99K -6,132 -2%
Retirement Systems of Alabama
159
Retirement Systems of Alabama
Alabama
$5.55M -$111K -6,859 -2%
GG
160
Gofen & Glossberg
Illinois
$5.47M -$287K -17,755 -5%
MSA
161
Mason Street Advisors
Wisconsin
$5.21M +$89.6K +5,549 +2%
EGM
162
Espalier Global Management
New York
$5.2M +$4.85M +300,000 New
Caisse de Depot et Placement du Quebec (CDPQ)
163
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.11M -$318K -19,700 -6%
YL
164
YCG LLC
Texas
$4.82M +$3.35M +207,534 +295%
DADC
165
D.A. Davidson & Co
Montana
$4.8M -$1.13M -69,682 -20%
TG
166
TCW Group
California
$4.68M -$38K -2,350 -0.9%
ST
167
Spot Trading
Illinois
$4.64M +$2.26M +139,623 +109%
BCIM
168
British Columbia Investment Management
British Columbia, Canada
$4.52M
WBC
169
Westpac Banking Corp
Australia
$4.5M -$824K -51,007 -16%
First Trust Advisors
170
First Trust Advisors
Illinois
$4.08M -$375K -23,188 -9%
CCA
171
Cobblestone Capital Advisors
New York
$4.08M +$3.8M +235,075 New
ProShare Advisors
172
ProShare Advisors
Maryland
$4.06M -$111K -6,893 -3%
CCA
173
Catalyst Capital Advisors
New York
$4.05M +$3.71M +229,782 +5,699%
Aviva
174
Aviva
United Kingdom
$4M -$30K -1,860 -0.8%
FCBT
175
First Citizens Bank & Trust
North Carolina
$4M +$1.05K +65 +0%

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.