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Western Union

528 hedge funds and large institutions have $9.16B invested in Western Union in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 180 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.62% less ownership

Funds ownership: 103.43%102.81% (-0.62%)

1% less capital invested

Capital invested by funds: $9.29B → $9.16B (-$132M)

4% less funds holding

Funds holding: 549528 (-21)

12% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 204

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

59% less call options, than puts

Call options by funds: $8.69M | Put options by funds: $21.1M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
13.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
39
Increased
180
Reduced
204
Closed
51
Calls
$8.69M
Puts
$21.1M
Net Calls
-$12.4M
Net Calls Change
+$669K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
351
Advisory Services Network
Georgia
$419K +$13.2K +692 +3%
CK
352
Cohen Klingenstein
New York
$413K
SO
353
STRS Ohio
Ohio
$406K +$8.45K +443 +2%
BC
354
Bartlett & Co
Ohio
$397K
LMGAM
355
Liberty Mutual Group Asset Management
Massachusetts
$396K -$161K -8,446 -29%
SYBT
356
Stock Yards Bank & Trust
Kentucky
$370K -$9.53K -500 -3%
CIBC World Market
357
CIBC World Market
Ontario, Canada
$369K -$1.14M -60,059 -76%
HA
358
Heartland Advisors
Wisconsin
$365K
APFBOT
359
Amica Pension Fund Board of Trustees
Rhode Island
$358K
SAM
360
Shell Asset Management
Netherlands
$356K -$278K -14,589 -44%
Thrivent Financial for Lutherans
361
Thrivent Financial for Lutherans
Minnesota
$354K +$10.5K +550 +3%
QC
362
QCM Cayman
Texas
$354K +$352K +18,450 New
CI
363
Cigna Investments
Connecticut
$345K -$11.3K -592 -3%
Creative Planning
364
Creative Planning
Kansas
$340K +$1.79K +94 +0.5%
IPAM
365
ICICI Prudential Asset Management
India
$338K +$336K +17,600 New
TAM
366
Tyers Asset Management
Texas
$336K +$2.75K +144 +0.8%
HAIM
367
Hunter Associates Investment Management
Pennsylvania
$335K
AI
368
Atria Investments
North Carolina
$334K +$3.01K +158 +0.9%
SS
369
Simplicity Solutions
Minnesota
$330K -$160K -8,408 -33%
TAM
370
Tocqueville Asset Management
New York
$329K +$327K +17,161 New
MPIA
371
Mountain Pacific Investment Advisers
Idaho
$326K
LTFS
372
Ladenburg Thalmann Financial Services
Florida
$323K -$56K -2,937 -15%
TF
373
TIAA FSB
Florida
$322K -$93.5K -4,905 -23%
FB
374
Fulton Bank
Pennsylvania
$318K -$95.1K -4,988 -23%
CTC
375
Central Trust Company
Missouri
$312K -$30.2K -1,584 -9%

WU Hedge Fund Activity: Q3 2017 in Review

528 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2017, worth a combined $9.16B — down 1.4% from $9.29B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of WU and 39 opened new positions — a net loss of 12 holders — while 204 trimmed existing stakes and 180 added.

The largest buyer was Vanguard Group, adding an estimated $25M. The largest seller was Schroder Investment Management Group, cutting an estimated $74.8M.

  • 528 institutional investors held Western Union (WU) as of Q3 2017, down from 549 in Q2 2017.
  • Funds reported $9.16B of Western Union stock for Q3 2017, down 1.4% quarter-over-quarter.
  • 39 funds opened new Western Union positions in Q3 2017 and 51 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q3 2017 was Vanguard Group, an estimated $25M added.
  • The largest Western Union seller in Q3 2017 was Schroder Investment Management Group, an estimated $74.8M sold.

Based on aggregated 13F filings for Q3 2017.