We are live on ! Find out more
WU icon

Western Union

567 hedge funds and large institutions have $10.2B invested in Western Union in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 190 increasing their positions, 226 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

1.21% less ownership

Funds ownership: 105.78%104.57% (-1.2%)

2% less funds holding

Funds holding: 576567 (-9)

8% less capital invested

Capital invested by funds: $11.1B → $10.2B (-$905M)

16% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 226

20% less call options, than puts

Call options by funds: $26.2M | Put options by funds: $32.6M

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

Holders
567
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
14.12%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.12%
New
64
Increased
190
Reduced
226
Closed
63
Calls
$26.2M
Puts
$32.6M
Net Calls
-$6.45M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
526
Nelson Capital Management
California
$11K
GAM
527
Gemmer Asset Management
California
$11K +$510 +25 +5%
FCMT
528
Founders Capital Management (Texas)
Texas
$11K +$11K +537 New
CGT
529
Capital Guardian Trust
California
$10K
MMG
530
Monetary Management Group
Missouri
$10K
Loomis, Sayles & Company
531
Loomis, Sayles & Company
Massachusetts
$9K -$203K -9,957 -96%
SLF
532
Sun Life Financial
Ontario, Canada
$8.17K -$571 -28 -14%
AWM
533
Avior Wealth Management
Nebraska
$8K
NSIM
534
North Star Investment Management
Illinois
$8K +$8.16K +400 New
AIM
535
Anchor Investment Management
South Carolina
$6.11K -$10.2K -500 -63%
CHC
536
City Holding Co
West Virginia
$6K
BFEC
537
Benjamin F. Edwards & Company
Missouri
$5K
BG
538
Bollard Group
Massachusetts
$5K
CAW
539
Cornerstone Advisors (Washington)
Washington
$5K
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$5K
GBT
541
Grove Bank & Trust
Florida
$5K
YWP
542
YorkBridge Wealth Partners
New York
$4K -$2.57K -126 -41%
WB
543
Webster Bank
Connecticut
$4K
FPFS
544
First Personal Financial Services
North Carolina
$3K
HR
545
Howe & Rusling
New York
$3K
QAM
546
QCI Asset Management
New York
$3K
WP
547
WealthPLAN Partners
Nebraska
$2.95K +$3.06K +150 New
AAF
548
Andra AP-fonden
Sweden
$2.79K -$908K -44,500 -25%
WEC
549
Winslow Evans & Crocker
Massachusetts
$2.04K
VCM
550
Versant Capital Management
Arizona
$2K -$388 -19 -12%

WU Hedge Fund Activity: Q1 2017 in Review

567 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2017, worth a combined $10.2B — down 8.1% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WU positions and 63 closed out — a net gain of 1 holder — while 190 added to existing stakes and 226 trimmed.

The largest buyer was BlackRock, adding an estimated $683M. The largest seller was Skandinaviska Enskilda Banken (SEB), cutting an estimated $104M.

  • 567 institutional investors held Western Union (WU) as of Q1 2017, down from 576 in Q4 2016.
  • Funds reported $10.2B of Western Union stock for Q1 2017, down 8.1% quarter-over-quarter.
  • 64 funds opened new Western Union positions in Q1 2017 and 63 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q1 2017 was BlackRock, an estimated $683M added.
  • The largest Western Union seller in Q1 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $104M sold.

Based on aggregated 13F filings for Q1 2017.