We are live on ! Find out more
WU icon

Western Union

528 hedge funds and large institutions have $9.16B invested in Western Union in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 180 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.62% less ownership

Funds ownership: 103.43%102.81% (-0.62%)

1% less capital invested

Capital invested by funds: $9.29B → $9.16B (-$132M)

4% less funds holding

Funds holding: 549528 (-21)

12% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 204

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

59% less call options, than puts

Call options by funds: $8.69M | Put options by funds: $21.1M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
13.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
39
Increased
180
Reduced
204
Closed
51
Calls
$8.69M
Puts
$21.1M
Net Calls
-$12.4M
Net Calls Change
+$669K
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
376
Bar Harbor Wealth Management
New Hampshire
$310K -$300K -15,735 -49%
FAAS
377
First Allied Advisory Services
California
$303K -$277K -14,536 -48%
ACP
378
Arcus Capital Partners
Georgia
$301K +$12.8K +670 +4%
CA
379
Clearstead Advisors
Ohio
$298K -$1.01K -53 -0.3%
QI
380
QS Investors
New York
$292K -$54.3K -2,850 -16%
Daiwa Securities Group
381
Daiwa Securities Group
Japan
$289K +$30.3K +1,591 +12%
ED
382
Exane Derivatives
France
$284K -$45.5K -2,385 -14%
CIBC Private Wealth Group
383
CIBC Private Wealth Group
Georgia
$279K +$70.1K +3,675 +34%
Wolverine Trading
384
Wolverine Trading
Illinois
$279K +$277K +14,531 New
PSUF
385
People's United Financial
Connecticut
$278K -$22.9K -1,200 -8%
RA
386
Rational Advisors
New York
$269K
TJHA
387
Thomas J. Herzfeld Advisors
Florida
$269K
PAM
388
PVG Asset Management
Colorado
$269K +$267K +14,000 New
VFA
389
Voya Financial Advisors
Connecticut
$267K -$46.4K -2,436 -15%
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$260K -$267 -14 -0.1%
RFC
391
Regions Financial Corp
Alabama
$252K +$6.06K +318 +2%
IIC
392
Integrated Investment Consultants
Michigan
$249K
VIA
393
Virtus Investment Advisers
Connecticut
$247K -$42.3K -2,217 -15%
SB
394
Suntrust Banks
Georgia
$242K -$8.62K -452 -3%
KRSITF
395
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$239K -$8.48K -445 -3%
RCM
396
Riverhead Capital Management
Delaware
$238K +$2.86K +150 +1%
RCA
397
Rowland Carmichael Advisors
Arizona
$232K
MERSOM
398
Municipal Employees' Retirement System of Michigan
Michigan
$230K -$67.3K -3,530 -23%
CC
399
ClearArc Capital
Ohio
$229K +$7.13K +374 +3%
LC
400
LCNB Corp
Ohio
$228K -$3.81K -200 -2%

WU Hedge Fund Activity: Q3 2017 in Review

528 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2017, worth a combined $9.16B — down 1.4% from $9.29B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of WU and 39 opened new positions — a net loss of 12 holders — while 204 trimmed existing stakes and 180 added.

The largest buyer was Vanguard Group, adding an estimated $25M. The largest seller was Schroder Investment Management Group, cutting an estimated $74.8M.

  • 528 institutional investors held Western Union (WU) as of Q3 2017, down from 549 in Q2 2017.
  • Funds reported $9.16B of Western Union stock for Q3 2017, down 1.4% quarter-over-quarter.
  • 39 funds opened new Western Union positions in Q3 2017 and 51 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q3 2017 was Vanguard Group, an estimated $25M added.
  • The largest Western Union seller in Q3 2017 was Schroder Investment Management Group, an estimated $74.8M sold.

Based on aggregated 13F filings for Q3 2017.