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Western Union

549 hedge funds and large institutions have $9.29B invested in Western Union in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 176 increasing their positions, 229 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% less ownership

Funds ownership: 104.57%103.43% (-1.1%)

3% less funds holding

Funds holding: 567549 (-18)

9% less capital invested

Capital invested by funds: $10.2B → $9.29B (-$948M)

21% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 58

23% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 229

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

45% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $28.9M

Holders
549
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
13.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
46
Increased
176
Reduced
229
Closed
58
Calls
$15.8M
Puts
$28.9M
Net Calls
-$13.1M
Net Calls Change
-$6.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$27.8M -$619K -31,971 -2%
PCM
52
Polaris Capital Management
Massachusetts
$27.5M +$608K +31,400 +2%
Morgan Stanley
53
Morgan Stanley
New York
$26.5M +$12.6M +650,436 +88%
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$25.7M +$17.9M +926,614 +218%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$25.7M +$1.1M +56,627 +4%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$25.3M -$252K -13,001 -1%
ACA
57
Anchor Capital Advisors
Massachusetts
$25.1M -$1.21M -62,457 -5%
Arrowstreet Capital
58
Arrowstreet Capital
Massachusetts
$23.1M +$18.9M +975,700 +413%
JAM
59
Jupiter Asset Management
United Kingdom
$22.9M +$17.1M +884,360 +276%
AllianceBernstein
60
AllianceBernstein
Tennessee
$21.9M +$47.5K +2,454 +0.2%
PP
61
PDT Partners
New York
$21.5M +$3.3M +170,300 +18%
JP Morgan Chase
62
JP Morgan Chase
New York
$21.3M +$12M +620,801 +125%
FCH
63
Freestone Capital Holdings
Washington
$20.7M -$237K -12,265 -1%
Prudential Financial
64
Prudential Financial
New Jersey
$20.3M +$287K +14,830 +1%
Renaissance Technologies
65
Renaissance Technologies
New York
$20.2M -$24.9M -1,288,300 -55%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$18.8M -$92.2K -4,762 -0.5%
TA
67
Teachers Advisors
New York
$18.7M +$7.74M +399,745 +69%
AQR Capital Management
68
AQR Capital Management
Connecticut
$18.7M +$11M +568,076 +138%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$18.3M -$71.3K -3,685 -0.4%
OI
70
Oakbrook Investments
Illinois
$17.6M +$146K +7,520 +0.8%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$17.2M +$6.43M +332,009 +58%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$16.9M -$457K -23,600 -3%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$16.8M -$1.84M -94,914 -10%
AAM
74
Aberdeen Asset Management
United Kingdom
$16.6M +$724K +37,392 +4%
Federated Hermes
75
Federated Hermes
Pennsylvania
$16.6M -$4.94M -255,314 -23%

WU Hedge Fund Activity: Q2 2017 in Review

549 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2017, worth a combined $9.29B — down 9.3% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of WU and 46 opened new positions — a net loss of 12 holders — while 229 trimmed existing stakes and 176 added.

The largest buyer was Bank of Montreal, adding an estimated $35.5M. The largest seller was Ninety One (UK), exiting entirely with an estimated $90M sold.

  • 549 institutional investors held Western Union (WU) as of Q2 2017, down from 567 in Q1 2017.
  • Funds reported $9.29B of Western Union stock for Q2 2017, down 9.3% quarter-over-quarter.
  • 46 funds opened new Western Union positions in Q2 2017 and 58 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q2 2017 was Bank of Montreal, an estimated $35.5M added.
  • The largest Western Union seller in Q2 2017 was Ninety One (UK), an estimated $90M sold.

Based on aggregated 13F filings for Q2 2017.