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Western Union

528 hedge funds and large institutions have $9.16B invested in Western Union in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 180 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.62% less ownership

Funds ownership: 103.43%102.81% (-0.62%)

1% less capital invested

Capital invested by funds: $9.29B → $9.16B (-$132M)

4% less funds holding

Funds holding: 549528 (-21)

12% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 204

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

59% less call options, than puts

Call options by funds: $8.69M | Put options by funds: $21.1M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
13.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
39
Increased
180
Reduced
204
Closed
51
Calls
$8.69M
Puts
$21.1M
Net Calls
-$12.4M
Net Calls Change
+$669K
Name Holding Trade Value Shares
Change
Change in
Stake
OI
526
Oakbrook Investments
Illinois
-$17.6M -924,633 Closed
Voloridge Investment Management
527
Voloridge Investment Management
Florida
-$11.1M -583,712 Closed
IGIM
528
I.G. Investment Management
Manitoba, Canada
-$5.42M -284,337 Closed
AL
529
AJO LP
Pennsylvania
-$4.51M -237,023 Closed
CIC
530
Cornercap Investment Counsel
Georgia
-$4.3M -225,500 Closed
Hudson Bay Capital Management
531
Hudson Bay Capital Management
Connecticut
-$4.05M -212,701 Closed
FP
532
FDO Partners
Massachusetts
-$3.92M -205,694 Closed
PL
533
Perpetual Ltd
Australia
-$3.79M -199,081 Closed
CCA
534
Catalyst Capital Advisors
New York
-$3.67M -192,724 Closed
Capstone Investment Advisors
535
Capstone Investment Advisors
New York
-$3.63M -190,510 Closed
MPM
536
Meritage Portfolio Management
Kansas
-$2.21M -116,275 Closed
RA
537
Royce & Associates
New York
-$2.08M -109,100 Closed
NA
538
Navellier & Associates
Nevada
-$1.67M -87,829 Closed
SIC
539
Schwartz Investment Counsel
Michigan
-$953K -50,000 Closed
SLAM
540
Swiss Life Asset Management
-$938K -49,291 Closed
SMG
541
Spectrum Management Group
Indiana
-$922K -48,386 -100%
PCM
542
Piermont Capital Management
Missouri
-$905K -47,490 Closed
LWM
543
Lyons Wealth Management
Florida
-$902K -47,262 Closed
AC
544
Allstate Corporation
Illinois
-$816K -42,837 Closed
ECM
545
Elgethun Capital Management
South Dakota
-$709K -37,215 Closed
TU
546
TDAM USA
Ontario, Canada
-$534K -28,331 Closed
CBB
547
Citizens Business Bank
California
-$509K -26,700 Closed
FCBT
548
First Citizens Bank & Trust
North Carolina
-$494K -25,948 Closed
MYAM
549
Meiji Yasuda Asset Management
Japan
-$444K -23,307 Closed
GH
550
GAM Holding
Switzerland
-$393K -20,647 Closed

WU Hedge Fund Activity: Q3 2017 in Review

528 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2017, worth a combined $9.16B — down 1.4% from $9.29B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of WU and 39 opened new positions — a net loss of 12 holders — while 204 trimmed existing stakes and 180 added.

The largest buyer was Vanguard Group, adding an estimated $25M. The largest seller was Schroder Investment Management Group, cutting an estimated $74.8M.

  • 528 institutional investors held Western Union (WU) as of Q3 2017, down from 549 in Q2 2017.
  • Funds reported $9.16B of Western Union stock for Q3 2017, down 1.4% quarter-over-quarter.
  • 39 funds opened new Western Union positions in Q3 2017 and 51 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q3 2017 was Vanguard Group, an estimated $25M added.
  • The largest Western Union seller in Q3 2017 was Schroder Investment Management Group, an estimated $74.8M sold.

Based on aggregated 13F filings for Q3 2017.