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Western Union

562 hedge funds and large institutions have $8.98B invested in Western Union in 2014 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 181 increasing their positions, 232 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $69M | Put options by funds: $40.8M

33% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 40

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

1% more funds holding

Funds holding: 555562 (+7)

0.83% more ownership

Funds ownership: 103.64%104.47% (+0.83%)

8% less capital invested

Capital invested by funds: $9.72B → $8.98B (-$748M)

22% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 232

Holders
562
Holders Change
+7
Holders Change %
+1.26%
% of All Funds
16.31%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
53
Increased
181
Reduced
232
Closed
40
Calls
$69M
Puts
$40.8M
Net Calls
+$28.2M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.06B
Fidelity Investments
2
Fidelity Investments
Massachusetts
$672M -$26.2M -1,523,083 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$636M +$21.7M +1,262,936 +3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$475M +$148M +8,589,089 +41%
State Street
5
State Street
Massachusetts
$360M -$2.99M -173,926 -0.8%
ACM
6
Abrams Capital Management
Massachusetts
$347M +$3.12M +181,230 +0.8%
BIT
7
BlackRock Institutional Trust
California
$221M -$4M -232,299 -2%
AI
8
Ariel Investments
Illinois
$219M -$5.31M -308,385 -2%
Artisan Partners
9
Artisan Partners
Wisconsin
$204M -$133M -7,755,768 -38%
Wells Fargo
10
Wells Fargo
California
$181M +$151M +8,758,570 +350%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$172M -$1.44M -83,608 -0.8%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$153M -$1.78M -103,205 -1%
SAM
13
Southernsun Asset Management
Tennessee
$153M +$5.98M +347,402 +4%
HCM
14
Herndon Capital Management
Georgia
$152M -$5.84M -339,523 -3%
Northern Trust
15
Northern Trust
Illinois
$143M +$3.72M +216,282 +2%
BFA
16
BlackRock Fund Advisors
California
$124M +$1.86M +107,918 +1%
JP Morgan Chase
17
JP Morgan Chase
New York
$96.3M +$6.78M +394,094 +7%
MPI
18
Mairs & Power Inc
Minnesota
$94.5M +$58.3K +3,386 +0.1%
RRAM
19
River Road Asset Management
Kentucky
$92.2M -$1.55M -90,331 -2%
SCP
20
Seizert Capital Partners
Michigan
$85M +$9.4M +546,284 +11%
CB
21
Cooke & Bieler
Pennsylvania
$83.7M -$888K -51,597 -1%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$76.4M +$9.24M +537,063 +13%
Norges Bank
23
Norges Bank
Norway
$72.6M -$69.7M -4,051,717 -47%
BG
24
BlackRock Group
United Kingdom
$71.8M -$4.43M -257,582 -5%
Axa
25
Axa
France
$69M -$219K -12,700 -0.3%

WU Hedge Fund Activity: Q3 2014 in Review

562 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2014, worth a combined $8.98B — down 7.7% from $9.72B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new WU positions and 40 closed out — a net gain of 13 holders — while 181 added to existing stakes and 232 trimmed.

The largest buyer was Wells Fargo, adding an estimated $151M. The largest seller was Artisan Partners, cutting an estimated $133M.

  • 562 institutional investors held Western Union (WU) as of Q3 2014, up from 555 in Q2 2014.
  • Funds reported $8.98B of Western Union stock for Q3 2014, down 7.7% quarter-over-quarter.
  • 53 funds opened new Western Union positions in Q3 2014 and 40 closed out, a net change of +13 holders.
  • The largest Western Union buyer in Q3 2014 was Wells Fargo, an estimated $151M added.
  • The largest Western Union seller in Q3 2014 was Artisan Partners, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2014.