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Western Union

559 hedge funds and large institutions have $9.89B invested in Western Union in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 172 increasing their positions, 233 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $9.51B → $9.89B (+$379M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

1.65% less ownership

Funds ownership: 107.36%105.7% (-1.7%)

2% less funds holding

Funds holding: 569559 (-10)

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 233

36% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $22.1M

Holders
559
Holders Change
-10
Holders Change %
-1.76%
% of All Funds
12.8%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
45
Increased
172
Reduced
233
Closed
48
Calls
$14.2M
Puts
$22.1M
Net Calls
-$7.89M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
451
Fifth Third Bancorp
Ohio
$44K -$80 -4 -0.2%
WAM
452
Wealthspire Advisors (Maryland)
Maryland
$44K +$3.68K +185 +9%
ARMT
453
Amica Retiree Medical Trust
Rhode Island
$43K
SWM
454
SeaCrest Wealth Management
New York
$43K +$40 +2 +0.1%
WTC
455
WhitTier Trust Company
Nevada
$42K -$1.77K -89 -4%
Bessemer Group
456
Bessemer Group
New Jersey
$42K +$2.51K +126 +7%
PMFA
457
Plante Moran Financial Advisors
Michigan
$41K -$6.61K -332 -14%
MSFP
458
Mark Sheptoff Financial Planning
Connecticut
$41K
QCG
459
Quadrant Capital Group
Ohio
$41K +$179 +9 +0.4%
TAIM
460
TD Ameritrade Investment Management
Nebraska
$41K +$40.6K +2,038 New
AOWM
461
Alpha Omega Wealth Management
Virginia
$39K
TG
462
TLP Group
Illinois
$37K +$36.7K +1,841 New
SIC
463
Salem Investment Counselors
North Carolina
$30K
AIM
464
Advantage Investment Management
Iowa
$28K -$188K -9,428 -87%
WC
465
Whitnell & Co
Illinois
$28K
FHA
466
First Horizon Advisors
Tennessee
$28K +$3.37K +169 +13%
IFAM
467
Institutional & Family Asset Management
Colorado
$27K
Loomis, Sayles & Company
468
Loomis, Sayles & Company
Massachusetts
$27K +$26.1K +1,311 New
AssetMark Inc
469
AssetMark Inc
California
$26K -$112K -5,603 -81%
GWM
470
Geneos Wealth Management
Colorado
$26K +$100 +5 +0.4%
GLI
471
Guardian Life Insurance
New York
$26K +$4.1K +206 +19%
TSW
472
Thompson Siegel & Walmsley
Virginia
$23K -$33.3M -1,670,120 -100%
TFA
473
Toth Financial Advisory
Virginia
$23K
KA
474
Kaizen Advisory
Illinois
$22K +$12.9K +650 +147%
EA
475
Edge Advisors
Georgia
$21K

WU Hedge Fund Activity: Q2 2018 in Review

559 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2018, worth a combined $9.89B — up 4% from $9.51B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of WU and 45 opened new positions — a net loss of 3 holders — while 233 trimmed existing stakes and 172 added.

The largest buyer was Jupiter Asset Management, adding an estimated $86.8M. The largest seller was Guggenheim Capital, cutting an estimated $57.3M.

  • 559 institutional investors held Western Union (WU) as of Q2 2018, down from 569 in Q1 2018.
  • Funds reported $9.89B of Western Union stock for Q2 2018, up 4% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q2 2018 and 48 closed out, a net change of -3 holders.
  • The largest Western Union buyer in Q2 2018 was Jupiter Asset Management, an estimated $86.8M added.
  • The largest Western Union seller in Q2 2018 was Guggenheim Capital, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2018.