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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
MWNA
51
Marshall Wace North America
New York
$30.4M +$31.1M +1,522,408 New
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$30.4M +$891K +43,672 +3%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$29.5M -$643K -31,500 -2%
OAC
54
OMERS Administration Corp
Ontario, Canada
$29.3M -$48.2M -2,359,363 -62%
PCM
55
Polaris Capital Management
Massachusetts
$28.7M +$108K +5,300 +0.4%
ACA
56
Anchor Capital Advisors
Massachusetts
$28.1M +$46.1K +2,259 +0.2%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$27.2M +$408K +20,001 +2%
KBC Group
58
KBC Group
Belgium
$26.3M +$1.63M +79,853 +7%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$26.3M +$3.39M +165,871 +15%
AllianceBernstein
60
AllianceBernstein
Tennessee
$23.3M +$3.44M +168,369 +17%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$23M -$1.91M -93,551 -8%
Credit Agricole
62
Credit Agricole
France
$23M -$43M -2,106,580 -65%
PPA
63
Parametric Portfolio Associates
Washington
$22.9M -$12.3M -600,996 -35%
Federated Hermes
64
Federated Hermes
Pennsylvania
$22.9M +$985K +48,252 +4%
FCH
65
Freestone Capital Holdings
Washington
$22.4M +$332K +16,249 +2%
GAM
66
Gotham Asset Management
New York
$22.2M -$398K -19,510 -2%
Citadel Advisors
67
Citadel Advisors
Florida
$21.5M +$21.5M +1,054,178 New
Prudential Financial
68
Prudential Financial
New Jersey
$21.4M -$965K -47,300 -4%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$20.2M -$246K -12,031 -1%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$19.9M -$923K -45,200 -4%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$19.7M +$353K +17,308 +2%
PP
72
PDT Partners
New York
$19.5M +$14.1M +690,800 +260%
OI
73
Oakbrook Investments
Illinois
$18.7M -$787K -38,545 -4%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$18.5M -$376K -18,440 -2%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$18M -$1.55M -75,945 -8%

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.