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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
PCMC
401
Paragon Capital Management (Colorado)
Colorado
$227K
PA
402
Profund Advisors
Maryland
$222K +$1.75K +92 +0.8%
Grantham, Mayo, Van Otterloo & Co (GMO)
403
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$221K
GC
404
Gratus Capital
Georgia
$220K
CI
405
Conning Inc
Connecticut
$219K -$2.67K -140 -1%
SBH
406
Segall Bryant & Hamill
Illinois
$219K
HFS
407
Haverford Financial Services
Pennsylvania
$219K +$217K +11,400 New
N
408
Nuveen
North Carolina
$217K
GT
409
Glenmede Trust
Pennsylvania
$214K -$16.2K -852 -7%
LIM
410
Loudon Investment Management
New Hampshire
$214K
ARTA
411
A.R.T. Advisors
New York
$211K -$2.25M -118,200 -91%
HB
412
Homrich & Berg
Georgia
$209K +$208K +10,886 New
WP
413
WealthSource Partners
California
$208K -$3.89K -204 -2%
Fuller & Thaler Asset Management
414
Fuller & Thaler Asset Management
California
$207K -$24.8K -1,300 -11%
AIP
415
Ameritas Investment Partners
Nebraska
$201K
ACP
416
Ashfield Capital Partners
California
$198K
RCAG
417
Rehmann Capital Advisory Group
Michigan
$198K +$197K +10,320 New
EOJOAM
418
E. Ohman J:or Asset Management
Sweden
$194K
BC
419
Burney Company
Virginia
$191K -$20.5K -1,075 -10%
SPIA
420
Steward Partners Investment Advisory
New York
$186K +$19 +1 +0%
AIM
421
Advantage Investment Management
Iowa
$185K +$21.9K +1,148 +14%
FBT
422
First Bank & Trust
South Dakota
$177K
Pacer Advisors
423
Pacer Advisors
Pennsylvania
$172K +$16.1K +843 +10%
SIM
424
Sonora Investment Management
Arizona
$157K
IA
425
IFP Advisors
Florida
$156K +$5.18K +272 +3%

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.