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Western Union

557 hedge funds and large institutions have $9.04B invested in Western Union in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 204 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $8.27M

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

0.33% more ownership

Funds ownership: 105.7%106.03% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 559557 (-2)

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 204

9% less capital invested

Capital invested by funds: $9.89B → $9.04B (-$849M)

Holders
557
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
12.73%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
51
Increased
194
Reduced
204
Closed
47
Calls
$12.9M
Puts
$8.27M
Net Calls
+$4.67M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
426
Rampart Investment Management
Connecticut
$96.9K -$22.6K -1,165 -8%
RCAG
427
Rehmann Capital Advisory Group
Michigan
$88.8K +$854 +44 +1%
GWM
428
Geneos Wealth Management
Colorado
$88K +$65.1K +3,353 +257%
WT
429
Whittier Trust
California
$87K
CAPTRUST Financial Advisors
430
CAPTRUST Financial Advisors
North Carolina
$87K +$78.7K +4,056 +774%
LS
431
Livforsakringsbolaget Skandia
Sweden
$79K -$56.3K -2,900 -41%
M
432
MOTCO
Texas
$76K
TAIM
433
TD Ameritrade Investment Management
Nebraska
$72K +$33.9K +1,744 +86%
APP
434
Avantax Planning Partners
Iowa
$68K +$69.6K +3,586 New
RFA
435
Reilly Financial Advisors
California
$66K +$62.1K +3,200 +1,185%
CAM
436
Close Asset Management
United Kingdom
$66K +$67.7K +3,488 New
SCM
437
Silvant Capital Management
Georgia
$64K
FMT
438
First Mercantile Trust
Tennessee
$63K -$3.49K -180 -5%
AssetMark Inc
439
AssetMark Inc
California
$61K +$37.3K +1,922 +148%
PCG
440
Private Capital Group
Connecticut
$57K -$1.92K -99 -3%
MWPCG
441
Measured Wealth Private Client Group
New Hampshire
$57K +$58.2K +3,000 New
HNB
442
Huntington National Bank
Ohio
$55K +$5.75K +296 +11%
EAM
443
Exane Asset Management
France
$52.3K +$53.3K +2,744 New
PCM
444
Penserra Capital Management
California
$51K +$3.81K +196 +8%
AA
445
Ancora Advisors
Ohio
$51K +$51.8K +2,666 New
NIM
446
NuWave Investment Management
New Jersey
$50K +$49.5K +2,552 +5,104%
Bessemer Group
447
Bessemer Group
New Jersey
$49K +$10.7K +550 +27%
CTC
448
Central Trust Company
Missouri
$48K -$16.2K -835 -25%
ONST
449
Old North State Trust
North Carolina
$48K +$48.9K +2,521 New
Fifth Third Bancorp
450
Fifth Third Bancorp
Ohio
$47K +$6.35K +327 +15%

WU Hedge Fund Activity: Q3 2018 in Review

557 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2018, worth a combined $9.04B — down 8.6% from $9.89B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WU positions and 47 closed out — a net gain of 4 holders — while 194 added to existing stakes and 204 trimmed.

The largest buyer was Capital World Investors, adding an estimated $175M. The largest seller was Capital Research Global Investors, cutting an estimated $237M.

  • 557 institutional investors held Western Union (WU) as of Q3 2018, down from 559 in Q2 2018.
  • Funds reported $9.04B of Western Union stock for Q3 2018, down 8.6% quarter-over-quarter.
  • 51 funds opened new Western Union positions in Q3 2018 and 47 closed out, a net change of +4 holders.
  • The largest Western Union buyer in Q3 2018 was Capital World Investors, an estimated $175M added.
  • The largest Western Union seller in Q3 2018 was Capital Research Global Investors, an estimated $237M sold.

Based on aggregated 13F filings for Q3 2018.