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Western Union

583 hedge funds and large institutions have $9.28B invested in Western Union in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 39

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more funds holding

Funds holding: 528583 (+55)

3.5% more ownership

Funds ownership: 102.81%106.31% (+3.5%)

1% more capital invested

Capital invested by funds: $9.16B → $9.28B (+$123M)

7% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 199

59% less call options, than puts

Call options by funds: $14M | Put options by funds: $34M

Holders
583
Holders Change
+55
Holders Change %
+10.42%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
97
Increased
186
Reduced
199
Closed
39
Calls
$14M
Puts
$34M
Net Calls
-$20M
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
501
MUFG Americas
New York
$27K -$26.1K -1,330 -49%
WC
502
Whitnell & Co
Illinois
$27K
GWM
503
Geneos Wealth Management
Colorado
$26K +$39 +2 +0.1%
PCM
504
Penserra Capital Management
California
$24K +$25.1K +1,280 New
STA
505
Summit Trail Advisors
New York
$23K +$22.4K +1,141 New
TFA
506
Toth Financial Advisory
Virginia
$22K +$22.6K +1,150 New
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$21K +$6.71K +342 +45%
VFA
508
Valeo Financial Advisors
Indiana
$20K
DAM
509
Delta Asset Management
Tennessee
$19K
EA
510
Edge Advisors
Georgia
$19K
JFA
511
JNBA Financial Advisors
Minnesota
$19K
PFSC
512
Peoples Financial Services Corp
Pennsylvania
$19K
SIAP
513
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K
SWP
514
Stratos Wealth Partners
Ohio
$18K +$18.2K +929 New
VEA
515
Virtus ETF Advisers
New York
$17K +$17.6K +896 New
AWM
516
Aevitas Wealth Management
Massachusetts
$16K +$16.6K +846 New
TC
517
Trust Company
Kansas
$15K +$15.3K +779 New
MFW
518
Mosaic Family Wealth
Missouri
$14K -$3.92K -200 -21%
WWMSC
519
Wagner Wealth Management (South Carolina)
South Carolina
$13K
RFA
520
Reilly Financial Advisors
California
$12K
WTB
521
Washington Trust Bank
Washington
$11K -$7.85K -400 -42%
CHC
522
City Holding Co
West Virginia
$11K
GAM
523
Gemmer Asset Management
California
$11K +$353 +18 +3%
LFA
524
Legacy Financial Advisors
Kentucky
$11K +$12.4K +630 New
AF
525
Allworth Financial
California
$10K

WU Hedge Fund Activity: Q4 2017 in Review

583 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2017, worth a combined $9.28B — up 1.3% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new WU positions and 39 closed out — a net gain of 58 holders — while 186 added to existing stakes and 199 trimmed.

The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $104M. The largest seller was Capital Research Global Investors, cutting an estimated $91.4M.

  • 583 institutional investors held Western Union (WU) as of Q4 2017, up from 528 in Q3 2017.
  • Funds reported $9.28B of Western Union stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 97 funds opened new Western Union positions in Q4 2017 and 39 closed out, a net change of +58 holders.
  • The largest Western Union buyer in Q4 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $104M added.
  • The largest Western Union seller in Q4 2017 was Capital Research Global Investors, an estimated $91.4M sold.

Based on aggregated 13F filings for Q4 2017.