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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
LSERS
351
Louisiana State Employees Retirement System
Louisiana
$528K -$23.5K -1,200 -4%
UCFA
352
United Capital Financial Advisors
Texas
$528K +$22K +1,121 +4%
MML Investors Services
353
MML Investors Services
Massachusetts
$526K -$93.5K -4,766 -15%
VNA
354
Valley National Advisers
Pennsylvania
$517K -$120K -6,140 -18%
HIMC
355
Heritage Investors Management Corp
Maryland
$512K -$161K -8,200 -23%
AMI
356
Amica Mutual Insurance
Rhode Island
$511K
EP
357
Elkfork Partners
Oregon
$491K +$35.4K +1,804 +8%
LDB
358
Lee, Danner & Bass
Tennessee
$486K -$66.7K -3,400 -12%
HH
359
Hilltop Holdings
Texas
$484K -$5.85K -298 -1%
MA
360
MANA Advisors
New York
$468K +$483K +24,598 New
II
361
IFM Investors
Australia
$463K
CT
362
Coastline Trust
Rhode Island
$461K -$202K -10,300 -30%
Wolverine Trading
363
Wolverine Trading
Illinois
$459K +$189K +9,611 +66%
SC
364
Schulhoff & Co
Ohio
$458K
BAM
365
Belpointe Asset Management
Nevada
$450K +$465K +23,695 New
CBU
366
CIBC Bank USA
Illinois
$447K
LIA
367
LS Investment Advisors
Michigan
$442K +$6.12K +312 +1%
SM
368
Sciencast Management
New Jersey
$439K +$421K +21,467 New
VCA
369
Verdence Capital Advisors
Maryland
$436K +$450K +22,951 New
FAAS
370
First Allied Advisory Services
California
$434K +$144K +7,363 +47%
BBHC
371
Brown Brothers Harriman & Co
New York
$431K +$3.53K +180 +0.8%
DVM
372
Dreman Value Management
Florida
$424K
OPWM
373
Oak Point Wealth Management
Michigan
$420K +$430K +21,928 New
CK
374
Cohen Klingenstein
New York
$409K
TAM
375
Tocqueville Asset Management
New York
$400K +$76.6K +3,905 +23%

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.