We are live on ! Find out more
WU icon

Western Union

583 hedge funds and large institutions have $9.28B invested in Western Union in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 39

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more funds holding

Funds holding: 528583 (+55)

3.5% more ownership

Funds ownership: 102.81%106.31% (+3.5%)

1% more capital invested

Capital invested by funds: $9.16B → $9.28B (+$123M)

7% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 199

59% less call options, than puts

Call options by funds: $14M | Put options by funds: $34M

Holders
583
Holders Change
+55
Holders Change %
+10.42%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
97
Increased
186
Reduced
199
Closed
39
Calls
$14M
Puts
$34M
Net Calls
-$20M
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
526
AUA Capital Management
Pennsylvania
$10K
FCMT
527
Founders Capital Management (Texas)
Texas
$10K
MMG
528
Monetary Management Group
Missouri
$10K
NCM
529
Nelson Capital Management
California
$10K
GFP
530
Gryphon Financial Partners
Ohio
$10K +$11.1K +564 New
FMA
531
FNY Managed Accounts
New York
$9K -$29.3K -1,491 -75%
CBT
532
Capital Bank & Trust
California
$9K
AWM
533
Avior Wealth Management
Nebraska
$9K +$1.08K +55 +14%
NSIM
534
North Star Investment Management
Illinois
$8K
PCP
535
Proficio Capital Partners
Massachusetts
$8K
MCM
536
MV Capital Management
Maryland
$8K +$922 +47 +12%
KA
537
Kaizen Advisory
Illinois
$8K +$8.69K +443 New
WAP
538
Wealthcare Advisory Partners
Pennsylvania
$7K
SWP
539
Strategic Wealth Partners
Ohio
$7K +$6.26K +319 New
FRA
540
Front Row Advisors
California
$7K +$6.97K +355 New
AFNAS
541
American Financial Network Advisory Services
California
$6K -$3.53K -180 -35%
JFGIW
542
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
ZB
543
Zions Bancorporation
Utah
$6K
PFA
544
Pathway Financial Advisors
Vermont
$6K +$5.89K +300 New
MOS
545
MGO One Seven
Ohio
$6K +$6.34K +323 New
AIM
546
Anchor Investment Management
South Carolina
$5.7K
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$5K -$1.22K -62 -18%
CAW
548
Cornerstone Advisors (Washington)
Washington
$5K -$255 -13 -4%
BFEC
549
Benjamin F. Edwards & Company
Missouri
$5K
SIM
550
Sentry Investment Management
Wisconsin
$5K

WU Hedge Fund Activity: Q4 2017 in Review

583 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2017, worth a combined $9.28B — up 1.3% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new WU positions and 39 closed out — a net gain of 58 holders — while 186 added to existing stakes and 199 trimmed.

The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $104M. The largest seller was Capital Research Global Investors, cutting an estimated $91.4M.

  • 583 institutional investors held Western Union (WU) as of Q4 2017, up from 528 in Q3 2017.
  • Funds reported $9.28B of Western Union stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 97 funds opened new Western Union positions in Q4 2017 and 39 closed out, a net change of +58 holders.
  • The largest Western Union buyer in Q4 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $104M added.
  • The largest Western Union seller in Q4 2017 was Capital Research Global Investors, an estimated $91.4M sold.

Based on aggregated 13F filings for Q4 2017.