We are live on ! Find out more
WU icon

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
WT
476
Whittier Trust
California
$90K
IAM
477
Integre Asset Management
New York
$84K +$87.2K +4,442 New
DSC
478
Duncker Streett & Co
Missouri
$82K -$2.94K -150 -3%
HNB
479
Huntington National Bank
Ohio
$74K +$2.87K +146 +4%
MCM
480
McKinley Capital Management
Alaska
$72K +$74.6K +3,800 New
VFA
481
Virtus Fund Advisers
Connecticut
$64K
ARMT
482
Amica Retiree Medical Trust
Rhode Island
$54K
PA
483
Parallel Advisors
California
$51K +$4.91K +250 +10%
ST
484
Smithfield Trust
Pennsylvania
$46K -$31.4K -1,600 -40%
WAM
485
Wealthspire Advisors (Maryland)
Maryland
$43K +$5.99K +305 +16%
PMFA
486
Plante Moran Financial Advisors
Michigan
$42K +$922 +47 +2%
DCM
487
Delpha Capital Management
New York
$42K +$43.1K +2,197 New
WTC
488
WhitTier Trust Company
Nevada
$41K
Fifth Third Bancorp
489
Fifth Third Bancorp
Ohio
$40K +$2.88K +147 +8%
SWM
490
SeaCrest Wealth Management
New York
$40K +$41.2K +2,100 New
QCG
491
Quadrant Capital Group
Ohio
$39K -$648 -33 -1%
SP
492
SWS Partners
Ohio
$39K +$40.8K +2,077 New
DCM
493
Dupont Capital Management
Delaware
$38K
IBOK
494
Independence Bank of Kentucky
Kentucky
$38K +$39.2K +2,000 New
Bessemer Group
495
Bessemer Group
New Jersey
$36K -$1.18K -60 -3%
AOWM
496
Alpha Omega Wealth Management
Virginia
$36K
OC
497
Oakworth Capital
Alabama
$36K
FHA
498
First Horizon Advisors
Tennessee
$33K -$18.3K -932 -36%
GLI
499
Guardian Life Insurance
New York
$29K +$8.65K +441 +41%
MIFH
500
Migdal Insurance & Financial Holdings
Israel
$28K -$1.05M -53,336 -97%

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.