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Western Union

567 hedge funds and large institutions have $10.2B invested in Western Union in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 190 increasing their positions, 226 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

1.21% less ownership

Funds ownership: 105.78%104.57% (-1.2%)

2% less funds holding

Funds holding: 576567 (-9)

8% less capital invested

Capital invested by funds: $11.1B → $10.2B (-$905M)

16% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 226

20% less call options, than puts

Call options by funds: $26.2M | Put options by funds: $32.6M

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

Holders
567
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
14.12%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.12%
New
64
Increased
190
Reduced
226
Closed
63
Calls
$26.2M
Puts
$32.6M
Net Calls
-$6.45M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIL
301
AGF Investments LLC
Ontario, Canada
$881K +$72.6K +3,558 +9%
CAM
302
Capstone Asset Management
Texas
$877K -$3.47K -170 -0.4%
LCM
303
LVM Capital Management
Michigan
$862K -$118K -5,800 -12%
FA
304
FDx Advisors
Illinois
$854K -$134K -6,541 -13%
ECM
305
Elgethun Capital Management
South Dakota
$852K -$444K -21,753 -34%
SMG
306
Spectrum Management Group
Indiana
$851K -$234K -11,475 -22%
VNA
307
Valley National Advisers
Pennsylvania
$843K -$232K -11,383 -22%
IB
308
Intrust Bank
Kansas
$836K -$108K -5,279 -11%
PC
309
Palo Capital
California
$832K -$30.6K -1,498 -4%
LWM
310
Lyons Wealth Management
Florida
$827K +$12.6K +615 +2%
NSEDCP
311
NJ State Employees Deferred Compensation Plan
New Jersey
$814K
TC
312
Telemus Capital
Michigan
$814K +$294K +14,407 +56%
DL
313
Delta Lloyd
Netherlands
$813K
SI
314
Stephens Inc
Arkansas
$812K -$60.7K -2,972 -7%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$805K +$83.3K +4,079 +11%
RJT
316
Raymond James Trust
Florida
$790K -$462K -22,659 -37%
LRIC
317
Long Road Investment Counsel
Michigan
$787K
GHCM
318
Glen Harbor Capital Management
California
$782K +$226K +11,084 +40%
V
319
Veritable
Delaware
$780K -$474K -23,200 -38%
Daiwa Securities Group
320
Daiwa Securities Group
Japan
$764K -$155K -7,600 -17%
AB
321
Amalgamated Bank
New York
$756K -$327K -16,012 -30%
IFS
322
Ifrah Financial Services
Arkansas
$756K -$30.9K -1,514 -4%
FAAS
323
First Allied Advisory Services
California
$755K +$38.3K +1,878 +5%
MF
324
Magnetar Financial
Illinois
$751K +$754K +36,928 New
CSS
325
Cubist Systematic Strategies
Connecticut
$746K -$873K -42,774 -54%

WU Hedge Fund Activity: Q1 2017 in Review

567 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2017, worth a combined $10.2B — down 8.1% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WU positions and 63 closed out — a net gain of 1 holder — while 190 added to existing stakes and 226 trimmed.

The largest buyer was BlackRock, adding an estimated $683M. The largest seller was Skandinaviska Enskilda Banken (SEB), cutting an estimated $104M.

  • 567 institutional investors held Western Union (WU) as of Q1 2017, down from 576 in Q4 2016.
  • Funds reported $10.2B of Western Union stock for Q1 2017, down 8.1% quarter-over-quarter.
  • 64 funds opened new Western Union positions in Q1 2017 and 63 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q1 2017 was BlackRock, an estimated $683M added.
  • The largest Western Union seller in Q1 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $104M sold.

Based on aggregated 13F filings for Q1 2017.