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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
LMGAM
401
Liberty Mutual Group Asset Management
Massachusetts
$374K -$259K -12,705 -41%
CCG
402
Cypress Capital Group
Florida
$372K -$68.8K -3,369 -16%
TAM
403
Tyers Asset Management
Texas
$368K +$106K +5,216 +40%
ZCA
404
Zeke Capital Advisors
Pennsylvania
$365K +$366K +17,912 New
Thrivent Financial for Lutherans
405
Thrivent Financial for Lutherans
Minnesota
$360K +$23.9K +1,170 +7%
HAIM
406
Hunter Associates Investment Management
Pennsylvania
$355K
Creative Planning
407
Creative Planning
Kansas
$347K -$9.82K -481 -3%
MPIA
408
Mountain Pacific Investment Advisers
Idaho
$346K -$79.4K -3,888 -19%
VIA
409
Virtus Investment Advisers
Connecticut
$343K +$25.4K +1,245 +8%
AI
410
Atria Investments
North Carolina
$341K +$39.4K +1,928 +13%
VI
411
Versor Investments
New York
$337K +$338K +16,573 New
II
412
IFM Investors
Australia
$334K +$89.4K +4,378 +36%
VSWA
413
Vontobel Swiss Wealth Advisors
Switzerland
$329K +$42.9K +2,100 +15%
PSUF
414
People's United Financial
Connecticut
$325K +$1.57K +77 +0.5%
PA
415
Profund Advisors
Maryland
$321K +$13.3K +654 +4%
VFA
416
Voya Financial Advisors
Connecticut
$316K +$35.7K +1,747 +13%
CA
417
Clearstead Advisors
Ohio
$315K
CI
418
Conning Inc
Connecticut
$313K +$59.5K +2,915 +23%
Fiera Capital (Canada)
419
Fiera Capital (Canada)
Quebec, Canada
$310K
HWA
420
HCR Wealth Advisors
California
$309K -$281K -13,753 -48%
LWM
421
LBA Wealth Management
Florida
$307K -$112K -5,500 -27%
ACP
422
Arcus Capital Partners
Georgia
$305K -$28.8K -1,411 -9%
CFMC
423
Curbstone Financial Management Corp
New Hampshire
$304K +$48K +2,350 +19%
SB
424
Suntrust Banks
Georgia
$286K -$1.76M -86,242 -86%
TJHA
425
Thomas J. Herzfeld Advisors
Florida
$285K

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.