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Western Union

557 hedge funds and large institutions have $9.04B invested in Western Union in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 204 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $8.27M

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

0.33% more ownership

Funds ownership: 105.7%106.03% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 559557 (-2)

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 204

9% less capital invested

Capital invested by funds: $9.89B → $9.04B (-$849M)

Holders
557
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
12.73%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
51
Increased
194
Reduced
204
Closed
47
Calls
$12.9M
Puts
$8.27M
Net Calls
+$4.67M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
501
Thompson Siegel & Walmsley
Virginia
$11K -$11K -569 -51%
ACM
502
AUA Capital Management
Pennsylvania
$11K
GAM
503
Gemmer Asset Management
California
$11K
AF
504
Allworth Financial
California
$10K
MMG
505
Monetary Management Group
Missouri
$10K
NFG
506
Next Financial Group
Texas
$10K +$9.82K +506 New
AWM
507
Avior Wealth Management
Nebraska
$9K
NSIM
508
North Star Investment Management
Illinois
$8K
TCOV
509
Trust Company of Vermont
Vermont
$8K
DWM
510
Destination Wealth Management
California
$8K +$7.76K +400 New
Qube Research & Technologies (QRT)
511
Qube Research & Technologies (QRT)
United Kingdom
$8K +$8.45K +435 New
ADL
512
Asset Dedication LLC
California
$7K
AWM
513
Aevitas Wealth Management
Massachusetts
$7K +$19 +1 +0.3%
WAP
514
Wealthcare Advisory Partners
Pennsylvania
$7K +$39 +2 +0.5%
PCP
515
Proficio Capital Partners
Massachusetts
$7K +$3.88K +200 +131%
AAP
516
Arax Advisory Partners
Colorado
$7K +$6.78K +349 New
CHC
517
City Holding Co
West Virginia
$6K -$5.18K -267 -44%
JFGIW
518
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
SWP
519
Strategic Wealth Partners
Ohio
$6K
SF
520
Synovus Financial
Georgia
$6K
CFA
521
Carroll Financial Associates
North Carolina
$6K +$58 +3 +0.9%
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$6K +$427 +22 +8%
DSI
523
Daiwa SB Investments
Japan
$6K +$6.41K +330 New
BFEC
524
Benjamin F. Edwards & Company
Missouri
$5K
FC
525
Ferris Capital
Massachusetts
$5K

WU Hedge Fund Activity: Q3 2018 in Review

557 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2018, worth a combined $9.04B — down 8.6% from $9.89B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WU positions and 47 closed out — a net gain of 4 holders — while 194 added to existing stakes and 204 trimmed.

The largest buyer was Capital World Investors, adding an estimated $175M. The largest seller was Capital Research Global Investors, cutting an estimated $237M.

  • 557 institutional investors held Western Union (WU) as of Q3 2018, down from 559 in Q2 2018.
  • Funds reported $9.04B of Western Union stock for Q3 2018, down 8.6% quarter-over-quarter.
  • 51 funds opened new Western Union positions in Q3 2018 and 47 closed out, a net change of +4 holders.
  • The largest Western Union buyer in Q3 2018 was Capital World Investors, an estimated $175M added.
  • The largest Western Union seller in Q3 2018 was Capital Research Global Investors, an estimated $237M sold.

Based on aggregated 13F filings for Q3 2018.