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Western Union

567 hedge funds and large institutions have $10.2B invested in Western Union in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 190 increasing their positions, 226 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

1.21% less ownership

Funds ownership: 105.78%104.57% (-1.2%)

2% less funds holding

Funds holding: 576567 (-9)

8% less capital invested

Capital invested by funds: $11.1B → $10.2B (-$905M)

16% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 226

20% less call options, than puts

Call options by funds: $26.2M | Put options by funds: $32.6M

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

Holders
567
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
14.12%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.12%
New
64
Increased
190
Reduced
226
Closed
63
Calls
$26.2M
Puts
$32.6M
Net Calls
-$6.45M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
476
Meeder Asset Management
Ohio
$96K -$32.7K -1,604 -25%
ST
477
Smithfield Trust
Pennsylvania
$93K -$10.2K -500 -10%
ABA
478
American Beacon Advisors
Texas
$89K +$89.3K +4,375 New
PB
479
Pinnacle Bancorp
Nebraska
$89K +$88.9K +4,355 New
SAM
480
Solaris Asset Management
New York
$81K
FPF
481
FNY Partners Fund
New York
$81K +$81.6K +4,000 New
HSA
482
Hussman Strategic Advisors
Maryland
$69K +$69.4K +3,400 New
VFA
483
Virtus Fund Advisers
Connecticut
$68K
CPP
484
Crow Point Partners
Massachusetts
$62K -$48.1K -2,356 -44%
AC
485
Alexandria Capital
Virginia
$59K
ARMT
486
Amica Retiree Medical Trust
Rhode Island
$57K
FPA
487
Fieldpoint Private Advisors
New York
$56K -$1.92M -93,875 -97%
MA
488
MUFG Americas
New York
$56K
QCG
489
Quadrant Capital Group
Ohio
$52K +$3.18K +156 +6%
FHA
490
First Horizon Advisors
Tennessee
$51K -$24.3K -1,189 -31%
OC
491
Oakworth Capital
Alabama
$49K -$8.16K -400 -14%
TRCT
492
Tower Research Capital (TRC)
New York
$47K -$138K -6,737 -75%
CFA
493
Carroll Financial Associates
North Carolina
$47K +$61 +3 +0.1%
GBBWRPM
494
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$45K -$2.06K -101 -4%
PA
495
Parallel Advisors
California
$45K -$653 -32 -1%
PMFA
496
Plante Moran Financial Advisors
Michigan
$43K -$29.6K -1,449 -41%
Fifth Third Bancorp
497
Fifth Third Bancorp
Ohio
$41K -$20.3K -997 -33%
WOC
498
West Oak Capital
California
$40K +$2.04K +100 +5%
AOWM
499
Alpha Omega Wealth Management
Virginia
$39K
GLI
500
Guardian Life Insurance
New York
$38K +$20 +1 +0.1%

WU Hedge Fund Activity: Q1 2017 in Review

567 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2017, worth a combined $10.2B — down 8.1% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WU positions and 63 closed out — a net gain of 1 holder — while 190 added to existing stakes and 226 trimmed.

The largest buyer was BlackRock, adding an estimated $683M. The largest seller was Skandinaviska Enskilda Banken (SEB), cutting an estimated $104M.

  • 567 institutional investors held Western Union (WU) as of Q1 2017, down from 576 in Q4 2016.
  • Funds reported $10.2B of Western Union stock for Q1 2017, down 8.1% quarter-over-quarter.
  • 64 funds opened new Western Union positions in Q1 2017 and 63 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q1 2017 was BlackRock, an estimated $683M added.
  • The largest Western Union seller in Q1 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $104M sold.

Based on aggregated 13F filings for Q1 2017.