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Western Union

549 hedge funds and large institutions have $9.29B invested in Western Union in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 176 increasing their positions, 229 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% less ownership

Funds ownership: 104.57%103.43% (-1.1%)

3% less funds holding

Funds holding: 567549 (-18)

9% less capital invested

Capital invested by funds: $10.2B → $9.29B (-$948M)

21% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 58

23% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 229

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

45% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $28.9M

Holders
549
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
13.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
46
Increased
176
Reduced
229
Closed
58
Calls
$15.8M
Puts
$28.9M
Net Calls
-$13.1M
Net Calls Change
-$6.66M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
376
Bartlett & Co
Ohio
$394K
GH
377
GAM Holding
Switzerland
$393K -$262K -13,548 -40%
PG
378
Pendal Group
Australia
$393K +$399K +20,608 New
II
379
IFM Investors
Australia
$392K +$81.1K +4,190 +26%
Group One Trading
380
Group One Trading
Illinois
$391K +$398K +20,540 New
Mirae Asset Global Investments
381
Mirae Asset Global Investments
South Korea
$389K -$89K -4,599 -18%
SYBT
382
Stock Yards Bank & Trust
Kentucky
$377K
LTFS
383
Ladenburg Thalmann Financial Services
Florida
$376K -$35K -1,806 -8%
MAM
384
Martingale Asset Management
Massachusetts
$369K -$1.02M -52,611 -73%
HA
385
Heartland Advisors
Wisconsin
$363K -$1.45K -75 -0.4%
ZCA
386
Zeke Capital Advisors
Pennsylvania
$359K +$18.2K +938 +5%
CFMC
387
Curbstone Financial Management Corp
New Hampshire
$358K +$74.5K +3,850 +26%
APFBOT
388
Amica Pension Fund Board of Trustees
Rhode Island
$355K
AWA
389
Arete Wealth Advisors
Illinois
$354K -$21.3K -1,100 -6%
CI
390
Cigna Investments
Connecticut
$354K -$17.4K -900 -5%
QI
391
QS Investors
New York
$344K -$1.49M -76,837 -81%
Thrivent Financial for Lutherans
392
Thrivent Financial for Lutherans
Minnesota
$341K +$3.68K +190 +1%
CTC
393
Central Trust Company
Missouri
$340K -$19.3K -998 -5%
Creative Planning
394
Creative Planning
Kansas
$336K +$11.1K +571 +3%
HAIM
395
Hunter Associates Investment Management
Pennsylvania
$332K
TAM
396
Tyers Asset Management
Texas
$330K -$14.6K -752 -4%
AI
397
Atria Investments
North Carolina
$328K +$8.65K +447 +3%
ED
398
Exane Derivatives
France
$327K +$68.5K +3,537 +26%
MPIA
399
Mountain Pacific Investment Advisers
Idaho
$324K
VFA
400
Voya Financial Advisors
Connecticut
$310K +$16.2K +836 +5%

WU Hedge Fund Activity: Q2 2017 in Review

549 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2017, worth a combined $9.29B — down 9.3% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of WU and 46 opened new positions — a net loss of 12 holders — while 229 trimmed existing stakes and 176 added.

The largest buyer was Bank of Montreal, adding an estimated $35.5M. The largest seller was Ninety One (UK), exiting entirely with an estimated $90M sold.

  • 549 institutional investors held Western Union (WU) as of Q2 2017, down from 567 in Q1 2017.
  • Funds reported $9.29B of Western Union stock for Q2 2017, down 9.3% quarter-over-quarter.
  • 46 funds opened new Western Union positions in Q2 2017 and 58 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q2 2017 was Bank of Montreal, an estimated $35.5M added.
  • The largest Western Union seller in Q2 2017 was Ninety One (UK), an estimated $90M sold.

Based on aggregated 13F filings for Q2 2017.