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Western Union

567 hedge funds and large institutions have $10.2B invested in Western Union in 2017 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 190 increasing their positions, 226 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

1.21% less ownership

Funds ownership: 105.78%104.57% (-1.2%)

2% less funds holding

Funds holding: 576567 (-9)

8% less capital invested

Capital invested by funds: $11.1B → $10.2B (-$905M)

16% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 226

20% less call options, than puts

Call options by funds: $26.2M | Put options by funds: $32.6M

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

Holders
567
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
14.12%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.12%
New
64
Increased
190
Reduced
226
Closed
63
Calls
$26.2M
Puts
$32.6M
Net Calls
-$6.45M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
551
Parkside Financial Bank & Trust
Missouri
$2K
TFO
552
Tarbox Family Office
California
$2K
TIM
553
Tortoise Investment Management
New York
$2K +$2.04K +100 New
NYLT
554
New York Life Trust
New York
$2K +$2.2K +108 New
SWA
555
Sutton Wealth Advisors
Florida
$1.97K
WPA
556
West Paces Advisors
Georgia
$1.22K -$1.98K -97 -62%
AIM
557
Arcadia Investment Management
Michigan
$1K -$194K -9,500 -99%
KKAMG
558
Kernodle & Katon Asset Management Group
Arkansas
$1K -$93.8K -4,595 -99%
AssetMark Inc
559
AssetMark Inc
California
$1K -$20.6K -1,010 -97%
ZB
560
Zions Bancorporation
Utah
$1K -$3.9K -191 -82%
OFW
561
Omnia Family Wealth
Florida
$1K
BWM
562
Baystate Wealth Management
Massachusetts
$1K +$204 +10 New
BTIS
563
BB&T Investment Services
North Carolina
$1K +$531 +26 New
PFO
564
Pathstone Family Office
New Jersey
$1K +$980 +48 New
RRAM
565
River Road Asset Management
Kentucky
-$72.6M -3,342,216 Closed
WI
566
WBI Investments
New Jersey
-$22.1M -1,017,170 Closed
Lord, Abbett & Co
567
Lord, Abbett & Co
New Jersey
-$17.2M -792,700 Closed
NSCM
568
New South Capital Management
Tennessee
-$12.9M -592,088 Closed
BA
569
Boston Advisors
Massachusetts
-$10.6M -486,179 Closed
CEP
570
Chicago Equity Partners
Illinois
-$6.91M -317,950 Closed
VRS
571
Virginia Retirement Systems
Virginia
-$5.28M -242,900 Closed
LSC
572
Lesa Sroufe & Co
Washington
-$5.04M -231,913 Closed
CC
573
Cipher Capital
New York
-$4.89M -225,219 Closed
State of Wisconsin Investment Board
574
State of Wisconsin Investment Board
Wisconsin
-$4.55M -209,341 Closed
QIM
575
Quantitative Investment Management
Virginia
-$3.89M -179,100 Closed

WU Hedge Fund Activity: Q1 2017 in Review

567 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2017, worth a combined $10.2B — down 8.1% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WU positions and 63 closed out — a net gain of 1 holder — while 190 added to existing stakes and 226 trimmed.

The largest buyer was BlackRock, adding an estimated $683M. The largest seller was Skandinaviska Enskilda Banken (SEB), cutting an estimated $104M.

  • 567 institutional investors held Western Union (WU) as of Q1 2017, down from 576 in Q4 2016.
  • Funds reported $10.2B of Western Union stock for Q1 2017, down 8.1% quarter-over-quarter.
  • 64 funds opened new Western Union positions in Q1 2017 and 63 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q1 2017 was BlackRock, an estimated $683M added.
  • The largest Western Union seller in Q1 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $104M sold.

Based on aggregated 13F filings for Q1 2017.