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Western Union

557 hedge funds and large institutions have $9.04B invested in Western Union in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 204 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $8.27M

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

0.33% more ownership

Funds ownership: 105.7%106.03% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 559557 (-2)

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 204

9% less capital invested

Capital invested by funds: $9.89B → $9.04B (-$849M)

Holders
557
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
12.73%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
51
Increased
194
Reduced
204
Closed
47
Calls
$12.9M
Puts
$8.27M
Net Calls
+$4.67M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
451
Parallel Advisors
California
$44K -$291 -15 -0.6%
IBOK
452
Independence Bank of Kentucky
Kentucky
$43K
ARMT
453
Amica Retiree Medical Trust
Rhode Island
$41K
WAM
454
Wealthspire Advisors (Maryland)
Maryland
$41K
AW
455
Alpha Windward
Massachusetts
$40K -$486K -25,020 -92%
SWM
456
SeaCrest Wealth Management
New York
$40K +$39 +2 +0.1%
WTC
457
WhitTier Trust Company
Nevada
$39K
MSFP
458
Mark Sheptoff Financial Planning
Connecticut
$38K
QCG
459
Quadrant Capital Group
Ohio
$34K -$6.35K -327 -14%
SIC
460
Salem Investment Counselors
North Carolina
$29K
S
461
SignatureFD
Georgia
$27K +$7.53K +388 +38%
PI
462
PineBridge Investments
New York
$27K +$27.7K +1,427 New
FHA
463
First Horizon Advisors
Tennessee
$26K +$19 +1 +0.1%
AOWM
464
Alpha Omega Wealth Management
Virginia
$25K -$11.6K -600 -32%
IFAM
465
Institutional & Family Asset Management
Colorado
$25K
GLI
466
Guardian Life Insurance
New York
$25K +$330 +17 +1%
JFA
467
JNBA Financial Advisors
Minnesota
$25K +$5.34K +275 +27%
CIA
468
CSat Investment Advisory
Michigan
$25K +$8.39K +432 +50%
TRCT
469
Tower Research Capital (TRC)
New York
$24K -$135K -6,967 -85%
PMFA
470
Plante Moran Financial Advisors
Michigan
$24K -$14.7K -757 -38%
TPWA
471
TRUE Private Wealth Advisors
Oregon
$23.7K +$24.1K +1,241 New
TFA
472
Toth Financial Advisory
Virginia
$22K
RFM
473
Royal Fund Management
Florida
$22K +$22.9K +1,182 New
AIL
474
AGF Investments LLC
Ontario, Canada
$21K
KA
475
Kaizen Advisory
Illinois
$21K

WU Hedge Fund Activity: Q3 2018 in Review

557 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2018, worth a combined $9.04B — down 8.6% from $9.89B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WU positions and 47 closed out — a net gain of 4 holders — while 194 added to existing stakes and 204 trimmed.

The largest buyer was Capital World Investors, adding an estimated $175M. The largest seller was Capital Research Global Investors, cutting an estimated $237M.

  • 557 institutional investors held Western Union (WU) as of Q3 2018, down from 559 in Q2 2018.
  • Funds reported $9.04B of Western Union stock for Q3 2018, down 8.6% quarter-over-quarter.
  • 51 funds opened new Western Union positions in Q3 2018 and 47 closed out, a net change of +4 holders.
  • The largest Western Union buyer in Q3 2018 was Capital World Investors, an estimated $175M added.
  • The largest Western Union seller in Q3 2018 was Capital Research Global Investors, an estimated $237M sold.

Based on aggregated 13F filings for Q3 2018.