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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
Luther King Capital Management (LKCM)
451
Luther King Capital Management (LKCM)
Texas
$219K +$220K +10,777 New
TMAM
452
Tokio Marine Asset Management
Japan
$215K -$41.3K -2,022 -16%
NPA
453
Nichols & Pratt Advisers
Massachusetts
$214K -$325K -15,900 -60%
EOJOAM
454
E. Ohman J:or Asset Management
Sweden
$206K
BLAM
455
Bourne Lent Asset Management
New York
$203K
SPIA
456
Steward Partners Investment Advisory
New York
$197K +$91.8K +4,500 +86%
FBT
457
First Bank & Trust
South Dakota
$188K -$26.2K -1,283 -12%
JWA
458
JFS Wealth Advisors
Pennsylvania
$188K
Victory Capital Management
459
Victory Capital Management
Texas
$178K -$4.43M -217,081 -96%
HNB
460
Huntington National Bank
Ohio
$173K -$34.4K -1,686 -17%
SIM
461
Sonora Investment Management
Arizona
$167K +$167K +8,196 New
AIM
462
Advantage Investment Management
Iowa
$163K +$15.6K +764 +11%
FQ
463
First Quadrant
California
$160K -$8.17M -400,129 -98%
IA
464
IFP Advisors
Florida
$155K +$11.6K +567 +8%
PHK
465
Point72 Hong Kong
Hong Kong
$154K +$155K +7,592 New
VanEck Associates
466
VanEck Associates
New York
$153K +$9.74K +477 +7%
Pacer Advisors
467
Pacer Advisors
Pennsylvania
$152K +$4.57K +224 +3%
FMLI
468
Fukoku Mutual Life Insurance
Japan
$142K
FANJ
469
Financial Architects (New Jersey)
New Jersey
$139K +$68.1K +3,338 +96%
CCM
470
Cutler Capital Management
Massachusetts
$122K
WTC
471
WhitTier Trust Company
Nevada
$122K +$80.6K +3,948 +191%
Bessemer Group
472
Bessemer Group
New Jersey
$111K +$24.2K +1,187 +28%
DSC
473
Duncker Streett & Co
Missouri
$105K
Fuller & Thaler Asset Management
474
Fuller & Thaler Asset Management
California
$102K
WT
475
Whittier Trust
California
$102K +$5.88K +288 +6%

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.