We are live on ! Find out more
WU icon

Western Union

549 hedge funds and large institutions have $9.29B invested in Western Union in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 176 increasing their positions, 229 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% less ownership

Funds ownership: 104.57%103.43% (-1.1%)

3% less funds holding

Funds holding: 567549 (-18)

9% less capital invested

Capital invested by funds: $10.2B → $9.29B (-$948M)

21% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 58

23% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 229

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

45% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $28.9M

Holders
549
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
13.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
46
Increased
176
Reduced
229
Closed
58
Calls
$15.8M
Puts
$28.9M
Net Calls
-$13.1M
Net Calls Change
-$6.66M
Name Holding Trade Value Shares
Change
Change in
Stake
OWIM
301
Old West Investment Management
California
$844K -$45.6K -2,358 -5%
RJT
302
Raymond James Trust
Florida
$833K +$94.7K +4,895 +13%
SGA
303
Strategic Global Advisors
California
$826K
SI
304
Stephens Inc
Arkansas
$818K +$59.4K +3,067 +8%
AC
305
Allstate Corporation
Illinois
$816K +$829K +42,837 New
CPO
306
Cerity Partners OCIO
New York
$812K +$825K +42,627 New
IPC
307
Independent Portfolio Consultants
Florida
$811K -$1.18M -60,802 -59%
CAM
308
Capstone Asset Management
Texas
$804K -$17.6K -909 -2%
FM
309
Foster & Motley
Ohio
$794K -$212K -10,956 -21%
PC
310
Palo Capital
California
$794K +$14.6K +753 +2%
LCM
311
LVM Capital Management
Michigan
$780K -$28.1K -1,450 -3%
NSEDCP
312
NJ State Employees Deferred Compensation Plan
New Jersey
$762K
DL
313
Delta Lloyd
Netherlands
$761K
TA
314
Tiedemann Advisors
New York
$758K +$189K +9,757 +32%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$749K -$4.2K -217 -0.5%
LRIC
316
Long Road Investment Counsel
Michigan
$737K
ECM
317
Elgethun Capital Management
South Dakota
$709K -$90K -4,651 -11%
AC
318
Addison Capital
Pennsylvania
$709K +$41.8K +2,158 +6%
GHCM
319
Glen Harbor Capital Management
California
$702K -$30.9K -1,598 -4%
IFS
320
Ifrah Financial Services
Arkansas
$702K -$6.12K -316 -0.9%
PAM
321
Premier Asset Management
Illinois
$681K
Nomura Holdings
322
Nomura Holdings
Japan
$679K +$689K +35,620 New
VNA
323
Valley National Advisers
Pennsylvania
$667K -$124K -6,382 -15%
V
324
Veritable
Delaware
$667K -$63.9K -3,303 -9%
COPPSERS
325
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$667K -$12.8K -662 -2%

WU Hedge Fund Activity: Q2 2017 in Review

549 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2017, worth a combined $9.29B — down 9.3% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of WU and 46 opened new positions — a net loss of 12 holders — while 229 trimmed existing stakes and 176 added.

The largest buyer was Bank of Montreal, adding an estimated $35.5M. The largest seller was Ninety One (UK), exiting entirely with an estimated $90M sold.

  • 549 institutional investors held Western Union (WU) as of Q2 2017, down from 567 in Q1 2017.
  • Funds reported $9.29B of Western Union stock for Q2 2017, down 9.3% quarter-over-quarter.
  • 46 funds opened new Western Union positions in Q2 2017 and 58 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q2 2017 was Bank of Montreal, an estimated $35.5M added.
  • The largest Western Union seller in Q2 2017 was Ninety One (UK), an estimated $90M sold.

Based on aggregated 13F filings for Q2 2017.