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Western Union

583 hedge funds and large institutions have $9.28B invested in Western Union in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 39

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more funds holding

Funds holding: 528583 (+55)

3.5% more ownership

Funds ownership: 102.81%106.31% (+3.5%)

1% more capital invested

Capital invested by funds: $9.16B → $9.28B (+$123M)

7% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 199

59% less call options, than puts

Call options by funds: $14M | Put options by funds: $34M

Holders
583
Holders Change
+55
Holders Change %
+10.42%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
97
Increased
186
Reduced
199
Closed
39
Calls
$14M
Puts
$34M
Net Calls
-$20M
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$61M +$4.57M +232,667 +8%
Renaissance Technologies
27
Renaissance Technologies
New York
$55.9M +$17.1M +869,100 +42%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$52.6M +$1.05M +53,300 +2%
Wells Fargo
29
Wells Fargo
California
$51.3M +$3.05M +155,406 +6%
Charles Schwab
30
Charles Schwab
California
$49.8M +$1.46M +74,420 +3%
Legal & General Group
31
Legal & General Group
United Kingdom
$47.5M -$897K -45,704 -2%
AA
32
ALPS Advisors
Colorado
$47M +$48.5M +2,471,176 New
TSW
33
Thompson Siegel & Walmsley
Virginia
$44.4M -$9.16M -467,003 -17%
WCM
34
Wedge Capital Management
North Carolina
$43.6M +$4.3M +218,865 +11%
RJA
35
Raymond James & Associates
Florida
$41.2M -$1.62M -82,518 -4%
MWNA
36
Marshall Wace North America
New York
$40.2M +$19.5M +994,643 +89%
CS
37
Credit Suisse
Switzerland
$39.6M +$1.16M +59,226 +3%
SCP
38
Seizert Capital Partners
Michigan
$38.8M -$1.52M -77,285 -4%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$34.7M -$1.35M -68,721 -4%
Axa
40
Axa
France
$34.6M -$1.84M -93,642 -5%
JAM
41
Jupiter Asset Management
United Kingdom
$34.1M +$5.21M +265,640 +17%
PCM
42
Polaris Capital Management
Massachusetts
$34.1M +$1.79M +91,000 +5%
PPA
43
Parametric Portfolio Associates
Washington
$33.2M +$588K +29,956 +2%
Swiss National Bank
44
Swiss National Bank
Switzerland
$32.6M -$563K -28,700 -2%
VanEck Associates
45
VanEck Associates
New York
$32.5M +$16.4M +836,825 +96%
Bank of America
46
Bank of America
North Carolina
$31.4M -$5.42M -276,294 -14%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$30.5M +$960K +48,897 +3%
UBS AM
48
UBS AM
Illinois
$30.3M -$1.17M -59,525 -4%
TCIM
49
TIAA CREF Investment Management
New York
$29.8M -$3.43M -174,824 -10%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$27.3M +$155K +7,914 +0.6%

WU Hedge Fund Activity: Q4 2017 in Review

583 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2017, worth a combined $9.28B — up 1.3% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new WU positions and 39 closed out — a net gain of 58 holders — while 186 added to existing stakes and 199 trimmed.

The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $104M. The largest seller was Capital Research Global Investors, cutting an estimated $91.4M.

  • 583 institutional investors held Western Union (WU) as of Q4 2017, up from 528 in Q3 2017.
  • Funds reported $9.28B of Western Union stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 97 funds opened new Western Union positions in Q4 2017 and 39 closed out, a net change of +58 holders.
  • The largest Western Union buyer in Q4 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $104M added.
  • The largest Western Union seller in Q4 2017 was Capital Research Global Investors, an estimated $91.4M sold.

Based on aggregated 13F filings for Q4 2017.