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Western Union

569 hedge funds and large institutions have $9.51B invested in Western Union in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 237 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $12.6M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.04% more ownership

Funds ownership: 106.31%107.36% (+1%)

2% more capital invested

Capital invested by funds: $9.28B → $9.51B (+$226M)

9% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 66

2% less funds holding

Funds holding: 583569 (-14)

26% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 237

Holders
569
Holders Change
-14
Holders Change %
-2.4%
% of All Funds
13.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
60
Increased
175
Reduced
237
Closed
66
Calls
$24.7M
Puts
$12.6M
Net Calls
+$12.1M
Net Calls Change
+$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TL
451
TrueWealth LLC
Georgia
$98K
WT
452
Whittier Trust
California
$90K
PI
453
PineBridge Investments
New York
$78K -$2.8M -139,678 -97%
M
454
MOTCO
Texas
$76K +$79.7K +3,970 New
SLF
455
Sun Life Financial
Ontario, Canada
$72.3K -$1.3M -64,878 -98%
HNB
456
Huntington National Bank
Ohio
$72K -$2.15K -107 -3%
APP
457
Avantax Planning Partners
Iowa
$71K +$73.8K +3,678 New
Fuller & Thaler Asset Management
458
Fuller & Thaler Asset Management
California
$67K -$147K -7,300 -68%
CAM
459
Close Asset Management
United Kingdom
$66K +$70K +3,488 New
SCM
460
Silvant Capital Management
Georgia
$64K +$67.2K +3,347 New
PCG
461
Private Capital Group
Connecticut
$60K +$35.1K +1,751 +127%
FCAG
462
First Capital Advisors Group
New Jersey
$48K +$50.2K +2,499 New
PA
463
Parallel Advisors
California
$45K -$6.72K -335 -12%
PMFA
464
Plante Moran Financial Advisors
Michigan
$45K +$2.31K +115 +5%
IBOK
465
Independence Bank of Kentucky
Kentucky
$43K +$4.82K +240 +12%
ARMT
466
Amica Retiree Medical Trust
Rhode Island
$41K -$13.8K -689 -24%
WTC
467
WhitTier Trust Company
Nevada
$41K
Fifth Third Bancorp
468
Fifth Third Bancorp
Ohio
$41K +$1.51K +75 +4%
QCG
469
Quadrant Capital Group
Ohio
$40K
SWM
470
SeaCrest Wealth Management
New York
$40K +$40 +2 +0.1%
WAM
471
Wealthspire Advisors (Maryland)
Maryland
$38K -$6.24K -311 -14%
MSFP
472
Mark Sheptoff Financial Planning
Connecticut
$38K +$40.1K +2,000 New
AOWM
473
Alpha Omega Wealth Management
Virginia
$37K
Bessemer Group
474
Bessemer Group
New Jersey
$37K
PCM
475
Penserra Capital Management
California
$37K +$13.1K +652 +51%

WU Hedge Fund Activity: Q1 2018 in Review

569 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2018, worth a combined $9.51B — up 2.4% from $9.28B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 60 opened new positions — a net loss of 6 holders — while 237 trimmed existing stakes and 175 added.

The largest buyer was BlackRock, adding an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $240M.

  • 569 institutional investors held Western Union (WU) as of Q1 2018, down from 583 in Q4 2017.
  • Funds reported $9.51B of Western Union stock for Q1 2018, up 2.4% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q1 2018 and 66 closed out, a net change of -6 holders.
  • The largest Western Union buyer in Q1 2018 was BlackRock, an estimated $212M added.
  • The largest Western Union seller in Q1 2018 was Capital Research Global Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2018.