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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
VC
601
Vicus Capital
Pennsylvania
-$355K -16,360 Closed
BOH
602
Bank of Hawaii
Hawaii
-$332K -15,295 Closed
MCM
603
McKinley Capital Management
Alaska
-$284K -13,080 Closed
CFB
604
Cullen/Frost Bankers
Texas
-$274K -12,631 Closed
SFA
605
Sequoia Financial Advisors
Ohio
-$258K -11,876 Closed
Jane Street
606
Jane Street
New York
-$257K -11,851 Closed
APP
607
Avantax Planning Partners
Iowa
-$223K -10,267 Closed
RG
608
Rathbones Group
United Kingdom
-$217K -10,000 Closed
TBA
609
Train Babcock Advisors
New York
-$217K -10,000 Closed
PCM
610
Parsons Capital Management
Rhode Island
-$213K -9,800 Closed
PI
611
Putnam Investments
Massachusetts
-$212K -9,753 Closed
FNBT
612
FineMark National Bank & Trust
Florida
-$210K -9,683 Closed
KeyBank National Association
613
KeyBank National Association
Ohio
-$210K -9,648 Closed
Squarepoint
614
Squarepoint
New York
-$208K -9,555 Closed
PRS
615
Pinkerton Retirement Specialists
Idaho
-$195K -8,976 Closed
FAN
616
Financial Advisors Network
California
-$175K -8,911 Closed
SC
617
SRB Corp
Massachusetts
-$176K -8,089 Closed
SFS
618
Sowell Financial Services
Arkansas
-$107K -5,426 Closed
ACM
619
Americafirst Capital Management
California
-$110K -5,074 Closed
AA
620
Ancora Advisors
Ohio
-$26K -1,200 Closed
KTC
621
Kistler-Tiffany Companies
Pennsylvania
-$26K -1,190 Closed
IR
622
Invictus RG
Bermuda
-$16K -719 Closed
AAC
623
Asset Advisors Corp
Georgia
-$11K -500 Closed
SNT
624
Security National Trust
West Virginia
-$7K -300 Closed
CHP
625
Cable Hill Partners
Oregon
-$6K -270 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.