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Western Union
WU

Overview Fund Activity

555 hedge funds and large institutions have $9.02B invested in Western Union in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 202 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
12.71%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
51
Increased
194
Reduced
202
Closed
47
Calls
$12.9M
Puts
$8.27M
Net Calls
+$4.67M
Net Calls Change
+$12.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$174M
2
JAM
Jupiter Asset Management
United Kingdom
$224M
3
KBC Group
KBC Group
Belgium
$35.4M
4
APG Asset Management
APG Asset Management
Netherlands
$47.9M
5
DZ Bank
DZ Bank
Germany
$25M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$670M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$557M
4
WI
WBI Investments
New Jersey
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$748M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
526
Optimum Investment Advisors
Illinois
$4K – – –
ME
527
McIlrath & Eck
Washington
$4K – – –
WB
528
Webster Bank
Connecticut
$4K – – –
BWA
529
BDO Wealth Advisors
Florida
$4K – – –
EARNEST Partners
530
EARNEST Partners
Georgia
$4K – – –
WSTAM
531
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$4K +210 New
TFO
532
Tarbox Family Office
California
$3K -$758 -46 -20%
YWP
533
YorkBridge Wealth Partners
New York
$3K – – –
CAW
534
Cornerstone Advisors (Washington)
Washington
$3K – – –
SWA
535
Sutton Wealth Advisors
Florida
$2.52K – – –
TFS
536
TrustCore Financial Services
Tennessee
$2K -$5.37K -290 -73%
EFSCE
537
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$2.43K -118 -55%
VCM
538
Versant Capital Management
Arizona
$2K -$569 -35 -22%
WWM
539
Wagner Wealth Management
South Carolina
$2K – – –
MFT
540
Moisand Fitzgerald Tamayo
Florida
$2K – – –
SIS
541
Sound Income Strategies
Florida
$2K – – –
CIR
542
Clear Investment Research
Georgia
$2K +$2K +109 New
OIA
543
OneDigital Investment Advisors
Kansas
$1K -$2.3K -115 -70%
AIM
544
Arcadia Investment Management
Michigan
$1K -$1K -36 -50%
OFW
545
Omnia Family Wealth
Florida
$1K – – –
HR
546
Howe & Rusling
New York
$1K – – –
FHA
547
Flagship Harbor Advisors
Massachusetts
$1K – – –
TFA
548
Transamerica Financial Advisors
Florida
$1K – – –
SFSIG
549
San Francisco Sentry Investment Group
California
$1K – – –
WAS
550
Winch Advisory Services
Wisconsin
$1K +$16 +1 +2%
20 21
22
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