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Western Union

559 hedge funds and large institutions have $9.89B invested in Western Union in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 172 increasing their positions, 233 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $9.51B → $9.89B (+$379M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

1.65% less ownership

Funds ownership: 107.36%105.7% (-1.7%)

2% less funds holding

Funds holding: 569559 (-10)

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 233

36% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $22.1M

Holders
559
Holders Change
-10
Holders Change %
-1.76%
% of All Funds
12.8%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
45
Increased
172
Reduced
233
Closed
48
Calls
$14.2M
Puts
$22.1M
Net Calls
-$7.89M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
526
EARNEST Partners
Georgia
$4K
EFSCE
527
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
OIA
528
Optimum Investment Advisors
Illinois
$4K
WB
529
Webster Bank
Connecticut
$4K
YWP
530
YorkBridge Wealth Partners
New York
$4K
OIA
531
OneDigital Investment Advisors
Kansas
$3K -$2.29K -115 -41%
CAW
532
Cornerstone Advisors (Washington)
Washington
$3K
PCP
533
Proficio Capital Partners
Massachusetts
$3K
VCM
534
Versant Capital Management
Arizona
$3K +$1.02K +51 +48%
CA
535
Centerpoint Advisors
Massachusetts
$3K +$3.31K +166 New
SWA
536
Sutton Wealth Advisors
Florida
$2.68K
PHK
537
Point72 Hong Kong
Hong Kong
$2K -$377K -18,924 -99%
SIS
538
Sound Income Strategies
Florida
$2K -$1.85K -93 -52%
MFT
539
Moisand Fitzgerald Tamayo
Florida
$2K
OFS
540
Orrstown Financial Services
Pennsylvania
$2K
SFSIG
541
San Francisco Sentry Investment Group
California
$2K
WWMSC
542
Wagner Wealth Management (South Carolina)
South Carolina
$2K
NIM
543
NuWave Investment Management
New Jersey
$1K -$104K -5,237 -99%
RA
544
Rational Advisors
New York
$1K -$16.1K -808 -94%
TFA
545
Transamerica Financial Advisors
Florida
$1K -$597 -30 -88%
AC
546
Avestar Capital
New York
$1K -$339 -17 -25%
HR
547
Howe & Rusling
New York
$1K -$319 -16 -23%
AIM
548
Arcadia Investment Management
Michigan
$1K
OFW
549
Omnia Family Wealth
Florida
$1K
WAS
550
Winch Advisory Services
Wisconsin
$1K

WU Hedge Fund Activity: Q2 2018 in Review

559 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2018, worth a combined $9.89B — up 4% from $9.51B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of WU and 45 opened new positions — a net loss of 3 holders — while 233 trimmed existing stakes and 172 added.

The largest buyer was Jupiter Asset Management, adding an estimated $86.8M. The largest seller was Guggenheim Capital, cutting an estimated $57.3M.

  • 559 institutional investors held Western Union (WU) as of Q2 2018, down from 569 in Q1 2018.
  • Funds reported $9.89B of Western Union stock for Q2 2018, up 4% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q2 2018 and 48 closed out, a net change of -3 holders.
  • The largest Western Union buyer in Q2 2018 was Jupiter Asset Management, an estimated $86.8M added.
  • The largest Western Union seller in Q2 2018 was Guggenheim Capital, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2018.