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
First Trust Advisors
201
First Trust Advisors
Illinois
$4.1M -$266K -15,174 -6%
FCBT
202
First Citizens Bank & Trust
North Carolina
$3.98M -$989K -56,418 -20%
Comerica Bank
203
Comerica Bank
Texas
$3.96M -$933K -53,254 -19%
PL
204
Parthenon LLC
Kentucky
$3.93M -$213K -12,150 -5%
ProShare Advisors
205
ProShare Advisors
Maryland
$3.92M +$868K +49,525 +28%
CM
206
Capital Management
Virginia
$3.92M -$3.99M -227,560 -50%
SOMRS
207
State of Michigan Retirement System
Michigan
$3.87M
IRF
208
IBM Retirement Fund
New York
$3.84M -$171K -9,761 -4%
Aviva
209
Aviva
United Kingdom
$3.83M +$1.4M +79,629 +56%
AIG
210
American International Group
New York
$3.74M -$249M -14,194,878 -98%
FPA
211
Fieldpoint Private Advisors
New York
$3.61M +$5.34K +305 +0.1%
Public Sector Pension Investment Board (PSP Investments)
212
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.55M +$380K +21,700 +12%
PIA
213
Piedmont Investment Advisors
North Carolina
$3.53M +$2.38M +135,537 +196%
LFM
214
Lumina Fund Management
New York
$3.45M +$3.5M +200,000 New
TSU
215
TD Securities (USA)
New York
$3.36M +$103K +5,866 +3%
IIC
216
Ironwood Investment Counsel
Arizona
$3.35M +$183K +10,435 +6%
HHAA
217
Henry H. Armstrong Associates
Pennsylvania
$3.29M -$92K -5,250 -3%
STC
218
SEI Trust Company
Pennsylvania
$3.24M +$1.01M +57,653 +44%
NSCM
219
New South Capital Management
Tennessee
$3.23M -$39.7K -2,265 -1%
William Blair & Company
220
William Blair & Company
Illinois
$3.13M +$156K +8,882 +5%
HA
221
Heartland Advisors
Wisconsin
$3.13M -$181K -10,355 -5%
CA
222
Commerzbank Aktiengesellschaft
Germany
$3.07M -$732K -41,749 -17%
PL
223
Perpetual Ltd
Australia
$2.98M +$512K +29,200 +20%
DWT
224
Dorsey & Whitney Trust
South Dakota
$2.94M +$84.9K +4,845 +3%
LFR
225
Lehman Financial Resources
Pennsylvania
$2.91M -$54.3K -3,100 -2%

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.