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Western Union
WU

Overview Fund Activity

555 hedge funds and large institutions have $9.02B invested in Western Union in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 202 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
12.71%
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
202
Closed
47
Calls
$12.9M
Puts
$8.27M
Net Calls
+$4.67M
Net Calls Change
+$12.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$174M
2
JAM
2
Jupiter Asset Management
United Kingdom
$224M
3
KBC Group
3
KBC Group
Belgium
$35.4M
4
APG Asset Management
4
APG Asset Management
Netherlands
$47.9M
5
DZ Bank
5
DZ Bank
Germany
$25M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$670M
2
Skandinaviska Enskilda Banken (SEB)
2
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$557M
4
WI
4
WBI Investments
New Jersey
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$748M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMT
451
Amica Retiree Medical Trust
Rhode Island
$41K – – –
WAM
452
Wealthspire Advisors (Maryland)
Maryland
$41K – – –
AW
453
Alpha Windward
Massachusetts
$40K -$471K -25,020 -92%
SWM
454
SeaCrest Wealth Management
New York
$40K +$38 +2 +0.1%
WTC
455
WhitTier Trust Company
Nevada
$39K – – –
MSFP
456
Mark Sheptoff Financial Planning
Connecticut
$38K – – –
QCG
457
Quadrant Capital Group
Ohio
$34K -$5.35K -327 -14%
SIC
458
Salem Investment Counselors
North Carolina
$29K – – –
S
459
SignatureFD
Georgia
$27K +$7.45K +388 +38%
PI
460
PineBridge Investments
New York
$27K +$27K +1,427 New
FHA
461
First Horizon Advisors
Tennessee
$26K +$18 +1 +0.1%
AOWM
462
Alpha Omega Wealth Management
Virginia
$25K -$11.5K -600 -32%
IFAM
463
Institutional & Family Asset Management
Colorado
$25K – – –
GLI
464
Guardian Life Insurance
New York
$25K +$328 +17 +1%
JFA
465
JNBA Financial Advisors
Minnesota
$25K +$5.29K +275 +27%
CIA
466
CSat Investment Advisory
Michigan
$25K +$8.33K +432 +50%
TRCT
467
Tower Research Capital (TRC)
New York
$24K -$132K -6,967 -85%
PMFA
468
Plante Moran Financial Advisors
Michigan
$24K -$14.5K -757 -38%
TPWA
469
TRUE Private Wealth Advisors
Oregon
$23.7K +$23.7K +1,241 New
TFA
470
Toth Financial Advisory
Virginia
$22K – – –
RFM
471
Royal Fund Management
Florida
$22K +$22K +1,182 New
AIL
472
AGF Investments LLC
Ontario, Canada
$21K – – –
KA
473
Kaizen Advisory
Illinois
$21K – – –
ZB
474
Zions Bancorporation
Utah
$21K +$21K +1,109 New
KJWM
475
Kiley Juergens Wealth Management
Washington
$20K +$20K +1,099 New
17 18
19
20 21