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Western Union

583 hedge funds and large institutions have $9.28B invested in Western Union in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 39

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more funds holding

Funds holding: 528583 (+55)

3.5% more ownership

Funds ownership: 102.81%106.31% (+3.5%)

1% more capital invested

Capital invested by funds: $9.16B → $9.28B (+$123M)

7% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 199

59% less call options, than puts

Call options by funds: $14M | Put options by funds: $34M

Holders
583
Holders Change
+55
Holders Change %
+10.42%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
97
Increased
186
Reduced
199
Closed
39
Calls
$14M
Puts
$34M
Net Calls
-$20M
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
551
Carroll Financial Associates
North Carolina
$5K +$59 +3 +1%
ADL
552
Asset Dedication LLC
California
$5K +$1.94K +99 +70%
GRP
553
Global Retirement Partners
California
$5K +$4.89K +249 New
ME
554
McIlrath & Eck
Washington
$5K +$5.4K +275 New
SPI
555
Santori & Peters Inc
Pennsylvania
$5K +$5.65K +288 New
EFSCE
556
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$5.99K -305 -59%
BWA
557
BDO Wealth Advisors
Florida
$4K
WB
558
Webster Bank
Connecticut
$4K
YWP
559
YorkBridge Wealth Partners
New York
$4K
EARNEST Partners
560
EARNEST Partners
Georgia
$4K +$4.32K +220 New
CG
561
Cutler Group
California
$3K -$86.7K -4,419 -96%
TFO
562
Tarbox Family Office
California
$3K
BTIS
563
BB&T Investment Services
North Carolina
$3K +$1.31K +67 +53%
OIA
564
OneDigital Investment Advisors
Kansas
$3K +$2.26K +115 +230%
SWA
565
Sutton Wealth Advisors
Florida
$2.51K
VCM
566
Versant Capital Management
Arizona
$2K -$1.55K -79 -39%
MFT
567
Moisand Fitzgerald Tamayo
Florida
$2K
OFS
568
Orrstown Financial Services
Pennsylvania
$2K
PFBT
569
Parkside Financial Bank & Trust
Missouri
$2K
MCM
570
Mainstay Capital Management
Michigan
$2K +$1.69K +86 New
SWMG
571
Signature Wealth Management Group
Georgia
$2K +$2.12K +108 New
TFS
572
TrustCore Financial Services
Tennessee
$2K +$2.12K +108 New
TRCT
573
Tower Research Capital (TRC)
New York
$1K -$4.71K -240 -85%
TFA
574
Transamerica Financial Advisors
Florida
$1K -$1.08K -55 -62%
AIM
575
Arcadia Investment Management
Michigan
$1K

WU Hedge Fund Activity: Q4 2017 in Review

583 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2017, worth a combined $9.28B — up 1.3% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new WU positions and 39 closed out — a net gain of 58 holders — while 186 added to existing stakes and 199 trimmed.

The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $104M. The largest seller was Capital Research Global Investors, cutting an estimated $91.4M.

  • 583 institutional investors held Western Union (WU) as of Q4 2017, up from 528 in Q3 2017.
  • Funds reported $9.28B of Western Union stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 97 funds opened new Western Union positions in Q4 2017 and 39 closed out, a net change of +58 holders.
  • The largest Western Union buyer in Q4 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $104M added.
  • The largest Western Union seller in Q4 2017 was Capital Research Global Investors, an estimated $91.4M sold.

Based on aggregated 13F filings for Q4 2017.