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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
TIP
101
Torray Investment Partners
Maryland
$10.1M +$429 +21 +0%
JP Morgan Chase
102
JP Morgan Chase
New York
$10.1M -$1.55M -76,136 -13%
ICM
103
Intrepid Capital Management
Florida
$9.71M +$73.6K +3,608 +0.8%
AP
104
AHL Partners
United Kingdom
$9.3M +$5.25M +256,982 +128%
TH
105
TCTC Holdings
Texas
$9.07M +$317K +15,555 +4%
GIA
106
Gateway Investment Advisers
Ohio
$8.66M -$215K -10,533 -2%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$8.64M +$3.89M +190,815 +82%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$8.47M +$183K +8,970 +2%
AQR Capital Management
109
AQR Capital Management
Connecticut
$8.38M +$2.46M +120,376 +41%
Capital International Investors
110
Capital International Investors
California
$8.14M
PAMU
111
Pictet Asset Management (UK)
United Kingdom
$7.98M +$2.12M +103,800 +36%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$7.7M +$5.77M +282,609 +295%
CCMH
113
Cornerstone Capital Management Holdings
New York
$7.54M +$3.62M +177,362 +92%
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$7.38M -$1.01M -49,406 -12%
ACI
115
AMP Capital Investors
Australia
$7.25M +$890K +43,594 +14%
JMPWA
116
JP Morgan Private Wealth Advisors
California
$7.11M +$271K +13,269 +4%
FBP
117
Flippin Bruce & Porter
Virginia
$7.1M -$1.93M -94,601 -21%
DZ Bank
118
DZ Bank
Germany
$7.02M +$3.93M +192,680 +127%
BTW
119
Boston Trust Walden
Massachusetts
$6.73M -$111K -5,427 -2%
TCMG
120
TSP Capital Management Group
New Jersey
$6.56M
JAM
121
Jupiter Asset Management
United Kingdom
$6.51M +$1.84M +90,000 +39%
PP
122
Prudential plc
United Kingdom
$6.5M -$842K -41,240 -11%
OTPPB
123
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.45M +$107K +5,256 +2%
NFA
124
Nationwide Fund Advisors
Ohio
$6.39M +$304K +14,896 +5%
B
125
Barings
North Carolina
$6.26M +$3.14M +153,815 +100%

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.