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Western Union

557 hedge funds and large institutions have $9.04B invested in Western Union in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 204 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $8.27M

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

0.33% more ownership

Funds ownership: 105.7%106.03% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 559557 (-2)

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 204

9% less capital invested

Capital invested by funds: $9.89B → $9.04B (-$849M)

Holders
557
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
12.73%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
51
Increased
194
Reduced
204
Closed
47
Calls
$12.9M
Puts
$8.27M
Net Calls
+$4.67M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
326
Mariner
Kansas
$493K +$34.7K +1,785 +7%
LTFS
327
Ladenburg Thalmann Financial Services
Florida
$489K -$74K -3,811 -13%
LPL Financial
328
LPL Financial
California
$468K -$111K -5,699 -19%
FI
329
FormulaFolio Investments
Michigan
$461K -$29.6K -1,526 -6%
LIA
330
LS Investment Advisors
Michigan
$452K +$20.8K +1,073 +5%
CBU
331
CIBC Bank USA
Illinois
$449K
Creative Planning
332
Creative Planning
Kansas
$443K +$83.3K +4,289 +23%
TAM
333
Tyers Asset Management
Texas
$434K +$48.5K +2,496 +12%
SC
334
Schulhoff & Co
Ohio
$430K
RFC
335
Regions Financial Corp
Alabama
$427K +$13.4K +691 +3%
TC
336
Telemus Capital
Michigan
$419K -$380K -19,595 -47%
UCFA
337
United Capital Financial Advisors
Texas
$413K -$135K -6,941 -24%
CK
338
Cohen Klingenstein
New York
$410K
ZCA
339
Zeke Capital Advisors
Pennsylvania
$408K
CG
340
Caprock Group
Idaho
$404K -$29.1K -1,499 -7%
SS
341
Simplicity Solutions
Minnesota
$397K -$764K -39,363 -65%
SFM
342
Signature Financial Management
Virginia
$387K
CFMC
343
Curbstone Financial Management Corp
New Hampshire
$385K
QAM
344
Quantres Asset Management
Cayman Islands
$385K +$128K +6,600 +49%
FHB
345
First Hawaiian Bank
Hawaii
$385K +$392K +20,167 New
Thrivent Financial for Lutherans
346
Thrivent Financial for Lutherans
Minnesota
$377K +$8.48K +437 +2%
MML Investors Services
347
MML Investors Services
Massachusetts
$369K +$116K +5,976 +45%
SBH
348
Segall Bryant & Hamill
Illinois
$367K
KRS
349
Kentucky Retirement Systems
Kentucky
$363K -$10K -515 -3%
KOCAA
350
Knights of Columbus Asset Advisors
Connecticut
$358K +$364K +18,762 New

WU Hedge Fund Activity: Q3 2018 in Review

557 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2018, worth a combined $9.04B — down 8.6% from $9.89B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WU positions and 47 closed out — a net gain of 4 holders — while 194 added to existing stakes and 204 trimmed.

The largest buyer was Capital World Investors, adding an estimated $175M. The largest seller was Capital Research Global Investors, cutting an estimated $237M.

  • 557 institutional investors held Western Union (WU) as of Q3 2018, down from 559 in Q2 2018.
  • Funds reported $9.04B of Western Union stock for Q3 2018, down 8.6% quarter-over-quarter.
  • 51 funds opened new Western Union positions in Q3 2018 and 47 closed out, a net change of +4 holders.
  • The largest Western Union buyer in Q3 2018 was Capital World Investors, an estimated $175M added.
  • The largest Western Union seller in Q3 2018 was Capital Research Global Investors, an estimated $237M sold.

Based on aggregated 13F filings for Q3 2018.