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Western Union

549 hedge funds and large institutions have $9.29B invested in Western Union in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 176 increasing their positions, 229 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% less ownership

Funds ownership: 104.57%103.43% (-1.1%)

3% less funds holding

Funds holding: 567549 (-18)

9% less capital invested

Capital invested by funds: $10.2B → $9.29B (-$948M)

21% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 58

23% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 229

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

45% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $28.9M

Holders
549
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
13.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
46
Increased
176
Reduced
229
Closed
58
Calls
$15.8M
Puts
$28.9M
Net Calls
-$13.1M
Net Calls Change
-$6.66M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
476
Dupont Capital Management
Delaware
$38K +$38.5K +1,991 New
WOC
477
West Oak Capital
California
$37.5K
AOWM
478
Alpha Omega Wealth Management
Virginia
$36K
OC
479
Oakworth Capital
Alabama
$35K -$11.6K -600 -25%
QCG
480
Quadrant Capital Group
Ohio
$35K -$5.26K -272 -10%
HWP
481
Hefty Wealth Partners
Indiana
$27K
WC
482
Whitnell & Co
Illinois
$27K
WAM
483
Wealthspire Advisors (Maryland)
Maryland
$27K +$9.7K +501 +54%
EWM
484
Evercore Wealth Management
New York
$26K -$7.07K -365 -21%
AIM
485
Acrospire Investment Management
Illinois
$26K -$5.73K -296 -18%
GWM
486
Geneos Wealth Management
Colorado
$26K -$3.83K -198 -12%
CFA
487
Camarda Financial Advisors
Florida
$21K +$21.7K +1,119 New
GLI
488
Guardian Life Insurance
New York
$20K -$15.3K -791 -43%
JFA
489
JNBA Financial Advisors
Minnesota
$20K
DAM
490
Delta Asset Management
Tennessee
$19K
EA
491
Edge Advisors
Georgia
$19K
IP
492
Intellectus Partners
California
$19K
PFSC
493
Peoples Financial Services Corp
Pennsylvania
$19K
MFW
494
Mosaic Family Wealth
Missouri
$18K
SIAP
495
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K
WTB
496
Washington Trust Bank
Washington
$18K
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$15K
NA
498
NewEdge Advisors
Louisiana
$14.7K +$15.2K +786 New
NCM
499
Nelson Capital Management
California
$14K +$3.87K +200 +36%
MIFH
500
Migdal Insurance & Financial Holdings
Israel
$13K -$410K -21,191 -97%

WU Hedge Fund Activity: Q2 2017 in Review

549 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2017, worth a combined $9.29B — down 9.3% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of WU and 46 opened new positions — a net loss of 12 holders — while 229 trimmed existing stakes and 176 added.

The largest buyer was Bank of Montreal, adding an estimated $35.5M. The largest seller was Ninety One (UK), exiting entirely with an estimated $90M sold.

  • 549 institutional investors held Western Union (WU) as of Q2 2017, down from 567 in Q1 2017.
  • Funds reported $9.29B of Western Union stock for Q2 2017, down 9.3% quarter-over-quarter.
  • 46 funds opened new Western Union positions in Q2 2017 and 58 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q2 2017 was Bank of Montreal, an estimated $35.5M added.
  • The largest Western Union seller in Q2 2017 was Ninety One (UK), an estimated $90M sold.

Based on aggregated 13F filings for Q2 2017.