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
Carson Wealth (CWM LLC)
476
Carson Wealth (CWM LLC)
Nebraska
$15K
RFA
477
Reilly Financial Advisors
California
$12K
NCM
478
Nelson Capital Management
California
$11K -$3.81K -200 -27%
ACM
479
AUA Capital Management
Pennsylvania
$11K
GAM
480
Gemmer Asset Management
California
$11K +$114 +6 +1%
CHC
481
City Holding Co
West Virginia
$11K +$5.09K +267 +80%
AF
482
Allworth Financial
California
$10K
FCMT
483
Founders Capital Management (Texas)
Texas
$10K
MMG
484
Monetary Management Group
Missouri
$10K
EFSCE
485
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$6.08K +319 +159%
AFNAS
486
American Financial Network Advisory Services
California
$10K +$9.82K +515 New
CBT
487
Capital Bank & Trust
California
$9K
AWM
488
Avior Wealth Management
Nebraska
$8K
NSIM
489
North Star Investment Management
Illinois
$8K
PCP
490
Proficio Capital Partners
Massachusetts
$8K +$400 +21 +5%
MCM
491
MV Capital Management
Maryland
$7K +$7.22K +379 New
WAP
492
Wealthcare Advisory Partners
Pennsylvania
$7K +$7.26K +381 New
CFA
493
Carroll Financial Associates
North Carolina
$6K -$38.1K -2,000 -87%
NFG
494
Next Financial Group
Texas
$6K -$7.63K -400 -57%
CAW
495
Cornerstone Advisors (Washington)
Washington
$6K
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
FMII
497
Farmers & Merchants Investments Inc
Nebraska
$6K +$2.1K +110 +49%
ZB
498
Zions Bancorporation
Utah
$6K +$6.37K +334 New
AIM
499
Anchor Investment Management
South Carolina
$5.76K
GBT
500
Grove Bank & Trust
Florida
$5K -$4.86K -255 -49%

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.