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Western Union

557 hedge funds and large institutions have $9.04B invested in Western Union in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 204 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $8.27M

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

0.33% more ownership

Funds ownership: 105.7%106.03% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 559557 (-2)

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 204

9% less capital invested

Capital invested by funds: $9.89B → $9.04B (-$849M)

Holders
557
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
12.73%
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
204
Closed
47
Calls
$12.9M
Puts
$8.27M
Net Calls
+$4.67M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
526
Washington Trust Bank
Washington
$5K
AIM
527
Advantage Investment Management
Iowa
$4K -$23K -1,185 -86%
BWA
528
BDO Wealth Advisors
Florida
$4K
EARNEST Partners
529
EARNEST Partners
Georgia
$4K
ME
530
McIlrath & Eck
Washington
$4K
OIA
531
Optimum Investment Advisors
Illinois
$4K
WB
532
Webster Bank
Connecticut
$4K
WSTAM
533
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$4.08K +210 New
TFO
534
Tarbox Family Office
California
$3K -$893 -46 -20%
CAW
535
Cornerstone Advisors (Washington)
Washington
$3K
YWP
536
YorkBridge Wealth Partners
New York
$3K
SWA
537
Sutton Wealth Advisors
Florida
$2.52K
TFS
538
TrustCore Financial Services
Tennessee
$2K -$5.63K -290 -73%
EFSCE
539
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$2.29K -118 -55%
VCM
540
Versant Capital Management
Arizona
$2K -$679 -35 -22%
MFT
541
Moisand Fitzgerald Tamayo
Florida
$2K
SIS
542
Sound Income Strategies
Florida
$2K
WWMSC
543
Wagner Wealth Management (South Carolina)
South Carolina
$2K
CIR
544
Clear Investment Research
Georgia
$2K +$2.12K +109 New
OIA
545
OneDigital Investment Advisors
Kansas
$1K -$2.23K -115 -70%
AIM
546
Arcadia Investment Management
Michigan
$1K -$699 -36 -50%
FHA
547
Flagship Harbor Advisors
Massachusetts
$1K
HR
548
Howe & Rusling
New York
$1K
OFW
549
Omnia Family Wealth
Florida
$1K
SFSIG
550
San Francisco Sentry Investment Group
California
$1K

WU Hedge Fund Activity: Q3 2018 in Review

557 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2018, worth a combined $9.04B — down 8.6% from $9.89B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WU positions and 47 closed out — a net gain of 4 holders — while 194 added to existing stakes and 204 trimmed.

The largest buyer was Capital World Investors, adding an estimated $175M. The largest seller was Capital Research Global Investors, cutting an estimated $237M.

  • 557 institutional investors held Western Union (WU) as of Q3 2018, down from 559 in Q2 2018.
  • Funds reported $9.04B of Western Union stock for Q3 2018, down 8.6% quarter-over-quarter.
  • 51 funds opened new Western Union positions in Q3 2018 and 47 closed out, a net change of +4 holders.
  • The largest Western Union buyer in Q3 2018 was Capital World Investors, an estimated $175M added.
  • The largest Western Union seller in Q3 2018 was Capital Research Global Investors, an estimated $237M sold.

Based on aggregated 13F filings for Q3 2018.