Western Union
600 hedge funds and large institutions have $9.54B invested in Western Union in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 212 increasing their positions, 227 reducing their positions, and 63 closing their positions.
113% more call options, than puts
Call options by funds: $112M | Put options by funds: $52.6M
24% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 63
4.09% more ownership
Funds ownership: 96% → 100.09% (+4.1%)
1% more funds holding
Funds holding: 593 → 600 (+7)
4% less capital invested
Capital invested by funds: $9.89B → $9.54B (-$348M)
7% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 227
53% less funds holding in top 10
Funds holding in top 10: 30 → 14 (-16)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$253M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$205M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$53M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$51.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$49.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$249M |
| 2 |
Bank of New York Mellon
New York
|
-$63.3M |
| 3 |
CCM
Cornerstone Capital Management
Edina,
Minnesota
|
-$63.2M |
| 4 |
RIM
RS Investment Management
San Francisco,
California
|
-$52.8M |
| 5 |
GE
General Electric
Evendale,
Ohio
|
-$35.7M |
WU Hedge Fund Activity: Q4 2013 in Review
600 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2013, worth a combined $9.54B — down 3.5% from $9.89B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new WU positions and 63 closed out — a net gain of 15 holders — while 212 added to existing stakes and 227 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $253M. The largest seller was American International Group, cutting an estimated $249M.
- 600 institutional investors held Western Union (WU) as of Q4 2013, up from 593 in Q3 2013.
- Funds reported $9.54B of Western Union stock for Q4 2013, down 3.5% quarter-over-quarter.
- 78 funds opened new Western Union positions in Q4 2013 and 63 closed out, a net change of +15 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.