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Western Union

528 hedge funds and large institutions have $9.16B invested in Western Union in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 180 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.62% less ownership

Funds ownership: 103.43%102.81% (-0.62%)

1% less capital invested

Capital invested by funds: $9.29B → $9.16B (-$132M)

4% less funds holding

Funds holding: 549528 (-21)

12% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 204

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

59% less call options, than puts

Call options by funds: $8.69M | Put options by funds: $21.1M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
13.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
39
Increased
180
Reduced
204
Closed
51
Calls
$8.69M
Puts
$21.1M
Net Calls
-$12.4M
Net Calls Change
+$669K
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
501
Benjamin F. Edwards & Company
Missouri
$5K
SIM
502
Sentry Investment Management
Wisconsin
$5K
TRCT
503
Tower Research Capital (TRC)
New York
$5K +$5.39K +283 New
BWA
504
BDO Wealth Advisors
Florida
$4K -$3.81K -200 -49%
WB
505
Webster Bank
Connecticut
$4K
YWP
506
YorkBridge Wealth Partners
New York
$4K
HR
507
Howe & Rusling
New York
$3K
VCM
508
Versant Capital Management
Arizona
$3K +$1.28K +67 +50%
TFO
509
Tarbox Family Office
California
$3K +$1.56K +82 +82%
ADL
510
Asset Dedication LLC
California
$3K +$2.69K +141 New
SWA
511
Sutton Wealth Advisors
Florida
$2.53K
TFA
512
Transamerica Financial Advisors
Florida
$2K -$133 -7 -7%
PFBT
513
Parkside Financial Bank & Trust
Missouri
$2K +$915 +48 +62%
AssetMark Inc
514
AssetMark Inc
California
$2K +$1.47K +77 +275%
MFT
515
Moisand Fitzgerald Tamayo
Florida
$2K +$1.91K +100 New
BTIS
516
BB&T Investment Services
North Carolina
$2K +$1.93K +101 +388%
OFS
517
Orrstown Financial Services
Pennsylvania
$2K +$2.23K +117 New
WPA
518
West Paces Advisors
Georgia
$1.15K
AIM
519
Arcadia Investment Management
Michigan
$1K
OFW
520
Omnia Family Wealth
Florida
$1K
SFSIG
521
San Francisco Sentry Investment Group
California
$1K
WAS
522
Winch Advisory Services
Wisconsin
$1K
OIA
523
OneDigital Investment Advisors
Kansas
$1K +$953 +50 New
CB
524
Cooke & Bieler
Pennsylvania
-$39.2M -2,058,116 Closed
Arrowstreet Capital
525
Arrowstreet Capital
Massachusetts
-$23.1M -1,212,000 Closed

WU Hedge Fund Activity: Q3 2017 in Review

528 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2017, worth a combined $9.16B — down 1.4% from $9.29B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of WU and 39 opened new positions — a net loss of 12 holders — while 204 trimmed existing stakes and 180 added.

The largest buyer was Vanguard Group, adding an estimated $25M. The largest seller was Schroder Investment Management Group, cutting an estimated $74.8M.

  • 528 institutional investors held Western Union (WU) as of Q3 2017, down from 549 in Q2 2017.
  • Funds reported $9.16B of Western Union stock for Q3 2017, down 1.4% quarter-over-quarter.
  • 39 funds opened new Western Union positions in Q3 2017 and 51 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q3 2017 was Vanguard Group, an estimated $25M added.
  • The largest Western Union seller in Q3 2017 was Schroder Investment Management Group, an estimated $74.8M sold.

Based on aggregated 13F filings for Q3 2017.