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Western Union

559 hedge funds and large institutions have $9.89B invested in Western Union in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 172 increasing their positions, 233 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $9.51B → $9.89B (+$379M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

1.65% less ownership

Funds ownership: 107.36%105.7% (-1.7%)

2% less funds holding

Funds holding: 569559 (-10)

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 233

36% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $22.1M

Holders
559
Holders Change
-10
Holders Change %
-1.76%
% of All Funds
12.8%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
45
Increased
172
Reduced
233
Closed
48
Calls
$14.2M
Puts
$22.1M
Net Calls
-$7.89M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
301
M&T Bank
New York
$704K -$887K -44,534 -56%
DCM
302
Dupont Capital Management
Delaware
$696K +$53K +2,660 +8%
VF
303
Virtu Financial
New York
$696K +$682K +34,237 New
LNB
304
Ledyard National Bank
$680K
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$679K +$8.8K +442 +1%
TC
306
Trilogy Capital
California
$657K -$2.57K -129 -0.4%
FA
307
FDx Advisors
Illinois
$654K -$1.83M -91,986 -74%
VNA
308
Valley National Advisers
Pennsylvania
$652K -$3.25K -163 -0.5%
WAM
309
World Asset Management
Michigan
$648K -$43.6K -2,189 -6%
CONA
310
Capital One National Association
New York
$641K +$42.3K +2,126 +7%
BCM
311
Bayesian Capital Management
New York
$628K +$309K +15,500 +101%
LCM
312
Laurion Capital Management
New York
$626K -$867K -43,553 -59%
V
313
Veritable
Delaware
$623K +$478 +24 +0.1%
LPL Financial
314
LPL Financial
California
$615K -$55.8K -2,802 -8%
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$613K -$2.25K -113 -0.4%
AC
316
Addison Capital
Pennsylvania
$612K -$18.1K -907 -3%
LIC
317
Lodestar Investment Counsel
Illinois
$607K
SIM
318
Sentry Investment Management
Wisconsin
$599K -$66.5K -3,340 -10%
ERSOT
319
Employees Retirement System of Texas
Texas
$590K
UCFA
320
United Capital Financial Advisors
Texas
$584K +$56K +2,812 +11%
WBC
321
Westpac Banking Corp
Australia
$575K
CT
322
Coastline Trust
Rhode Island
$570K +$74.9K +3,764 +16%
II
323
IFM Investors
Australia
$569K +$130K +6,525 +30%
DIM
324
DC Investments Management
Virginia
$569K +$557K +27,978 New
SAM
325
Shell Asset Management
Netherlands
$567K -$119K -5,954 -18%

WU Hedge Fund Activity: Q2 2018 in Review

559 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2018, worth a combined $9.89B — up 4% from $9.51B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of WU and 45 opened new positions — a net loss of 3 holders — while 233 trimmed existing stakes and 172 added.

The largest buyer was Jupiter Asset Management, adding an estimated $86.8M. The largest seller was Guggenheim Capital, cutting an estimated $57.3M.

  • 559 institutional investors held Western Union (WU) as of Q2 2018, down from 569 in Q1 2018.
  • Funds reported $9.89B of Western Union stock for Q2 2018, up 4% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q2 2018 and 48 closed out, a net change of -3 holders.
  • The largest Western Union buyer in Q2 2018 was Jupiter Asset Management, an estimated $86.8M added.
  • The largest Western Union seller in Q2 2018 was Guggenheim Capital, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2018.