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Western Union

569 hedge funds and large institutions have $9.51B invested in Western Union in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 237 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $12.6M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.04% more ownership

Funds ownership: 106.31%107.36% (+1%)

2% more capital invested

Capital invested by funds: $9.28B → $9.51B (+$226M)

9% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 66

2% less funds holding

Funds holding: 583569 (-14)

26% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 237

Holders
569
Holders Change
-14
Holders Change %
-2.4%
% of All Funds
13.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
60
Increased
175
Reduced
237
Closed
66
Calls
$24.7M
Puts
$12.6M
Net Calls
+$12.1M
Net Calls Change
+$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
351
Tocqueville Asset Management
New York
$404K -$1.59K -79 -0.4%
SFM
352
Signature Financial Management
Virginia
$400K +$417K +20,796 New
PWW
353
Pettyjohn Wood & White
Virginia
$397K -$228K -11,355 -35%
LCM
354
Leisure Capital Management
California
$394K -$163K -8,140 -28%
CFMC
355
Curbstone Financial Management Corp
New Hampshire
$394K +$115K +5,750 +39%
AQR Capital Management
356
AQR Capital Management
Connecticut
$380K -$1.41M -70,318 -78%
Thrivent Financial for Lutherans
357
Thrivent Financial for Lutherans
Minnesota
$369K +$10.3K +513 +3%
TAM
358
Tyers Asset Management
Texas
$368K +$6.42K +320 +2%
PHK
359
Point72 Hong Kong
Hong Kong
$366K +$382K +19,037 New
MAM
360
Martingale Asset Management
Massachusetts
$365K -$281 -14 -0.1%
Pacer Advisors
361
Pacer Advisors
Pennsylvania
$364K +$69.4K +3,455 +22%
Cambridge Investment Research Advisors
362
Cambridge Investment Research Advisors
Iowa
$362K -$3.17M -157,722 -89%
SC
363
Sawyer & Company
Massachusetts
$359K
Creative Planning
364
Creative Planning
Kansas
$358K -$1.65K -82 -0.4%
LMGAM
365
Liberty Mutual Group Asset Management
Massachusetts
$356K
SYBT
366
Stock Yards Bank & Trust
Kentucky
$332K -$40.5K -2,015 -10%
CA
367
Commerzbank Aktiengesellschaft
Germany
$323K +$337K +16,793 New
CI
368
Cigna Investments
Connecticut
$315K -$10K -500 -3%
CA
369
Clearstead Advisors
Ohio
$298K
BCM
370
Bayesian Capital Management
New York
$296K +$92.3K +4,600 +43%
GH
371
GAM Holding
Switzerland
$295K -$779K -38,801 -72%
WP
372
WealthSource Partners
California
$295K +$7.79K +388 +3%
BCWM
373
Bartlett & Co Wealth Management
Ohio
$294K +$307K +15,300 New
BC
374
Bartlett & Co
Ohio
$294K
RIM
375
Rampart Investment Management
Connecticut
$294K +$185K +9,227 +153%

WU Hedge Fund Activity: Q1 2018 in Review

569 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2018, worth a combined $9.51B — up 2.4% from $9.28B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 60 opened new positions — a net loss of 6 holders — while 237 trimmed existing stakes and 175 added.

The largest buyer was BlackRock, adding an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $240M.

  • 569 institutional investors held Western Union (WU) as of Q1 2018, down from 583 in Q4 2017.
  • Funds reported $9.51B of Western Union stock for Q1 2018, up 2.4% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q1 2018 and 66 closed out, a net change of -6 holders.
  • The largest Western Union buyer in Q1 2018 was BlackRock, an estimated $212M added.
  • The largest Western Union seller in Q1 2018 was Capital Research Global Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2018.