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Western Union

569 hedge funds and large institutions have $9.51B invested in Western Union in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 237 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $12.6M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.04% more ownership

Funds ownership: 106.31%107.36% (+1%)

2% more capital invested

Capital invested by funds: $9.28B → $9.51B (+$226M)

9% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 66

2% less funds holding

Funds holding: 583569 (-14)

26% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 237

Holders
569
Holders Change
-14
Holders Change %
-2.4%
% of All Funds
13.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
60
Increased
175
Reduced
237
Closed
66
Calls
$24.7M
Puts
$12.6M
Net Calls
+$12.1M
Net Calls Change
+$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
501
Stratos Wealth Partners
Ohio
$18K
OC
502
Oakworth Capital
Alabama
$16K -$20.1K -1,000 -55%
AWM
503
Aevitas Wealth Management
Massachusetts
$16K
RA
504
Rational Advisors
New York
$16K +$17.2K +858 New
VEA
505
Virtus ETF Advisers
New York
$15K -$2.41K -120 -13%
TC
506
Trust Company
Kansas
$15K
SFM
507
Signet Financial Management
New Jersey
$15K +$16.1K +800 New
MFW
508
Mosaic Family Wealth
Missouri
$14K
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$12K -$9.8K -488 -44%
ACM
510
AUA Capital Management
Pennsylvania
$11K
CHC
511
City Holding Co
West Virginia
$11K
GAM
512
Gemmer Asset Management
California
$11K
LFA
513
Legacy Financial Advisors
Kentucky
$11K
NCM
514
Nelson Capital Management
California
$11K
AF
515
Allworth Financial
California
$10K
FCMT
516
Founders Capital Management (Texas)
Texas
$10K
MMG
517
Monetary Management Group
Missouri
$10K
FMA
518
FNY Managed Accounts
New York
$10K +$923 +46 +9%
CAPTRUST Financial Advisors
519
CAPTRUST Financial Advisors
North Carolina
$10K +$10.4K +520 New
AWM
520
Avior Wealth Management
Nebraska
$9K
CBT
521
Capital Bank & Trust
California
$9K
KA
522
Kaizen Advisory
Illinois
$9K
GFP
523
Gryphon Financial Partners
Ohio
$8K -$2.11K -105 -19%
MCM
524
MV Capital Management
Maryland
$8K
NSIM
525
North Star Investment Management
Illinois
$8K

WU Hedge Fund Activity: Q1 2018 in Review

569 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2018, worth a combined $9.51B — up 2.4% from $9.28B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 60 opened new positions — a net loss of 6 holders — while 237 trimmed existing stakes and 175 added.

The largest buyer was BlackRock, adding an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $240M.

  • 569 institutional investors held Western Union (WU) as of Q1 2018, down from 583 in Q4 2017.
  • Funds reported $9.51B of Western Union stock for Q1 2018, up 2.4% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q1 2018 and 66 closed out, a net change of -6 holders.
  • The largest Western Union buyer in Q1 2018 was BlackRock, an estimated $212M added.
  • The largest Western Union seller in Q1 2018 was Capital Research Global Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2018.