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Western Union

528 hedge funds and large institutions have $9.16B invested in Western Union in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 180 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.62% less ownership

Funds ownership: 103.43%102.81% (-0.62%)

1% less capital invested

Capital invested by funds: $9.29B → $9.16B (-$132M)

4% less funds holding

Funds holding: 549528 (-21)

12% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 204

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

59% less call options, than puts

Call options by funds: $8.69M | Put options by funds: $21.1M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
13.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
39
Increased
180
Reduced
204
Closed
51
Calls
$8.69M
Puts
$21.1M
Net Calls
-$12.4M
Net Calls Change
+$669K
Name Holding Trade Value Shares
Change
Change in
Stake
WCBA
276
Weaver C. Barksdale & Associates
Tennessee
$859K
PC
277
Palo Capital
California
$858K +$57.5K +3,018 +7%
HI
278
Horizon Investments
North Carolina
$847K +$837K +43,916 New
NMERB
279
New Mexico Educational Retirement Board
New Mexico
$842K
ZCA
280
Zeke Capital Advisors
Pennsylvania
$839K +$474K +24,862 +132%
AIM
281
Assured Investment Management
New York
$834K -$409K -21,457 -33%
SGA
282
Strategic Global Advisors
California
$832K
CGH
283
Crossmark Global Holdings
Texas
$824K +$819K +42,941 New
JIM
284
Jensen Investment Management
Oregon
$802K +$250K +13,110 +46%
PAM
285
Panagora Asset Management
Massachusetts
$789K -$2.11M -110,531 -73%
FA
286
FDx Advisors
Illinois
$769K -$134K -7,004 -15%
NSEDCP
287
NJ State Employees Deferred Compensation Plan
New Jersey
$768K
LCM
288
LVM Capital Management
Michigan
$747K -$38.1K -2,000 -5%
LRIC
289
Long Road Investment Counsel
Michigan
$743K
SC
290
Scotia Capital
Ontario, Canada
$734K +$729K +38,244 New
COPPSERS
291
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$725K +$51.9K +2,724 +8%
GHCM
292
Glen Harbor Capital Management
California
$713K +$5.83K +306 +0.8%
IFS
293
Ifrah Financial Services
Arkansas
$705K -$1.96K -103 -0.3%
BCM
294
Bayesian Capital Management
New York
$705K +$700K +36,700 New
PG
295
PEAK6 Group
Illinois
$688K +$19.9K +1,045 +3%
PAM
296
Premier Asset Management
Illinois
$686K
HIMC
297
Heritage Investors Management Corp
Maryland
$675K +$7.01K +368 +1%
SI
298
Stephens Inc
Arkansas
$674K -$150K -7,868 -18%
VSWA
299
Vontobel Swiss Wealth Advisors
Switzerland
$671K +$172K +9,000 +35%
CT
300
Coastline Trust
Rhode Island
$664K +$121K +6,330 +22%

WU Hedge Fund Activity: Q3 2017 in Review

528 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2017, worth a combined $9.16B — down 1.4% from $9.29B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of WU and 39 opened new positions — a net loss of 12 holders — while 204 trimmed existing stakes and 180 added.

The largest buyer was Vanguard Group, adding an estimated $25M. The largest seller was Schroder Investment Management Group, cutting an estimated $74.8M.

  • 528 institutional investors held Western Union (WU) as of Q3 2017, down from 549 in Q2 2017.
  • Funds reported $9.16B of Western Union stock for Q3 2017, down 1.4% quarter-over-quarter.
  • 39 funds opened new Western Union positions in Q3 2017 and 51 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q3 2017 was Vanguard Group, an estimated $25M added.
  • The largest Western Union seller in Q3 2017 was Schroder Investment Management Group, an estimated $74.8M sold.

Based on aggregated 13F filings for Q3 2017.