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Western Union

559 hedge funds and large institutions have $9.89B invested in Western Union in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 172 increasing their positions, 233 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $9.51B → $9.89B (+$379M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

1.65% less ownership

Funds ownership: 107.36%105.7% (-1.7%)

2% less funds holding

Funds holding: 569559 (-10)

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 233

36% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $22.1M

Holders
559
Holders Change
-10
Holders Change %
-1.76%
% of All Funds
12.8%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
45
Increased
172
Reduced
233
Closed
48
Calls
$14.2M
Puts
$22.1M
Net Calls
-$7.89M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
476
JNBA Financial Advisors
Minnesota
$21K
S
477
SignatureFD
Georgia
$21K +$518 +26 +3%
GWS
478
Glassman Wealth Services
Virginia
$21K +$20.5K +1,029 +6,860%
DAM
479
Delta Asset Management
Tennessee
$20K
PFSC
480
Peoples Financial Services Corp
Pennsylvania
$20K
PFPT
481
Pinnacle Financial Partners (Tennessee)
Tennessee
$20K
VFA
482
Valeo Financial Advisors
Indiana
$20K
SMFS
483
Squar Milner Financial Services
California
$20K +$19.9K +1,000 New
SIAP
484
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K
MA
485
MUFG Americas
New York
$18K -$1.99K -100 -10%
CIA
486
CSat Investment Advisory
Michigan
$18K +$17.2K +865 New
OC
487
Oakworth Capital
Alabama
$17K
SFM
488
Signet Financial Management
New Jersey
$16K
TC
489
Trust Company
Kansas
$16K
MFW
490
Mosaic Family Wealth
Missouri
$15K
VEA
491
Virtus ETF Advisers
New York
$13K -$2.85K -143 -18%
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$13K
LFA
493
Legacy Financial Advisors
Kentucky
$13K
PFBT
494
Parkside Financial Bank & Trust
Missouri
$13K +$9.08K +456 +256%
Rockefeller Capital Management
495
Rockefeller Capital Management
New York
$13K +$12.5K +626 New
GAM
496
Gemmer Asset Management
California
$12K
AF
497
Allworth Financial
California
$11K
ACM
498
AUA Capital Management
Pennsylvania
$11K
CHC
499
City Holding Co
West Virginia
$11K
CAPTRUST Financial Advisors
500
CAPTRUST Financial Advisors
North Carolina
$11K +$80 +4 +0.8%

WU Hedge Fund Activity: Q2 2018 in Review

559 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2018, worth a combined $9.89B — up 4% from $9.51B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of WU and 45 opened new positions — a net loss of 3 holders — while 233 trimmed existing stakes and 172 added.

The largest buyer was Jupiter Asset Management, adding an estimated $86.8M. The largest seller was Guggenheim Capital, cutting an estimated $57.3M.

  • 559 institutional investors held Western Union (WU) as of Q2 2018, down from 569 in Q1 2018.
  • Funds reported $9.89B of Western Union stock for Q2 2018, up 4% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q2 2018 and 48 closed out, a net change of -3 holders.
  • The largest Western Union buyer in Q2 2018 was Jupiter Asset Management, an estimated $86.8M added.
  • The largest Western Union seller in Q2 2018 was Guggenheim Capital, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2018.