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Western Union

528 hedge funds and large institutions have $9.16B invested in Western Union in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 180 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.62% less ownership

Funds ownership: 103.43%102.81% (-0.62%)

1% less capital invested

Capital invested by funds: $9.29B → $9.16B (-$132M)

4% less funds holding

Funds holding: 549528 (-21)

12% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 204

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

59% less call options, than puts

Call options by funds: $8.69M | Put options by funds: $21.1M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
13.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
39
Increased
180
Reduced
204
Closed
51
Calls
$8.69M
Puts
$21.1M
Net Calls
-$12.4M
Net Calls Change
+$669K
Name Holding Trade Value Shares
Change
Change in
Stake
PG
551
Pendal Group
Australia
-$393K -20,608 Closed
Mirae Asset Global Investments
552
Mirae Asset Global Investments
South Korea
-$389K -20,413 Closed
AWA
553
Arete Wealth Advisors
Illinois
-$354K -18,600 Closed
VI
554
Versor Investments
New York
-$304K -15,973 Closed
DADC
555
D.A. Davidson & Co
Montana
-$225K -11,850 Closed
I
556
IberiaBank
Louisiana
-$209K -10,983 Closed
MC
557
Moors & Cabot
Massachusetts
-$197K -10,138 Closed
FT
558
Fiduciary Trust
Massachusetts
-$121K -6,340 Closed
SAM
559
Solaris Asset Management
New York
-$76K -4,000 Closed
EAM
560
Exane Asset Management
France
-$68.8K -3,612 Closed
IR
561
Invictus RG
Bermuda
-$65K -3,392 Closed
FPA
562
Fieldpoint Private Advisors
New York
-$44K -2,295 Closed
WOC
563
West Oak Capital
California
-$37.5K -1,968 Closed
EWM
564
Evercore Wealth Management
New York
-$26K -1,377 Closed
AIM
565
Acrospire Investment Management
Illinois
-$26K -1,345 Closed
NA
566
NewEdge Advisors
Louisiana
-$14.7K -786 Closed
ST
567
Spot Trading
Illinois
-$10K -535 Closed
MAM
568
Meeder Asset Management
Ohio
-$8K -421 Closed
FC
569
Ferris Capital
Massachusetts
-$6K -325 Closed
LWCFA
570
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$5.01K -263 -92%
Twin Tree Management
571
Twin Tree Management
Texas
-$5K -259 Closed
FPFS
572
First Personal Financial Services
North Carolina
-$3K -153 Closed
QAM
573
QCI Asset Management
New York
-$2K -125 Closed
WEC
574
Winslow Evans & Crocker
Massachusetts
-$1.91K -100 Closed
BWM
575
Baystate Wealth Management
Massachusetts
-$1K -10 Closed

WU Hedge Fund Activity: Q3 2017 in Review

528 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2017, worth a combined $9.16B — down 1.4% from $9.29B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of WU and 39 opened new positions — a net loss of 12 holders — while 204 trimmed existing stakes and 180 added.

The largest buyer was Vanguard Group, adding an estimated $25M. The largest seller was Schroder Investment Management Group, cutting an estimated $74.8M.

  • 528 institutional investors held Western Union (WU) as of Q3 2017, down from 549 in Q2 2017.
  • Funds reported $9.16B of Western Union stock for Q3 2017, down 1.4% quarter-over-quarter.
  • 39 funds opened new Western Union positions in Q3 2017 and 51 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q3 2017 was Vanguard Group, an estimated $25M added.
  • The largest Western Union seller in Q3 2017 was Schroder Investment Management Group, an estimated $74.8M sold.

Based on aggregated 13F filings for Q3 2017.