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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
Public Sector Pension Investment Board (PSP Investments)
201
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.19M -$293K -16,900 -9%
ERSOT
202
Employees Retirement System of Texas
Texas
$3.18M
WCA
203
Westover Capital Advisors
Delaware
$3.15M -$143K -8,230 -4%
NSCM
204
New South Capital Management
Tennessee
$3.11M -$4.16K -240 -0.1%
DWT
205
Dorsey & Whitney Trust
South Dakota
$3.04M -$71.1K -4,100 -2%
Parallax Volatility Advisers
206
Parallax Volatility Advisers
California
$3.01M +$468K +26,963 +19%
LFR
207
Lehman Financial Resources
Pennsylvania
$2.96M -$17.3K -1,000 -0.6%
Natixis Advisors
208
Natixis Advisors
Massachusetts
$2.95M +$4.63K +267 +0.2%
OA
209
Oak Associates
Ohio
$2.95M +$124K +7,150 +5%
TF
210
Trutina Financial
Washington
$2.93M -$242K -13,933 -8%
William Blair & Company
211
William Blair & Company
Illinois
$2.92M -$474K -27,344 -14%
KBC Group
212
KBC Group
Belgium
$2.88M -$5.39M -310,636 -66%
Citigroup
213
Citigroup
New York
$2.88M -$688K -39,649 -20%
AAM
214
Aberdeen Asset Management
United Kingdom
$2.83M -$779K -44,905 -22%
HA
215
Havens Advisors
New York
$2.83M
DIS
216
Diversified Investment Strategies
Louisiana
$2.8M -$126K -7,250 -4%
CEI
217
Clark Estates Inc
New York
$2.78M +$225K +13,000 +9%
GIM
218
Goelzer Investment Management
Indiana
$2.74M +$127K +7,308 +5%
GIBU
219
Gulf International Bank (UK)
United Kingdom
$2.74M -$53.4K -3,080 -2%
Nomura Holdings
220
Nomura Holdings
Japan
$2.73M -$1.04M -59,989 -28%
SCM
221
Stanley Capital Management
Texas
$2.71M +$2.63M +151,400 New
AIM
222
Artemis Investment Management
United Kingdom
$2.7M +$2.62M +150,799 New
RIA
223
Regal Investment Advisors
Michigan
$2.67M +$154K +8,878 +6%
BRM
224
Boston Research & Management
Massachusetts
$2.63M +$29.5K +1,700 +1%
SCM
225
Stevens Capital Management
Pennsylvania
$2.63M -$135K -7,810 -5%

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.