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Western Union

586 hedge funds and large institutions have $9.79B invested in Western Union in 2014 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 253 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 39

47% more call options, than puts

Call options by funds: $93.3M | Put options by funds: $63.3M

9% more capital invested

Capital invested by funds: $8.98B → $9.79B (+$812M)

4% more funds holding

Funds holding: 562586 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.2% less ownership

Funds ownership: 104.47%104.27% (-0.2%)

30% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 253

Holders
586
Holders Change
+24
Holders Change %
+4.27%
% of All Funds
15.63%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
72
Increased
177
Reduced
253
Closed
39
Calls
$93.3M
Puts
$63.3M
Net Calls
+$30M
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.19B
Fidelity Investments
2
Fidelity Investments
Massachusetts
$775M +$23.5M +1,357,053 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$761M +$49.1M +2,831,046 +7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$567M +$35.4M +2,039,131 +7%
State Street
5
State Street
Massachusetts
$407M +$5.06M +291,702 +1%
ACM
6
Abrams Capital Management
Massachusetts
$387M
AI
7
Ariel Investments
Illinois
$250M +$5M +288,215 +2%
BIT
8
BlackRock Institutional Trust
California
$246M -$1.13M -64,932 -0.5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$191M -$284K -16,361 -0.2%
Wells Fargo
10
Wells Fargo
California
$183M -$17.7M -1,020,383 -9%
SAM
11
Southernsun Asset Management
Tennessee
$174M +$3.32M +191,277 +2%
HCM
12
Herndon Capital Management
Georgia
$169M +$469K +27,044 +0.3%
Northern Trust
13
Northern Trust
Illinois
$163M +$3.26M +187,723 +2%
BFA
14
BlackRock Fund Advisors
California
$151M +$12M +692,643 +9%
MPI
15
Mairs & Power Inc
Minnesota
$105M -$302K -17,435 -0.3%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$104M +$18.4M +1,059,669 +22%
AL
17
AJO LP
Pennsylvania
$103M +$100M +5,770,470 New
RRAM
18
River Road Asset Management
Kentucky
$94.6M -$8.11M -467,382 -8%
LAM
19
Lyrical Asset Management
New York
$93.2M +$19.5M +1,126,356 +28%
CB
20
Cooke & Bieler
Pennsylvania
$92.3M -$1.11M -63,890 -1%
Deutsche Bank
21
Deutsche Bank
Germany
$85.3M +$42.9M +2,473,887 +108%
SCP
22
Seizert Capital Partners
Michigan
$82.3M -$12.2M -703,356 -13%
Norges Bank
23
Norges Bank
Norway
$82.1M +$1.07M +61,538 +1%
BG
24
BlackRock Group
United Kingdom
$81.6M +$1.38M +79,315 +2%
Axa
25
Axa
France
$81M +$3.85M +222,000 +5%

WU Hedge Fund Activity: Q4 2014 in Review

586 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2014, worth a combined $9.79B — up 9% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new WU positions and 39 closed out — a net gain of 33 holders — while 177 added to existing stakes and 253 trimmed.

The largest buyer was AJO LP, opening a new position worth an estimated $100M. The largest seller was Artisan Partners, exiting entirely with an estimated $204M sold.

  • 586 institutional investors held Western Union (WU) as of Q4 2014, up from 562 in Q3 2014.
  • Funds reported $9.79B of Western Union stock for Q4 2014, up 9% quarter-over-quarter.
  • 72 funds opened new Western Union positions in Q4 2014 and 39 closed out, a net change of +33 holders.
  • The largest Western Union buyer in Q4 2014 was AJO LP, an estimated $100M added.
  • The largest Western Union seller in Q4 2014 was Artisan Partners, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2014.