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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
TU
351
TDAM USA
Ontario, Canada
$534K -$27.9K -1,440 -5%
CG
352
Clinton Group
New York
$530K -$2.83M -146,019 -84%
AMI
353
Amica Mutual Insurance
Rhode Island
$512K
CBB
354
Citizens Business Bank
California
$509K
P
355
Pitcairn
Pennsylvania
$498K +$506K +26,120 New
FCBT
356
First Citizens Bank & Trust
North Carolina
$494K -$81.9K -4,233 -14%
VSWA
357
Vontobel Swiss Wealth Advisors
Switzerland
$494K +$189K +9,775 +60%
OMCS
358
Old Mutual Customised Solutions
South Africa
$490K
SS
359
Simplicity Solutions
Minnesota
$487K +$61.6K +3,181 +14%
AIM
360
Alambic Investment Management
California
$479K +$487K +25,150 New
SC
361
Schulhoff & Co
Ohio
$459K -$15.5K -800 -3%
EP
362
Elkfork Partners
Oregon
$454K -$20K -1,034 -4%
CBU
363
CIBC Bank USA
Illinois
$448K
MYAM
364
Meiji Yasuda Asset Management
Japan
$444K +$451K +23,307 New
LNB
365
Ledyard National Bank
$432K -$36K -1,858 -8%
BBHC
366
Brown Brothers Harriman & Co
New York
$429K -$28.1K -1,450 -6%
LIA
367
LS Investment Advisors
Michigan
$425K +$25.1K +1,297 +6%
DVM
368
Dreman Value Management
Florida
$425K +$40.3K +2,081 +10%
VIA
369
Vident Investment Advisory
Georgia
$418K -$1.74K -90 -0.4%
HHC
370
Hutchin Hill Capital
New York
$413K -$3.22M -166,300 -88%
TF
371
TIAA FSB
Florida
$413K +$419K +21,666 New
FB
372
Fulton Bank
Pennsylvania
$410K -$6.66K -344 -2%
CK
373
Cohen Klingenstein
New York
$410K
ASN
374
Advisory Services Network
Georgia
$402K +$16.6K +858 +4%
SO
375
STRS Ohio
Ohio
$395K +$9.02K +466 +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.