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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
JP Morgan Chase
51
JP Morgan Chase
New York
$26.8M +$1.77M +90,083 +7%
First Manhattan
52
First Manhattan
New York
$25.5M -$6.72M -342,292 -20%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$25M
ACA
54
Anchor Capital Advisors
Massachusetts
$24.9M -$211K -10,727 -0.8%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$24.6M -$18.8M -958,499 -43%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$24.6M +$274K +13,951 +1%
WI
57
WBI Investments
New Jersey
$22.6M +$23.4M +1,190,901 New
FCH
58
Freestone Capital Holdings
Washington
$21.2M +$303K +15,418 +1%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$21.2M +$1.21M +61,804 +6%
American Century Companies
60
American Century Companies
Missouri
$20.7M +$2.13M +108,310 +11%
AllianceBernstein
61
AllianceBernstein
Tennessee
$20.5M -$205K -10,467 -1%
Prudential Financial
62
Prudential Financial
New Jersey
$20.4M +$1.47M +74,870 +7%
FL
63
Fort LP
Maryland
$20M +$6.54M +333,486 +46%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$19.7M -$316K -16,088 -2%
PP
65
PDT Partners
New York
$19.5M -$3.56M -181,386 -15%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$18.5M -$115K -5,873 -0.6%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$17.7M -$19.5K -994 -0.1%
AAM
68
Advisors Asset Management
Colorado
$17.6M +$4.9M +249,897 +37%
PI
69
PGGM Investments
Netherlands
$17.3M -$15.8M -805,269 -47%
DF
70
Donoghue Forlines
Massachusetts
$17.2M +$17.7M +903,063 New
UBS Group
71
UBS Group
Switzerland
$16.4M +$3.46M +176,490 +26%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$16.2M -$19.5K -992 -0.1%
Federated Hermes
73
Federated Hermes
Pennsylvania
$16.1M -$132K -6,703 -0.8%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$15.2M -$427K -21,746 -3%
AAMU
75
Amundi Asset Management US
Massachusetts
$14.9M +$15.4M +784,559 New

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.