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Western Union

567 hedge funds and large institutions have $10.2B invested in Western Union in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 190 increasing their positions, 226 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

1.21% less ownership

Funds ownership: 105.78%104.57% (-1.2%)

2% less funds holding

Funds holding: 576567 (-9)

8% less capital invested

Capital invested by funds: $11.1B → $10.2B (-$905M)

16% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 226

20% less call options, than puts

Call options by funds: $26.2M | Put options by funds: $32.6M

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

Holders
567
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
14.12%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.12%
New
64
Increased
190
Reduced
226
Closed
63
Calls
$26.2M
Puts
$32.6M
Net Calls
-$6.45M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
376
Jensen Investment Management
Oregon
$470K +$61K +2,990 +15%
PCMC
377
Paragon Capital Management (Colorado)
Colorado
$467K +$1.75M +85,651 New
SS
378
Simplicity Solutions
Minnesota
$456K +$30.2K +1,480 +7%
VIA
379
Vident Investment Advisory
Georgia
$448K +$59.1K +2,895 +15%
FB
380
Fulton Bank
Pennsylvania
$445K -$54.6K -2,673 -11%
MIFH
381
Migdal Insurance & Financial Holdings
Israel
$445K +$437K +21,433 +5,055%
Twin Tree Management
382
Twin Tree Management
Texas
$443K +$444K +21,751 New
Susquehanna International Group
383
Susquehanna International Group
Pennsylvania
$442K -$2.8M -137,380 -86%
LTFS
384
Ladenburg Thalmann Financial Services
Florida
$439K +$48.4K +2,370 +12%
CK
385
Cohen Klingenstein
New York
$438K
LIA
386
LS Investment Advisors
Michigan
$427K +$44.5K +2,179 +12%
BC
387
Bartlett & Co
Ohio
$421K
SGI
388
Summit Global Investments
Utah
$420K
SO
389
STRS Ohio
Ohio
$412K -$7.33K -359 -2%
DVM
390
Dreman Value Management
Florida
$412K
CG
391
Cutler Group
California
$412K +$295K +14,462 +249%
ASN
392
Advisory Services Network
Georgia
$412K +$413K +20,257 New
LA
393
Lucus Advisors
New York
$407K +$408K +20,009 New
SYBT
394
Stock Yards Bank & Trust
Kentucky
$402K -$20.4K -1,000 -5%
AWA
395
Arete Wealth Advisors
Illinois
$401K +$402K +19,700 New
CI
396
Cigna Investments
Connecticut
$397K -$593K -29,044 -60%
QC
397
Quadrature Capital
United Kingdom
$394K +$395K +19,342 New
HA
398
Heartland Advisors
Wisconsin
$389K +$18.3K +895 +5%
CTC
399
Central Trust Company
Missouri
$383K -$2.25K -110 -0.6%
APFBOT
400
Amica Pension Fund Board of Trustees
Rhode Island
$379K

WU Hedge Fund Activity: Q1 2017 in Review

567 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2017, worth a combined $10.2B — down 8.1% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WU positions and 63 closed out — a net gain of 1 holder — while 190 added to existing stakes and 226 trimmed.

The largest buyer was BlackRock, adding an estimated $683M. The largest seller was Skandinaviska Enskilda Banken (SEB), cutting an estimated $104M.

  • 567 institutional investors held Western Union (WU) as of Q1 2017, down from 576 in Q4 2016.
  • Funds reported $10.2B of Western Union stock for Q1 2017, down 8.1% quarter-over-quarter.
  • 64 funds opened new Western Union positions in Q1 2017 and 63 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q1 2017 was BlackRock, an estimated $683M added.
  • The largest Western Union seller in Q1 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $104M sold.

Based on aggregated 13F filings for Q1 2017.