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Western Union

559 hedge funds and large institutions have $9.89B invested in Western Union in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 172 increasing their positions, 233 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $9.51B → $9.89B (+$379M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

1.65% less ownership

Funds ownership: 107.36%105.7% (-1.7%)

2% less funds holding

Funds holding: 569559 (-10)

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 233

36% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $22.1M

Holders
559
Holders Change
-10
Holders Change %
-1.76%
% of All Funds
12.8%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
45
Increased
172
Reduced
233
Closed
48
Calls
$14.2M
Puts
$22.1M
Net Calls
-$7.89M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
351
Signature Financial Management
Virginia
$413K -$9.16K -460 -2%
TAM
352
Tyers Asset Management
Texas
$412K +$22.6K +1,136 +6%
CFMC
353
Curbstone Financial Management Corp
New Hampshire
$411K -$5.97K -300 -1%
Twin Tree Management
354
Twin Tree Management
Texas
$409K +$401K +20,123 New
KRS
355
Kentucky Retirement Systems
Kentucky
$398K -$87.8K -4,409 -18%
FAAS
356
First Allied Advisory Services
California
$396K -$66.7K -3,348 -15%
Thrivent Financial for Lutherans
357
Thrivent Financial for Lutherans
Minnesota
$393K +$3.54K +178 +0.9%
SBH
358
Segall Bryant & Hamill
Illinois
$392K +$127K +6,394 +50%
IB
359
Intrust Bank
Kansas
$390K -$49.1K -2,468 -11%
TAM
360
Tocqueville Asset Management
New York
$386K -$40.2K -2,017 -10%
Creative Planning
361
Creative Planning
Kansas
$385K +$6.95K +349 +2%
SC
362
Sawyer & Company
Massachusetts
$380K
LMGAM
363
Liberty Mutual Group Asset Management
Massachusetts
$374K -$1.53K -77 -0.4%
PWW
364
Pettyjohn Wood & White
Virginia
$361K -$57.7K -2,900 -14%
LCM
365
LVM Capital Management
Michigan
$355K -$411K -20,625 -54%
JG
366
Jefferies Group
New York
$354K +$346K +17,397 New
Fisher Asset Management
367
Fisher Asset Management
Washington
$354K +$346K +17,400 New
HI
368
Horizon Investments
North Carolina
$346K +$107K +5,389 +46%
SYBT
369
Stock Yards Bank & Trust
Kentucky
$343K -$7.96K -400 -2%
VIA
370
Vident Investment Advisory
Georgia
$325K +$108K +5,419 +51%
Daiwa Securities Group
371
Daiwa Securities Group
Japan
$318K +$21.9K +1,100 +8%
CA
372
Clearstead Advisors
Ohio
$315K
American Century Companies
373
American Century Companies
Missouri
$313K -$4.6M -230,958 -94%
BCWM
374
Bartlett & Co Wealth Management
Ohio
$311K
BC
375
Bartlett & Co
Ohio
$311K

WU Hedge Fund Activity: Q2 2018 in Review

559 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2018, worth a combined $9.89B — up 4% from $9.51B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of WU and 45 opened new positions — a net loss of 3 holders — while 233 trimmed existing stakes and 172 added.

The largest buyer was Jupiter Asset Management, adding an estimated $86.8M. The largest seller was Guggenheim Capital, cutting an estimated $57.3M.

  • 559 institutional investors held Western Union (WU) as of Q2 2018, down from 569 in Q1 2018.
  • Funds reported $9.89B of Western Union stock for Q2 2018, up 4% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q2 2018 and 48 closed out, a net change of -3 holders.
  • The largest Western Union buyer in Q2 2018 was Jupiter Asset Management, an estimated $86.8M added.
  • The largest Western Union seller in Q2 2018 was Guggenheim Capital, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2018.