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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
First Trust Advisors
151
First Trust Advisors
Illinois
$6M +$2.19M +126,436 +61%
LAM
152
Lingohr Asset Management
Germany
$5.89M -$2.98M -171,901 -34%
Massachusetts Financial Services
153
Massachusetts Financial Services
Massachusetts
$5.82M -$160M -9,231,545 -97%
Retirement Systems of Alabama
154
Retirement Systems of Alabama
Alabama
$5.79M -$9.07K -523 -0.2%
MSA
155
Mason Street Advisors
Wisconsin
$5.78M +$229K +13,227 +4%
MLICM
156
Metropolitan Life Insurance Company (MetLife)
New York
$5.65M -$76.6K -4,416 -1%
Ameriprise
157
Ameriprise
Minnesota
$5.6M -$6.04M -348,395 -53%
Fuller & Thaler Asset Management
158
Fuller & Thaler Asset Management
California
$5.6M +$5.36M +309,100 +9,091%
RA
159
Royce & Associates
New York
$5.59M -$773K -44,600 -13%
CCA
160
Catalyst Capital Advisors
New York
$5.39M +$5.22M +301,076 New
BNP Paribas Financial Markets
161
BNP Paribas Financial Markets
France
$5.35M +$326K +18,779 +7%
CRC
162
Curi RMB Capital
Illinois
$5.3M +$95.1K +5,484 +2%
IP
163
Isthmus Partners
Wisconsin
$5.23M +$5.07M +292,079 New
AIG
164
American International Group
New York
$5.02M -$1.5M -86,215 -24%
ProShare Advisors
165
ProShare Advisors
Maryland
$4.8M +$518K +29,859 +13%
BCIM
166
British Columbia Investment Management
British Columbia, Canada
$4.78M +$452K +26,037 +11%
B
167
Barings
North Carolina
$4.73M +$302K +17,400 +7%
HHC
168
Hutchin Hill Capital
New York
$4.67M +$761K +43,900 +20%
WBC
169
Westpac Banking Corp
Australia
$4.57M
Caisse de Depot et Placement du Quebec (CDPQ)
170
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.54M +$4.4M +253,600 New
IPC
171
Independent Portfolio Consultants
Florida
$4.53M +$260K +14,975 +6%
ACI
172
AMP Capital Investors
Australia
$4.47M +$367K +21,178 +9%
PIA
173
Piedmont Investment Advisors
North Carolina
$4.45M -$8.25K -476 -0.2%
SBWIC
174
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.43M -$1.06M -61,239 -20%
Luther King Capital Management (LKCM)
175
Luther King Capital Management (LKCM)
Texas
$4.33M -$64.7K -3,730 -2%

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.