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Western Union

567 hedge funds and large institutions have $10.2B invested in Western Union in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 190 increasing their positions, 226 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

1.21% less ownership

Funds ownership: 105.78%104.57% (-1.2%)

2% less funds holding

Funds holding: 576567 (-9)

8% less capital invested

Capital invested by funds: $11.1B → $10.2B (-$905M)

16% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 226

20% less call options, than puts

Call options by funds: $26.2M | Put options by funds: $32.6M

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

Holders
567
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
14.12%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.12%
New
64
Increased
190
Reduced
226
Closed
63
Calls
$26.2M
Puts
$32.6M
Net Calls
-$6.45M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
501
Alpha Windward
Massachusetts
$35K
EWM
502
Evercore Wealth Management
New York
$35K +$18.7K +915 +111%
AIM
503
Acrospire Investment Management
Illinois
$33K -$81.7K -4,001 -71%
GWM
504
Geneos Wealth Management
Colorado
$32K -$14.8K -723 -31%
HWP
505
Hefty Wealth Partners
Indiana
$29K
WC
506
Whitnell & Co
Illinois
$28K
RIM
507
Rampart Investment Management
Connecticut
$27K +$27.5K +1,346 New
SF
508
Synovus Financial
Georgia
$25K -$34.9K -1,710 -58%
JFA
509
JNBA Financial Advisors
Minnesota
$21K -$42.2K -2,068 -67%
EA
510
Edge Advisors
Georgia
$21K -$163 -8 -0.8%
DAM
511
Delta Asset Management
Tennessee
$20K
IP
512
Intellectus Partners
California
$20K
PFSC
513
Peoples Financial Services Corp
Pennsylvania
$20K
FPS
514
Fieldpoint Private Securities
Connecticut
$20K +$20.4K +1,000 New
WTB
515
Washington Trust Bank
Washington
$19K -$816 -40 -4%
MFW
516
Mosaic Family Wealth
Missouri
$19K
SIAP
517
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K
WAM
518
Wealthspire Advisors (Maryland)
Maryland
$19K +$4.39K +215 +30%
Carson Wealth (CWM LLC)
519
Carson Wealth (CWM LLC)
Nebraska
$16K -$3.47K -170 -18%
JFGIW
520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K
NFG
521
Next Financial Group
Texas
$14K -$674 -33 -5%
EFSCE
522
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$1.43K -70 -10%
RFA
523
Reilly Financial Advisors
California
$13K +$12.9K +634 New
AF
524
Allworth Financial
California
$11K
ACM
525
AUA Capital Management
Pennsylvania
$11K

WU Hedge Fund Activity: Q1 2017 in Review

567 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2017, worth a combined $10.2B — down 8.1% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WU positions and 63 closed out — a net gain of 1 holder — while 190 added to existing stakes and 226 trimmed.

The largest buyer was BlackRock, adding an estimated $683M. The largest seller was Skandinaviska Enskilda Banken (SEB), cutting an estimated $104M.

  • 567 institutional investors held Western Union (WU) as of Q1 2017, down from 576 in Q4 2016.
  • Funds reported $10.2B of Western Union stock for Q1 2017, down 8.1% quarter-over-quarter.
  • 64 funds opened new Western Union positions in Q1 2017 and 63 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q1 2017 was BlackRock, an estimated $683M added.
  • The largest Western Union seller in Q1 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $104M sold.

Based on aggregated 13F filings for Q1 2017.