We are live on ! Find out more
WU icon

Western Union

528 hedge funds and large institutions have $9.16B invested in Western Union in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 180 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.62% less ownership

Funds ownership: 103.43%102.81% (-0.62%)

1% less capital invested

Capital invested by funds: $9.29B → $9.16B (-$132M)

4% less funds holding

Funds holding: 549528 (-21)

12% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 204

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

59% less call options, than puts

Call options by funds: $8.69M | Put options by funds: $21.1M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
13.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
39
Increased
180
Reduced
204
Closed
51
Calls
$8.69M
Puts
$21.1M
Net Calls
-$12.4M
Net Calls Change
+$669K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$48.9M -$3.33M -174,884 -6%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$46.8M +$20.7M +1,087,759 +81%
Deutsche Bank
28
Deutsche Bank
Germany
$46.6M +$8.86M +464,686 +24%
AP
29
Antipodes Partners
Australia
$44.1M +$9.79M +513,435 +29%
RJA
30
Raymond James & Associates
Florida
$43.1M +$4.13M +216,465 +11%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$42.9M -$74.8M -3,922,773 -64%
Morgan Stanley
32
Morgan Stanley
New York
$41.7M +$14.9M +781,675 +56%
SCP
33
Seizert Capital Partners
Michigan
$40.6M +$1.23M +64,515 +3%
WCM
34
Wedge Capital Management
North Carolina
$39.8M +$232K +12,188 +0.6%
Renaissance Technologies
35
Renaissance Technologies
New York
$39.8M +$19.3M +1,011,200 +95%
SCM
36
Sterling Capital Management
North Carolina
$39.5M +$20.5K +1,073 +0.1%
CS
37
Credit Suisse
Switzerland
$38.9M -$1.63M -85,252 -4%
Bank of America
38
Bank of America
North Carolina
$37M +$7.64M +401,019 +26%
Axa
39
Axa
France
$36.7M -$6.67M -349,800 -15%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$36.4M -$9.76K -512 -0%
Swiss National Bank
41
Swiss National Bank
Switzerland
$33.5M -$183K -9,600 -0.5%
TCIM
42
TIAA CREF Investment Management
New York
$33.4M -$4.06M -212,746 -11%
PPA
43
Parametric Portfolio Associates
Washington
$33M +$2.25M +118,060 +7%
PI
44
PGGM Investments
Netherlands
$32.9M +$129K +6,772 +0.4%
PCM
45
Polaris Capital Management
Massachusetts
$32.7M +$4.95M +259,700 +18%
First Manhattan
46
First Manhattan
New York
$32.3M -$2.79M -146,150 -8%
UBS AM
47
UBS AM
Illinois
$31.8M -$1.59M -83,342 -5%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$29.8M +$1.66M +87,060 +6%
JAM
49
Jupiter Asset Management
United Kingdom
$29.4M +$6.2M +325,000 +27%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$27.4M -$647K -33,965 -2%

WU Hedge Fund Activity: Q3 2017 in Review

528 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2017, worth a combined $9.16B — down 1.4% from $9.29B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of WU and 39 opened new positions — a net loss of 12 holders — while 204 trimmed existing stakes and 180 added.

The largest buyer was Vanguard Group, adding an estimated $25M. The largest seller was Schroder Investment Management Group, cutting an estimated $74.8M.

  • 528 institutional investors held Western Union (WU) as of Q3 2017, down from 549 in Q2 2017.
  • Funds reported $9.16B of Western Union stock for Q3 2017, down 1.4% quarter-over-quarter.
  • 39 funds opened new Western Union positions in Q3 2017 and 51 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q3 2017 was Vanguard Group, an estimated $25M added.
  • The largest Western Union seller in Q3 2017 was Schroder Investment Management Group, an estimated $74.8M sold.

Based on aggregated 13F filings for Q3 2017.