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Western Union

583 hedge funds and large institutions have $9.28B invested in Western Union in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 39

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more funds holding

Funds holding: 528583 (+55)

3.5% more ownership

Funds ownership: 102.81%106.31% (+3.5%)

1% more capital invested

Capital invested by funds: $9.16B → $9.28B (+$123M)

7% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 199

59% less call options, than puts

Call options by funds: $14M | Put options by funds: $34M

Holders
583
Holders Change
+55
Holders Change %
+10.42%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
97
Increased
186
Reduced
199
Closed
39
Calls
$14M
Puts
$34M
Net Calls
-$20M
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
451
Fox Run Management
Connecticut
$196K +$202K +10,300 New
GT
452
Glenmede Trust
Pennsylvania
$195K -$18.3K -932 -8%
RCAG
453
Rehmann Capital Advisory Group
Michigan
$195K -$1.02K -52 -0.5%
EOJOAM
454
E. Ohman J:or Asset Management
Sweden
$192K
BC
455
Burney Company
Virginia
$191K
FCI
456
Financial Counselors Inc
Kansas
$191K +$198K +10,068 New
AIM
457
Advantage Investment Management
Iowa
$188K +$5.4K +275 +3%
EDRH
458
Edmond de Rothschild Holding
Switzerland
$184K +$190K +9,705 New
SPIA
459
Steward Partners Investment Advisory
New York
$182K -$2.61K -133 -1%
II
460
Inspire Investing
Idaho
$178K +$184K +9,382 New
FBT
461
First Bank & Trust
South Dakota
$176K
FGC
462
Financial Gravity Companies
Texas
$159K +$150K +7,648 New
SIM
463
Sonora Investment Management
Arizona
$156K
JWA
464
JFS Wealth Advisors
Pennsylvania
$153K +$59 +3 +0%
FMLI
465
Fukoku Mutual Life Insurance
Japan
$150K
TAM
466
Tiverton Asset Management
Delaware
$149K +$154K +7,862 New
Victory Capital Management
467
Victory Capital Management
Texas
$138K -$7.81K -398 -5%
FANJ
468
Financial Architects (New Jersey)
New Jersey
$132K +$39 +2 +0%
AssetMark Inc
469
AssetMark Inc
California
$130K +$132K +6,747 +6,426%
National Pension Service
470
National Pension Service
South Korea
$123K -$11.4M -583,152 -99%
IA
471
IFP Advisors
Florida
$122K -$33.6K -1,712 -21%
RIM
472
Rampart Investment Management
Connecticut
$115K -$10.7K -546 -8%
GP
473
GLG Partners
United Kingdom
$98K +$101K +5,145 New
AIL
474
AGF Investments LLC
Ontario, Canada
$97K -$13.8K -701 -12%
TL
475
TrueWealth LLC
Georgia
$96K +$99.6K +5,075 New

WU Hedge Fund Activity: Q4 2017 in Review

583 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2017, worth a combined $9.28B — up 1.3% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new WU positions and 39 closed out — a net gain of 58 holders — while 186 added to existing stakes and 199 trimmed.

The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $104M. The largest seller was Capital Research Global Investors, cutting an estimated $91.4M.

  • 583 institutional investors held Western Union (WU) as of Q4 2017, up from 528 in Q3 2017.
  • Funds reported $9.28B of Western Union stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 97 funds opened new Western Union positions in Q4 2017 and 39 closed out, a net change of +58 holders.
  • The largest Western Union buyer in Q4 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $104M added.
  • The largest Western Union seller in Q4 2017 was Capital Research Global Investors, an estimated $91.4M sold.

Based on aggregated 13F filings for Q4 2017.