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Western Union

569 hedge funds and large institutions have $9.51B invested in Western Union in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 237 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $12.6M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.04% more ownership

Funds ownership: 106.31%107.36% (+1%)

2% more capital invested

Capital invested by funds: $9.28B → $9.51B (+$226M)

9% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 66

2% less funds holding

Funds holding: 583569 (-14)

26% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 237

Holders
569
Holders Change
-14
Holders Change %
-2.4%
% of All Funds
13.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
60
Increased
175
Reduced
237
Closed
66
Calls
$24.7M
Puts
$12.6M
Net Calls
+$12.1M
Net Calls Change
+$32.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
551
Sutton Wealth Advisors
Florida
$2.54K
VCM
552
Versant Capital Management
Arizona
$2K -$301 -15 -12%
MFT
553
Moisand Fitzgerald Tamayo
Florida
$2K
OFS
554
Orrstown Financial Services
Pennsylvania
$2K
TFS
555
TrustCore Financial Services
Tennessee
$2K
WWMSC
556
Wagner Wealth Management (South Carolina)
South Carolina
$2K +$2.29K +114 New
AIM
557
Arcadia Investment Management
Michigan
$1K
OFW
558
Omnia Family Wealth
Florida
$1K
SFSIG
559
San Francisco Sentry Investment Group
California
$1K
TFA
560
Transamerica Financial Advisors
Florida
$1K
WAS
561
Winch Advisory Services
Wisconsin
$1K +$20 +1 +2%
FPFS
562
First Personal Financial Services
North Carolina
$1K +$823 +41 New
MCM
563
Manchester Capital Management
Vermont
$1K +$1.16K +58 New
AC
564
Avestar Capital
New York
$1K +$1.36K +68 New
HR
565
Howe & Rusling
New York
$1K +$1.41K +70 New
Nomura Holdings
566
Nomura Holdings
Japan
$706 +$13.9K +694 +2%
WI
567
WBI Investments
New Jersey
-$22.6M -1,190,901 Closed
YL
568
YCG LLC
Texas
-$10.5M -551,178 Closed
FQ
569
First Quadrant
California
-$10.4M -546,116 Closed
JG
570
Jefferies Group
New York
-$8.13M -427,394 Closed
GAM
571
Gotham Asset Management
New York
-$6.85M -360,406 Closed
OTPPB
572
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$6.1M -320,757 Closed
AIM
573
Artemis Investment Management
United Kingdom
-$3.86M -202,946 Closed
Susquehanna International Group
574
Susquehanna International Group
Pennsylvania
-$3.95M -196,700 Closed
SIP
575
Stoneridge Investment Partners
Pennsylvania
-$3.72M -195,581 Closed

WU Hedge Fund Activity: Q1 2018 in Review

569 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2018, worth a combined $9.51B — up 2.4% from $9.28B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 60 opened new positions — a net loss of 6 holders — while 237 trimmed existing stakes and 175 added.

The largest buyer was BlackRock, adding an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $240M.

  • 569 institutional investors held Western Union (WU) as of Q1 2018, down from 583 in Q4 2017.
  • Funds reported $9.51B of Western Union stock for Q1 2018, up 2.4% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q1 2018 and 66 closed out, a net change of -6 holders.
  • The largest Western Union buyer in Q1 2018 was BlackRock, an estimated $212M added.
  • The largest Western Union seller in Q1 2018 was Capital Research Global Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2018.