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Western Union

557 hedge funds and large institutions have $9.04B invested in Western Union in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 204 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $8.27M

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

0.33% more ownership

Funds ownership: 105.7%106.03% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 559557 (-2)

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 204

9% less capital invested

Capital invested by funds: $9.89B → $9.04B (-$849M)

Holders
557
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
12.73%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
51
Increased
194
Reduced
204
Closed
47
Calls
$12.9M
Puts
$8.27M
Net Calls
+$4.67M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
476
Zions Bancorporation
Utah
$21K +$21.5K +1,109 New
KJWM
477
Kiley Juergens Wealth Management
Washington
$20K +$21.3K +1,099 New
CG
478
Cutler Group
California
$20K +$21.4K +1,100 New
GWS
479
Glassman Wealth Services
Virginia
$19K -$854 -44 -4%
DAM
480
Delta Asset Management
Tennessee
$19K
PFPT
481
Pinnacle Financial Partners (Tennessee)
Tennessee
$19K
SMFS
482
Squar Milner Financial Services
California
$19K
VFA
483
Valeo Financial Advisors
Indiana
$19K
SIAP
484
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K
SWP
485
Stratos Wealth Partners
Ohio
$18K +$18K +929 New
CFGS
486
Concourse Financial Group Securities
Alabama
$18K +$18.4K +948 New
MA
487
MUFG Americas
New York
$17K
OC
488
Oakworth Capital
Alabama
$16K
SFM
489
Signet Financial Management
New Jersey
$15K
TC
490
Trust Company
Kansas
$15K
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
$15K +$3.07K +158 +26%
MFW
492
Mosaic Family Wealth
Missouri
$14K
PWAG
493
Polaris Wealth Advisory Group
California
$14K +$14.2K +729 New
BCM
494
Brasada Capital Management
Texas
$14K +$14.5K +749 New
WC
495
Whitnell & Co
Illinois
$13K -$13.6K -700 -50%
PFBT
496
Parkside Financial Bank & Trust
Missouri
$13K +$641 +33 +5%
RA
497
Rational Advisors
New York
$13K +$12.1K +623 +1,246%
LFA
498
Legacy Financial Advisors
Kentucky
$12K
Rockefeller Capital Management
499
Rockefeller Capital Management
New York
$12K
MCM
500
MV Capital Management
Maryland
$12K +$3.98K +205 +48%

WU Hedge Fund Activity: Q3 2018 in Review

557 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2018, worth a combined $9.04B — down 8.6% from $9.89B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WU positions and 47 closed out — a net gain of 4 holders — while 194 added to existing stakes and 204 trimmed.

The largest buyer was Capital World Investors, adding an estimated $175M. The largest seller was Capital Research Global Investors, cutting an estimated $237M.

  • 557 institutional investors held Western Union (WU) as of Q3 2018, down from 559 in Q2 2018.
  • Funds reported $9.04B of Western Union stock for Q3 2018, down 8.6% quarter-over-quarter.
  • 51 funds opened new Western Union positions in Q3 2018 and 47 closed out, a net change of +4 holders.
  • The largest Western Union buyer in Q3 2018 was Capital World Investors, an estimated $175M added.
  • The largest Western Union seller in Q3 2018 was Capital Research Global Investors, an estimated $237M sold.

Based on aggregated 13F filings for Q3 2018.