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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.07B +$253M +14,437,688 +30%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$795M +$205M +11,705,080 +34%
Vanguard Group
3
Vanguard Group
Pennsylvania
$683M +$51.1M +2,916,270 +8%
State Street
4
State Street
Massachusetts
$406M +$11.3M +644,798 +3%
Artisan Partners
5
Artisan Partners
Wisconsin
$388M +$34.8M +1,985,909 +10%
ACM
6
Abrams Capital Management
Massachusetts
$300M
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$250M -$2.72M -155,335 -1%
BIT
8
BlackRock Institutional Trust
California
$248M -$4.35M -248,394 -2%
AI
9
Ariel Investments
Illinois
$210M +$28.5M +1,625,020 +15%
HCM
10
Herndon Capital Management
Georgia
$184M +$36.6M +2,088,537 +24%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$166M +$592K +33,785 +0.4%
Northern Trust
12
Northern Trust
Illinois
$155M -$11M -627,286 -7%
RRAM
13
River Road Asset Management
Kentucky
$137M +$12.1M +693,022 +10%
BFA
14
BlackRock Fund Advisors
California
$132M +$15.3M +874,020 +13%
SAM
15
Southernsun Asset Management
Tennessee
$122M +$41.3M +2,356,368 +50%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$122M -$63.3M -3,610,615 -34%
BAM
17
Burgundy Asset Management
Ontario, Canada
$100M -$15.6M -892,855 -13%
CB
18
Cooke & Bieler
Pennsylvania
$98.1M -$5.27M -300,949 -5%
MPI
19
Mairs & Power Inc
Minnesota
$90.1M +$36.4M +2,078,616 +66%
TCIM
20
TIAA CREF Investment Management
New York
$87.9M +$13.2M +752,345 +17%
JP Morgan Chase
21
JP Morgan Chase
New York
$85.4M +$32M +1,824,484 +58%
BG
22
BlackRock Group
United Kingdom
$81.4M -$2.36M -134,782 -3%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$80.1M +$13.2M +753,062 +19%
SCP
24
Seizert Capital Partners
Michigan
$80.1M +$6.78M +386,849 +9%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$78.4M +$26.9M +1,534,275 +51%

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.