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Western Union

549 hedge funds and large institutions have $9.29B invested in Western Union in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 176 increasing their positions, 229 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% less ownership

Funds ownership: 104.57%103.43% (-1.1%)

3% less funds holding

Funds holding: 567549 (-18)

9% less capital invested

Capital invested by funds: $10.2B → $9.29B (-$948M)

21% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 58

23% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 229

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

45% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $28.9M

Holders
549
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
13.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
46
Increased
176
Reduced
229
Closed
58
Calls
$15.8M
Puts
$28.9M
Net Calls
-$13.1M
Net Calls Change
-$6.66M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
501
Next Financial Group
Texas
$13K
RFA
502
Reilly Financial Advisors
California
$12K
AF
503
Allworth Financial
California
$10K
ACM
504
AUA Capital Management
Pennsylvania
$10K
FCMT
505
Founders Capital Management (Texas)
Texas
$10K
MMG
506
Monetary Management Group
Missouri
$10K
GAM
507
Gemmer Asset Management
California
$10K +$116 +6 +1%
GBT
508
Grove Bank & Trust
Florida
$10K +$5.13K +265 +104%
ST
509
Spot Trading
Illinois
$10K +$10.4K +535 New
CBT
510
Capital Bank & Trust
California
$9K +$9.12K +471 New
MAM
511
Meeder Asset Management
Ohio
$8K -$83.3K -4,305 -91%
AWM
512
Avior Wealth Management
Nebraska
$8K
NSIM
513
North Star Investment Management
Illinois
$8K
PCP
514
Proficio Capital Partners
Massachusetts
$8K +$7.37K +381 +2,931%
BWA
515
BDO Wealth Advisors
Florida
$8K +$7.9K +408 New
JFGIW
516
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K -$8.19K -423 -59%
CHC
517
City Holding Co
West Virginia
$6K
CAW
518
Cornerstone Advisors (Washington)
Washington
$6K +$658 +34 +13%
LWCFA
519
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$5.55K +287 New
FC
520
Ferris Capital
Massachusetts
$6K +$6.29K +325 New
IUHSA
521
Itau Unibanco Holding S.A.
Brazil
$6K +$6.39K +330 New
AIM
522
Anchor Investment Management
South Carolina
$5.71K
Twin Tree Management
523
Twin Tree Management
Texas
$5K -$416K -21,492 -99%
BFEC
524
Benjamin F. Edwards & Company
Missouri
$5K
SIM
525
Sentry Investment Management
Wisconsin
$5K +$4.8K +248 New

WU Hedge Fund Activity: Q2 2017 in Review

549 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2017, worth a combined $9.29B — down 9.3% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of WU and 46 opened new positions — a net loss of 12 holders — while 229 trimmed existing stakes and 176 added.

The largest buyer was Bank of Montreal, adding an estimated $35.5M. The largest seller was Ninety One (UK), exiting entirely with an estimated $90M sold.

  • 549 institutional investors held Western Union (WU) as of Q2 2017, down from 567 in Q1 2017.
  • Funds reported $9.29B of Western Union stock for Q2 2017, down 9.3% quarter-over-quarter.
  • 46 funds opened new Western Union positions in Q2 2017 and 58 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q2 2017 was Bank of Montreal, an estimated $35.5M added.
  • The largest Western Union seller in Q2 2017 was Ninety One (UK), an estimated $90M sold.

Based on aggregated 13F filings for Q2 2017.