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Western Union

569 hedge funds and large institutions have $9.51B invested in Western Union in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 237 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $12.6M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.04% more ownership

Funds ownership: 106.31%107.36% (+1%)

2% more capital invested

Capital invested by funds: $9.28B → $9.51B (+$226M)

9% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 66

2% less funds holding

Funds holding: 583569 (-14)

26% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 237

Holders
569
Holders Change
-14
Holders Change %
-2.4%
% of All Funds
13.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
60
Increased
175
Reduced
237
Closed
66
Calls
$24.7M
Puts
$12.6M
Net Calls
+$12.1M
Net Calls Change
+$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
526
Front Row Advisors
California
$7K
WAP
527
Wealthcare Advisory Partners
Pennsylvania
$7K +$40 +2 +0.5%
ADL
528
Asset Dedication LLC
California
$7K +$2.97K +148 +62%
CFA
529
Carroll Financial Associates
North Carolina
$6K
PFA
530
Pathway Financial Advisors
Vermont
$6K
SWP
531
Strategic Wealth Partners
Ohio
$6K +$40 +2 +0.6%
MOS
532
MGO One Seven
Ohio
$6K +$80 +4 +1%
JFGIW
533
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$422 +21 +7%
RFA
534
Reilly Financial Advisors
California
$5K -$7.31K -364 -57%
BFEC
535
Benjamin F. Edwards & Company
Missouri
$5K
FMII
536
Farmers & Merchants Investments Inc
Nebraska
$5K
ME
537
McIlrath & Eck
Washington
$5K
OIA
538
OneDigital Investment Advisors
Kansas
$5K +$2.31K +115 +70%
FC
539
Ferris Capital
Massachusetts
$5K +$4.84K +241 New
BWA
540
BDO Wealth Advisors
Florida
$4K
EARNEST Partners
541
EARNEST Partners
Georgia
$4K
EFSCE
542
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
WB
543
Webster Bank
Connecticut
$4K
OIA
544
Optimum Investment Advisors
Illinois
$4K +$4.01K +200 New
PCP
545
Proficio Capital Partners
Massachusetts
$3K -$5.26K -262 -63%
CAW
546
Cornerstone Advisors (Washington)
Washington
$3K -$2.81K -140 -50%
TFO
547
Tarbox Family Office
California
$3K
YWP
548
YorkBridge Wealth Partners
New York
$3K
PFBT
549
Parkside Financial Bank & Trust
Missouri
$3K +$1.04K +52 +41%
SIS
550
Sound Income Strategies
Florida
$3K +$3.61K +180 New

WU Hedge Fund Activity: Q1 2018 in Review

569 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2018, worth a combined $9.51B — up 2.4% from $9.28B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 60 opened new positions — a net loss of 6 holders — while 237 trimmed existing stakes and 175 added.

The largest buyer was BlackRock, adding an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $240M.

  • 569 institutional investors held Western Union (WU) as of Q1 2018, down from 583 in Q4 2017.
  • Funds reported $9.51B of Western Union stock for Q1 2018, up 2.4% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q1 2018 and 66 closed out, a net change of -6 holders.
  • The largest Western Union buyer in Q1 2018 was BlackRock, an estimated $212M added.
  • The largest Western Union seller in Q1 2018 was Capital Research Global Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2018.