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Western Union

569 hedge funds and large institutions have $9.51B invested in Western Union in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 237 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $12.6M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.04% more ownership

Funds ownership: 106.31%107.36% (+1%)

2% more capital invested

Capital invested by funds: $9.28B → $9.51B (+$226M)

9% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 66

2% less funds holding

Funds holding: 583569 (-14)

26% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 237

Holders
569
Holders Change
-14
Holders Change %
-2.4%
% of All Funds
13.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
60
Increased
175
Reduced
237
Closed
66
Calls
$24.7M
Puts
$12.6M
Net Calls
+$12.1M
Net Calls Change
+$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
476
SWS Partners
Ohio
$35K -$4.92K -245 -12%
MIFH
477
Migdal Insurance & Financial Holdings
Israel
$34K +$6.2K +309 +21%
MCM
478
McKinley Capital Management
Alaska
$33K -$41.9K -2,085 -55%
SF
479
Synovus Financial
Georgia
$33K +$35.1K +1,750 New
HWP
480
Hefty Wealth Partners
Indiana
$28K -$888K -44,255 -97%
SIC
481
Salem Investment Counselors
North Carolina
$28K +$30.1K +1,500 New
ST
482
Smithfield Trust
Pennsylvania
$27K -$20.1K -1,000 -42%
WC
483
Whitnell & Co
Illinois
$27K
AIL
484
AGF Investments LLC
Ontario, Canada
$25K -$76.8K -3,828 -75%
GWM
485
Geneos Wealth Management
Colorado
$25K -$1.83K -91 -7%
IFAM
486
Institutional & Family Asset Management
Colorado
$25K +$26.3K +1,308 New
FHA
487
First Horizon Advisors
Tennessee
$23K -$8.03K -400 -24%
TFA
488
Toth Financial Advisory
Virginia
$22K
GLI
489
Guardian Life Insurance
New York
$21K -$8.77K -437 -29%
CIP
490
Convergence Investment Partners
Florida
$21K +$21.7K +1,082 New
EA
491
Edge Advisors
Georgia
$20K
JFA
492
JNBA Financial Advisors
Minnesota
$20K
VFA
493
Valeo Financial Advisors
Indiana
$20K
WTB
494
Washington Trust Bank
Washington
$20K +$9.88K +492 +89%
MA
495
MUFG Americas
New York
$19K -$8.03K -400 -29%
DAM
496
Delta Asset Management
Tennessee
$19K
PFSC
497
Peoples Financial Services Corp
Pennsylvania
$19K
PFPT
498
Pinnacle Financial Partners (Tennessee)
Tennessee
$19K +$19.7K +979 New
S
499
SignatureFD
Georgia
$19K +$19.9K +993 New
SIAP
500
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K

WU Hedge Fund Activity: Q1 2018 in Review

569 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2018, worth a combined $9.51B — up 2.4% from $9.28B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 60 opened new positions — a net loss of 6 holders — while 237 trimmed existing stakes and 175 added.

The largest buyer was BlackRock, adding an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $240M.

  • 569 institutional investors held Western Union (WU) as of Q1 2018, down from 583 in Q4 2017.
  • Funds reported $9.51B of Western Union stock for Q1 2018, up 2.4% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q1 2018 and 66 closed out, a net change of -6 holders.
  • The largest Western Union buyer in Q1 2018 was BlackRock, an estimated $212M added.
  • The largest Western Union seller in Q1 2018 was Capital Research Global Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2018.