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Western Union

559 hedge funds and large institutions have $9.89B invested in Western Union in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 172 increasing their positions, 233 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $9.51B → $9.89B (+$379M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

1.65% less ownership

Funds ownership: 107.36%105.7% (-1.7%)

2% less funds holding

Funds holding: 569559 (-10)

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 233

36% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $22.1M

Holders
559
Holders Change
-10
Holders Change %
-1.76%
% of All Funds
12.8%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
45
Increased
172
Reduced
233
Closed
48
Calls
$14.2M
Puts
$22.1M
Net Calls
-$7.89M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
426
Fukoku Mutual Life Insurance
Japan
$160K
TAM
427
Tiverton Asset Management
Delaware
$154K
Northwestern Mutual Wealth Management
428
Northwestern Mutual Wealth Management
Wisconsin
$150K -$26.4K -1,326 -15%
JWA
429
JFS Wealth Advisors
Pennsylvania
$149K -$7.37K -370 -5%
LS
430
Livforsakringsbolaget Skandia
Sweden
$143K
Victory Capital Management
431
Victory Capital Management
Texas
$141K -$2.87K -144 -2%
TL
432
TrueWealth LLC
Georgia
$114K +$10.5K +525 +10%
IA
433
IFP Advisors
Florida
$109K -$20.2K -1,014 -16%
PIA
434
Piedmont Investment Advisors
North Carolina
$109K +$107K +5,350 New
DSC
435
Duncker Streett & Co
Missouri
$108K
SPIA
436
Steward Partners Investment Advisory
New York
$105K +$80 +4 +0.1%
RCAG
437
Rehmann Capital Advisory Group
Michigan
$93.8K -$170K -8,556 -65%
WT
438
Whittier Trust
California
$92K -$2.97K -149 -3%
MIFH
439
Migdal Insurance & Financial Holdings
Israel
$85K +$48.4K +2,432 +138%
M
440
MOTCO
Texas
$81K
Fuller & Thaler Asset Management
441
Fuller & Thaler Asset Management
California
$71K
FMT
442
First Mercantile Trust
Tennessee
$71K +$69.5K +3,490 New
IP
443
Isthmus Partners
Wisconsin
$68K -$5.83M -292,700 -99%
CTC
444
Central Trust Company
Missouri
$68K -$55.7K -2,797 -45%
SCM
445
Silvant Capital Management
Georgia
$68K
PCG
446
Private Capital Group
Connecticut
$63K
HNB
447
Huntington National Bank
Ohio
$52K -$23.7K -1,192 -32%
PCM
448
Penserra Capital Management
California
$50K +$10.9K +548 +28%
PA
449
Parallel Advisors
California
$46K -$836 -42 -2%
IBOK
450
Independence Bank of Kentucky
Kentucky
$46K

WU Hedge Fund Activity: Q2 2018 in Review

559 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2018, worth a combined $9.89B — up 4% from $9.51B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of WU and 45 opened new positions — a net loss of 3 holders — while 233 trimmed existing stakes and 172 added.

The largest buyer was Jupiter Asset Management, adding an estimated $86.8M. The largest seller was Guggenheim Capital, cutting an estimated $57.3M.

  • 559 institutional investors held Western Union (WU) as of Q2 2018, down from 569 in Q1 2018.
  • Funds reported $9.89B of Western Union stock for Q2 2018, up 4% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q2 2018 and 48 closed out, a net change of -3 holders.
  • The largest Western Union buyer in Q2 2018 was Jupiter Asset Management, an estimated $86.8M added.
  • The largest Western Union seller in Q2 2018 was Guggenheim Capital, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2018.