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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
CC
426
ClearArc Capital
Ohio
$220K -$3.72K -192 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
427
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$219K -$1.12M -57,828 -83%
PA
428
Profund Advisors
Maryland
$219K -$82.9K -4,285 -27%
SBH
429
Segall Bryant & Hamill
Illinois
$218K -$13K -672 -6%
GC
430
Gratus Capital
Georgia
$218K
SLF
431
Sun Life Financial
Ontario, Canada
$217K +$217K +11,229 +6,764%
N
432
Nuveen
North Carolina
$215K -$288K -14,857 -57%
LIM
433
Loudon Investment Management
New Hampshire
$213K +$2.9K +150 +1%
WP
434
WealthSource Partners
California
$210K -$4.07K -210 -2%
I
435
IberiaBank
Louisiana
$209K -$2.69M -139,021 -93%
BC
436
Burney Company
Virginia
$209K
CIBC Private Wealth Group
437
CIBC Private Wealth Group
Georgia
$206K -$16K -829 -7%
AIP
438
Ameritas Investment Partners
Nebraska
$202K -$20K -1,031 -9%
MC
439
Moors & Cabot
Massachusetts
$197K -$21.2K -1,097 -10%
ACP
440
Ashfield Capital Partners
California
$197K -$19.4K -1,000 -9%
HNB
441
Huntington National Bank
Ohio
$196K +$34.6K +1,789 +21%
EOJOAM
442
E. Ohman J:or Asset Management
Sweden
$192K
SPIA
443
Steward Partners Investment Advisory
New York
$185K
FBT
444
First Bank & Trust
South Dakota
$176K
JWA
445
JFS Wealth Advisors
Pennsylvania
$165K +$135 +7 +0.1%
AIM
446
Advantage Investment Management
Iowa
$162K +$9.27K +479 +6%
SIM
447
Sonora Investment Management
Arizona
$156K
Victory Capital Management
448
Victory Capital Management
Texas
$155K -$12.1K -627 -7%
Pacer Advisors
449
Pacer Advisors
Pennsylvania
$154K +$12.1K +627 +8%
IA
450
IFP Advisors
Florida
$149K +$4.63K +239 +3%

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.