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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
Aviva
126
Aviva
United Kingdom
$6.12M -$378K -18,542 -6%
GIA
127
Granite Investment Advisors
New Hampshire
$6.05M +$675K +33,058 +13%
D.E. Shaw & Co
128
D.E. Shaw & Co
New York
$6.02M +$4.76M +233,127 +373%
Flossbach Von Storch
129
Flossbach Von Storch
Germany
$5.9M
IP
130
Isthmus Partners
Wisconsin
$5.86M +$21.9K +1,073 +0.4%
IGIM
131
I.G. Investment Management
Manitoba, Canada
$5.79M
OA
132
Oak Associates
Ohio
$5.76M +$2.14M +105,002 +59%
OAM
133
Oppenheimer Asset Management
New York
$5.75M +$5.77M +282,842 New
DILIC
134
Dai-ichi Life Insurance Company
Japan
$5.73M +$910K +44,567 +19%
Robeco Institutional Asset Management
135
Robeco Institutional Asset Management
Netherlands
$5.6M +$4.36M +213,592 +348%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$5.59M -$940K -46,070 -14%
Citigroup
137
Citigroup
New York
$5.55M -$2.94M -143,862 -35%
KCM
138
Kempner Capital Management
Texas
$5.42M +$423K +20,746 +8%
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$5.25M -$111K -5,462 -2%
IIC
140
Ironwood Investment Counsel
Arizona
$5.15M +$301K +14,746 +6%
AIG
141
American International Group
New York
$5.11M +$437K +21,431 +9%
Ameriprise
142
Ameriprise
Minnesota
$5.04M -$221K -10,827 -4%
SIC
143
Schwartz Investment Counsel
Michigan
$5M -$40.8K -2,000 -0.8%
Arrowstreet Capital
144
Arrowstreet Capital
Massachusetts
$4.81M +$4.82M +236,300 New
PI
145
PineBridge Investments
New York
$4.76M -$2.49M -121,950 -34%
Retirement Systems of Alabama
146
Retirement Systems of Alabama
Alabama
$4.73M +$54.1K +2,650 +1%
CA
147
Continental Advisors
Utah
$4.51M -$849K -41,600 -16%
SIP
148
Stoneridge Investment Partners
Pennsylvania
$4.5M +$4.51M +221,031 New
PIA
149
Piedmont Investment Advisors
North Carolina
$4.49M -$676K -33,124 -13%
AG
150
Aperio Group
California
$4.48M +$826K +40,482 +23%

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.