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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
GBBWRPM
451
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$42K
PMFA
452
Plante Moran Financial Advisors
Michigan
$42K +$114 +6 +0.3%
WTC
453
WhitTier Trust Company
Nevada
$41K +$1.7K +89 +4%
QCG
454
Quadrant Capital Group
Ohio
$40K +$324 +17 +0.7%
Bessemer Group
455
Bessemer Group
New Jersey
$38K -$4.54K -238 -11%
DCM
456
Dupont Capital Management
Delaware
$38K
WAM
457
Wealthspire Advisors (Maryland)
Maryland
$38K +$10.3K +539 +38%
FMA
458
FNY Managed Accounts
New York
$38K +$37.9K +1,988 New
Fifth Third Bancorp
459
Fifth Third Bancorp
Ohio
$37K -$3.55K -186 -9%
AOWM
460
Alpha Omega Wealth Management
Virginia
$36K
OC
461
Oakworth Capital
Alabama
$34K
HWP
462
Hefty Wealth Partners
Indiana
$28K
WC
463
Whitnell & Co
Illinois
$27K
GWM
464
Geneos Wealth Management
Colorado
$26K +$38 +2 +0.1%
CFA
465
Camarda Financial Advisors
Florida
$21K
EA
466
Edge Advisors
Georgia
$20K
GLI
467
Guardian Life Insurance
New York
$20K
JFA
468
JNBA Financial Advisors
Minnesota
$20K
VFA
469
Valeo Financial Advisors
Indiana
$20K +$20.1K +1,053 New
DAM
470
Delta Asset Management
Tennessee
$19K
IP
471
Intellectus Partners
California
$19K
PFSC
472
Peoples Financial Services Corp
Pennsylvania
$19K
MFW
473
Mosaic Family Wealth
Missouri
$18K
SIAP
474
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K
WTB
475
Washington Trust Bank
Washington
$18K

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.