We are live on ! Find out more
WU icon

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
B
176
Baird
Wisconsin
$5.51M -$18.7M -1,069,062 -77%
ST
177
Spot Trading
Illinois
$5.46M +$4.8M +274,050 +646%
GC
178
Grimes & Company
Massachusetts
$5.42M +$87K +4,966 +2%
TAM
179
Todd Asset Management
Kentucky
$5.33M -$25.5K -1,458 -0.5%
WBC
180
Westpac Banking Corp
Australia
$5.26M +$340K +19,400 +7%
AAM
181
Archipel Asset Management
Sweden
$5.2M +$5.28M +301,420 New
HighTower Advisors
182
HighTower Advisors
Illinois
$5.11M -$92K -5,252 -2%
LAM
183
Lingohr Asset Management
Germany
$5.09M +$586K +33,449 +13%
BCIM
184
British Columbia Investment Management
British Columbia, Canada
$5.08M -$249K -14,198 -5%
MSA
185
Mason Street Advisors
Wisconsin
$5.07M +$2.13M +121,814 +71%
NEI
186
Northwest & Ethical Investments
Ontario, Canada
$4.82M +$208K +11,880 +4%
RA
187
Royce & Associates
New York
$4.82M +$1.79M +102,000 +57%
PI
188
Placemark Investments
Illinois
$4.75M +$459K +26,201 +11%
Capital Fund Management (CFM)
189
Capital Fund Management (CFM)
France
$4.72M +$4.8M +273,810 New
TG
190
TCW Group
California
$4.71M +$10.5K +600 +0.2%
BGIM
191
Brandywine Global Investment Management
Pennsylvania
$4.68M +$133K +7,595 +3%
SG Americas Securities
192
SG Americas Securities
New York
$4.6M +$218K +12,464 +5%
ACI
193
AMP Capital Investors
Australia
$4.55M -$467K -26,655 -9%
USAA
194
United Services Automobile Association
Texas
$4.52M -$2.13M -121,340 -32%
Federated Hermes
195
Federated Hermes
Pennsylvania
$4.48M +$469K +26,782 +11%
TPSF
196
Texas Permanent School Fund
Texas
$4.41M -$331K -18,896 -7%
CC
197
Cognios Capital
Kansas
$4.33M +$4.4M +250,986 New
EGM
198
Espalier Global Management
New York
$4.31M +$4.38M +250,000 New
SFU
199
Stonehage Fleming (UK)
United Kingdom
$4.24M +$4.3M +245,650 New
ASRS
200
Arizona State Retirement System
Arizona
$4.17M -$175K -10,000 -4%

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.