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Western Union

560 hedge funds and large institutions have $9.17B invested in Western Union in 2014 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 195 increasing their positions, 245 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.9% more ownership

Funds ownership: 100.09%101.99% (+1.9%)

3% less capital invested

Capital invested by funds: $9.46B → $9.17B (-$288M)

6% less funds holding

Funds holding: 598560 (-38)

20% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 245

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

41% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 76

100% less call options, than puts

Call options by funds: $45.9M | Put options by funds: $21.3B

Holders
560
Holders Change
-38
Holders Change %
-6.35%
% of All Funds
16.18%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.32%
New
45
Increased
195
Reduced
245
Closed
76
Calls
$45.9M
Puts
$21.3B
Net Calls
-$21.3B
Net Calls Change
-$21.3B
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.08B +$73.4M +4,505,490 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$741M -$13.7M -838,287 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$642M -$5.62M -345,346 -0.9%
State Street
4
State Street
Massachusetts
$368M -$17.3M -1,062,997 -5%
Artisan Partners
5
Artisan Partners
Wisconsin
$343M -$25.1M -1,540,528 -7%
ACM
6
Abrams Capital Management
Massachusetts
$284M
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$239M +$1.37M +84,400 +0.6%
BIT
8
BlackRock Institutional Trust
California
$234M -$709K -43,528 -0.3%
AI
9
Ariel Investments
Illinois
$225M +$25.7M +1,576,539 +13%
HCM
10
Herndon Capital Management
Georgia
$184M +$8.71M +534,963 +5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$178M +$62.6M +3,845,478 +54%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$158M +$829K +50,886 +0.5%
Northern Trust
13
Northern Trust
Illinois
$152M +$5.42M +332,693 +4%
AllianceBernstein
14
AllianceBernstein
Tennessee
$137M +$119M +7,327,808 +690%
JP Morgan Chase
15
JP Morgan Chase
New York
$135M +$54M +3,314,022 +67%
RRAM
16
River Road Asset Management
Kentucky
$132M +$1.93M +118,728 +1%
BFA
17
BlackRock Fund Advisors
California
$128M +$2.38M +145,841 +2%
SAM
18
Southernsun Asset Management
Tennessee
$125M +$8.94M +548,902 +8%
BAM
19
Burgundy Asset Management
Ontario, Canada
$97.9M +$2.77M +169,996 +3%
MPI
20
Mairs & Power Inc
Minnesota
$93.3M +$7.77M +476,905 +9%
CB
21
Cooke & Bieler
Pennsylvania
$91.3M -$1.69M -103,886 -2%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$81.2M +$6.83M +419,282 +9%
SCP
23
Seizert Capital Partners
Michigan
$77.4M +$1.43M +87,967 +2%
BG
24
BlackRock Group
United Kingdom
$77.2M -$2.61K -160 -0%
Invesco
25
Invesco
Georgia
$73M +$15.6M +956,423 +27%

WU Hedge Fund Activity: Q1 2014 in Review

560 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2014, worth a combined $9.17B — down 3% from $9.46B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of WU and 45 opened new positions — a net loss of 31 holders — while 245 trimmed existing stakes and 195 added.

The largest buyer was AllianceBernstein, adding an estimated $119M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $94.9M.

  • 560 institutional investors held Western Union (WU) as of Q1 2014, down from 598 in Q4 2013.
  • Funds reported $9.17B of Western Union stock for Q1 2014, down 3% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q1 2014 and 76 closed out, a net change of -31 holders.
  • The largest Western Union buyer in Q1 2014 was AllianceBernstein, an estimated $119M added.
  • The largest Western Union seller in Q1 2014 was Manulife (Manufacturers Life Insurance), an estimated $94.9M sold.

Based on aggregated 13F filings for Q1 2014.