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Western Union

583 hedge funds and large institutions have $9.28B invested in Western Union in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 39

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more funds holding

Funds holding: 528583 (+55)

3.5% more ownership

Funds ownership: 102.81%106.31% (+3.5%)

1% more capital invested

Capital invested by funds: $9.16B → $9.28B (+$123M)

7% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 199

59% less call options, than puts

Call options by funds: $14M | Put options by funds: $34M

Holders
583
Holders Change
+55
Holders Change %
+10.42%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
97
Increased
186
Reduced
199
Closed
39
Calls
$14M
Puts
$34M
Net Calls
-$20M
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
326
Virtue Capital Management
Tennessee
$659K +$680K +34,649 New
LNB
327
Ledyard National Bank
$658K +$48.8K +2,489 +8%
Cerity Partners
328
Cerity Partners
New York
$651K +$392 +20 +0.1%
BAM
329
Boyar Asset Management
New York
$643K -$13.3K -677 -2%
SAM
330
Shell Asset Management
Netherlands
$643K +$300K +15,311 +83%
CT
331
CPF Texas
Texas
$639K +$660K +33,655 New
SMDAM
332
Sumitomo Mitsui DS Asset Management
Japan
$638K -$19.2K -976 -3%
KI
333
Koch Industries
Kansas
$630K +$651K +33,158 New
MCIM
334
Meadow Creek Investment Management
Georgia
$625K +$45.1K +2,296 +8%
V
335
Veritable
Delaware
$621K -$19K -968 -3%
GCP
336
GSA Capital Partners
United Kingdom
$619K +$43.1K +2,197 +7%
PWW
337
Pettyjohn Wood & White
Virginia
$608K -$271K -13,810 -30%
TC
338
Telemus Capital
Michigan
$600K -$14.8K -754 -2%
AC
339
Addison Capital
Pennsylvania
$598K -$29.8K -1,517 -5%
OWA
340
One Wealth Advisors
California
$594K +$613K +31,234 New
ERSOT
341
Employees Retirement System of Texas
Texas
$589K -$39.2K -2,000 -6%
VSWA
342
Vontobel Swiss Wealth Advisors
Switzerland
$588K -$78.5K -4,000 -11%
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$573K +$307K +15,639 +108%
LIC
344
Lodestar Investment Counsel
Illinois
$568K
IB
345
Intrust Bank
Kansas
$555K -$22.5K -1,146 -4%
GG
346
Gofen & Glossberg
Illinois
$545K -$391K -19,919 -41%
LCM
347
Leisure Capital Management
California
$544K -$25.5K -1,301 -4%
LTFS
348
Ladenburg Thalmann Financial Services
Florida
$540K +$227K +11,554 +69%
KRS
349
Kentucky Retirement Systems
Kentucky
$538K -$12K -613 -2%
WBC
350
Westpac Banking Corp
Australia
$538K

WU Hedge Fund Activity: Q4 2017 in Review

583 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2017, worth a combined $9.28B — up 1.3% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new WU positions and 39 closed out — a net gain of 58 holders — while 186 added to existing stakes and 199 trimmed.

The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $104M. The largest seller was Capital Research Global Investors, cutting an estimated $91.4M.

  • 583 institutional investors held Western Union (WU) as of Q4 2017, up from 528 in Q3 2017.
  • Funds reported $9.28B of Western Union stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 97 funds opened new Western Union positions in Q4 2017 and 39 closed out, a net change of +58 holders.
  • The largest Western Union buyer in Q4 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $104M added.
  • The largest Western Union seller in Q4 2017 was Capital Research Global Investors, an estimated $91.4M sold.

Based on aggregated 13F filings for Q4 2017.