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Western Union

569 hedge funds and large institutions have $9.51B invested in Western Union in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 237 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $12.6M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.04% more ownership

Funds ownership: 106.31%107.36% (+1%)

2% more capital invested

Capital invested by funds: $9.28B → $9.51B (+$226M)

9% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 66

2% less funds holding

Funds holding: 583569 (-14)

26% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 237

Holders
569
Holders Change
-14
Holders Change %
-2.4%
% of All Funds
13.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
60
Increased
175
Reduced
237
Closed
66
Calls
$24.7M
Puts
$12.6M
Net Calls
+$12.1M
Net Calls Change
+$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Boyar Asset Management
New York
$693K +$44.7K +2,229 +7%
WAM
302
World Asset Management
Michigan
$655K -$217K -10,788 -24%
SAM
303
Shell Asset Management
Netherlands
$651K
ONB
304
Old National Bancorp
Indiana
$649K -$96.1K -4,786 -12%
LNB
305
Ledyard National Bank
$643K -$23.6K -1,177 -3%
MCIM
306
Meadow Creek Investment Management
Georgia
$643K +$11.2K +560 +2%
HH
307
Hilltop Holdings
Texas
$640K +$157K +7,841 +31%
LPL Financial
308
LPL Financial
California
$636K -$633K -31,556 -49%
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$634K -$12.1K -601 -2%
SIM
310
Sentry Investment Management
Wisconsin
$631K +$653K +32,546 +13,123%
CS
311
Candriam SCA
Luxembourg
$628K -$319K -15,909 -33%
TC
312
Trilogy Capital
California
$624K +$652K +32,462 New
VNA
313
Valley National Advisers
Pennsylvania
$620K +$101K +5,008 +18%
DCM
314
Dupont Capital Management
Delaware
$607K +$593K +29,564 +1,485%
CG
315
Caprock Group
Idaho
$598K -$93.8K -4,675 -13%
AC
316
Addison Capital
Pennsylvania
$596K -$9.41K -469 -1%
VCM
317
Virtue Capital Management
Tennessee
$590K -$76.4K -3,808 -11%
V
318
Veritable
Delaware
$589K -$40.3K -2,010 -6%
ASN
319
Advisory Services Network
Georgia
$587K +$205K +10,204 +50%
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$581K +$1.69K +84 +0.3%
LIC
321
Lodestar Investment Counsel
Illinois
$575K
OWA
322
One Wealth Advisors
California
$569K -$33.4K -1,666 -5%
LTFS
323
Ladenburg Thalmann Financial Services
Florida
$566K +$20.5K +1,021 +4%
CONA
324
Capital One National Association
New York
$565K +$590K +29,407 New
MF
325
Magnetar Financial
Illinois
$563K -$2.67M -133,040 -82%

WU Hedge Fund Activity: Q1 2018 in Review

569 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2018, worth a combined $9.51B — up 2.4% from $9.28B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 60 opened new positions — a net loss of 6 holders — while 237 trimmed existing stakes and 175 added.

The largest buyer was BlackRock, adding an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $240M.

  • 569 institutional investors held Western Union (WU) as of Q1 2018, down from 583 in Q4 2017.
  • Funds reported $9.51B of Western Union stock for Q1 2018, up 2.4% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q1 2018 and 66 closed out, a net change of -6 holders.
  • The largest Western Union buyer in Q1 2018 was BlackRock, an estimated $212M added.
  • The largest Western Union seller in Q1 2018 was Capital Research Global Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2018.