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Western Union

555 hedge funds and large institutions have $9.72B invested in Western Union in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 197 increasing their positions, 229 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $99.2M | Put options by funds: $47.2M

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

6% more capital invested

Capital invested by funds: $9.17B → $9.72B (+$555M)

1.65% more ownership

Funds ownership: 101.99%103.64% (+1.6%)

2% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 42

1% less funds holding

Funds holding: 560555 (-5)

14% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 229

Holders
555
Holders Change
-5
Holders Change %
-0.89%
% of All Funds
15.95%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.37%
New
43
Increased
197
Reduced
229
Closed
42
Calls
$99.2M
Puts
$47.2M
Net Calls
+$52M
Net Calls Change
+$21.3B
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.15B +$184K +11,400 +0%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$753M -$29.9M -1,854,234 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$665M -$14.4M -891,835 -2%
State Street
4
State Street
Massachusetts
$392M +$2.05M +126,748 +0.6%
ACM
5
Abrams Capital Management
Massachusetts
$372M +$65.7M +4,065,000 +23%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$365M +$104M +6,425,796 +44%
Artisan Partners
7
Artisan Partners
Wisconsin
$355M -$7.37M -456,473 -2%
BIT
8
BlackRock Institutional Trust
California
$243M -$4.82M -298,426 -2%
AI
9
Ariel Investments
Illinois
$242M +$3.42M +211,639 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$187M -$1.83M -113,099 -1%
HCM
11
Herndon Capital Management
Georgia
$169M -$24.1M -1,489,357 -13%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$167M +$216K +13,379 +0.1%
SAM
13
Southernsun Asset Management
Tennessee
$159M +$25.3M +1,565,652 +21%
Northern Trust
14
Northern Trust
Illinois
$151M -$9.74M -602,859 -6%
Norges Bank
15
Norges Bank
Norway
$149M +$70.3M +4,352,302 +103%
AllianceBernstein
16
AllianceBernstein
Tennessee
$141M -$3.78M -234,130 -3%
BFA
17
BlackRock Fund Advisors
California
$132M -$3.33M -206,307 -3%
DCM
18
Discovery Capital Management
Connecticut
$121M +$113M +6,995,733 New
MPI
19
Mairs & Power Inc
Minnesota
$102M +$3.05M +188,833 +3%
RRAM
20
River Road Asset Management
Kentucky
$101M -$35.9M -2,225,133 -28%
JP Morgan Chase
21
JP Morgan Chase
New York
$97.3M -$42.8M -2,649,981 -32%
CB
22
Cooke & Bieler
Pennsylvania
$91.4M -$5.05M -312,876 -6%
SCP
23
Seizert Capital Partners
Michigan
$82.4M +$344K +21,315 +0.5%
BG
24
BlackRock Group
United Kingdom
$82.1M +$248K +15,355 +0.3%
Axa
25
Axa
France
$74.8M +$59.8M +3,700,660 +604%

WU Hedge Fund Activity: Q2 2014 in Review

555 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2014, worth a combined $9.72B — up 6.1% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new WU positions and 42 closed out — a net gain of 1 holder — while 197 added to existing stakes and 229 trimmed.

The largest buyer was Discovery Capital Management, opening a new position worth an estimated $113M. The largest seller was Burgundy Asset Management, exiting entirely with an estimated $97.9M sold.

  • 555 institutional investors held Western Union (WU) as of Q2 2014, down from 560 in Q1 2014.
  • Funds reported $9.72B of Western Union stock for Q2 2014, up 6.1% quarter-over-quarter.
  • 43 funds opened new Western Union positions in Q2 2014 and 42 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q2 2014 was Discovery Capital Management, an estimated $113M added.
  • The largest Western Union seller in Q2 2014 was Burgundy Asset Management, an estimated $97.9M sold.

Based on aggregated 13F filings for Q2 2014.