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Western Union

549 hedge funds and large institutions have $9.29B invested in Western Union in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 176 increasing their positions, 229 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% less ownership

Funds ownership: 104.57%103.43% (-1.1%)

3% less funds holding

Funds holding: 567549 (-18)

9% less capital invested

Capital invested by funds: $10.2B → $9.29B (-$948M)

21% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 58

23% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 229

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

45% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $28.9M

Holders
549
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
13.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
46
Increased
176
Reduced
229
Closed
58
Calls
$15.8M
Puts
$28.9M
Net Calls
-$13.1M
Net Calls Change
-$6.66M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
526
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$8.61K -445 -69%
FMII
527
Farmers & Merchants Investments Inc
Nebraska
$4K
WB
528
Webster Bank
Connecticut
$4K
YWP
529
YorkBridge Wealth Partners
New York
$4K
FPFS
530
First Personal Financial Services
North Carolina
$3K
HR
531
Howe & Rusling
New York
$3K
SWA
532
Sutton Wealth Advisors
Florida
$2.52K +$677 +35 +36%
TFA
533
Transamerica Financial Advisors
Florida
$2K -$588K -30,385 -100%
QAM
534
QCI Asset Management
New York
$2K -$484 -25 -17%
VCM
535
Versant Capital Management
Arizona
$2K -$213 -11 -8%
TFO
536
Tarbox Family Office
California
$2K
WEC
537
Winslow Evans & Crocker
Massachusetts
$1.91K
WPA
538
West Paces Advisors
Georgia
$1.14K
AIM
539
Arcadia Investment Management
Michigan
$1K
AssetMark Inc
540
AssetMark Inc
California
$1K
BWM
541
Baystate Wealth Management
Massachusetts
$1K
OFW
542
Omnia Family Wealth
Florida
$1K
PFBT
543
Parkside Financial Bank & Trust
Missouri
$1K
WAS
544
Winch Advisory Services
Wisconsin
$1K +$1.18K +61 New
SFSIG
545
San Francisco Sentry Investment Group
California
$1K +$1.45K +75 New
Ninety One (UK)
546
Ninety One (UK)
United Kingdom
-$90M -4,421,161 Closed
OAC
547
OMERS Administration Corp
Ontario, Canada
-$29.3M -1,442,207 Closed
BTW
548
Boston Trust Walden
Massachusetts
-$6.73M -330,643 Closed
GIA
549
Granite Investment Advisors
New Hampshire
-$6.05M -297,112 Closed
DILIC
550
Dai-ichi Life Insurance Company
Japan
-$5.73M -281,663 Closed

WU Hedge Fund Activity: Q2 2017 in Review

549 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2017, worth a combined $9.29B — down 9.3% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of WU and 46 opened new positions — a net loss of 12 holders — while 229 trimmed existing stakes and 176 added.

The largest buyer was Bank of Montreal, adding an estimated $35.5M. The largest seller was Ninety One (UK), exiting entirely with an estimated $90M sold.

  • 549 institutional investors held Western Union (WU) as of Q2 2017, down from 567 in Q1 2017.
  • Funds reported $9.29B of Western Union stock for Q2 2017, down 9.3% quarter-over-quarter.
  • 46 funds opened new Western Union positions in Q2 2017 and 58 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q2 2017 was Bank of Montreal, an estimated $35.5M added.
  • The largest Western Union seller in Q2 2017 was Ninety One (UK), an estimated $90M sold.

Based on aggregated 13F filings for Q2 2017.