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Western Union

528 hedge funds and large institutions have $9.16B invested in Western Union in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 180 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.62% less ownership

Funds ownership: 103.43%102.81% (-0.62%)

1% less capital invested

Capital invested by funds: $9.29B → $9.16B (-$132M)

4% less funds holding

Funds holding: 549528 (-21)

12% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 204

24% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 51

59% less call options, than puts

Call options by funds: $8.69M | Put options by funds: $21.1M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
13.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
39
Increased
180
Reduced
204
Closed
51
Calls
$8.69M
Puts
$21.1M
Net Calls
-$12.4M
Net Calls Change
+$669K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
$2.01M -$549K -28,788 -22%
NMIMC
202
Northwestern Mutual Investment Management Company
Wisconsin
$2M -$78.4K -4,114 -4%
SG Americas Securities
203
SG Americas Securities
New York
$1.99M +$528K +27,699 +37%
HAI
204
Hennessy Advisors Inc
California
$1.95M +$70.5K +3,700 +4%
NSAM
205
North Star Asset Management
Wisconsin
$1.95M +$18.1K +950 +0.9%
EVM
206
Eaton Vance Management
Massachusetts
$1.94M +$2.04K +107 +0.1%
GC
207
Grimes & Company
Massachusetts
$1.93M -$8.69K -456 -0.5%
RC
208
RBF Capital
California
$1.92M
BTS
209
BB&T Securities
Virginia
$1.89M -$114K -5,976 -6%
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.89M
JIR
211
James Investment Research
Ohio
$1.83M +$1.81M +95,160 New
William Blair & Company
212
William Blair & Company
Illinois
$1.82M -$1.82M -95,627 -50%
NEI
213
Northwest & Ethical Investments
Ontario, Canada
$1.82M +$49.6K +2,600 +3%
BCM
214
Becker Capital Management
Oregon
$1.81M -$88.6K -4,650 -5%
GIP
215
Greatmark Investment Partners
Georgia
$1.76M -$9.53K -500 -0.5%
NBC
216
Neuberger Berman Canada
Ontario, Canada
$1.74M -$55.6K -2,919 -3%
MF
217
Magnetar Financial
Illinois
$1.71M -$1.71M -89,855 -50%
CBOA
218
Commonwealth Bank of Australia
Australia
$1.7M +$179K +9,387 +12%
DekaBank Deutsche Girozentrale
219
DekaBank Deutsche Girozentrale
Germany
$1.67M -$685K -35,919 -30%
URS
220
Utah Retirement Systems
Utah
$1.66M +$3.81K +200 +0.2%
AAM
221
Auxier Asset Management
Oregon
$1.66M -$652K -34,209 -28%
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$1.64M +$95.4K +5,003 +6%
TCM
223
Twin Capital Management
Pennsylvania
$1.63M +$126K +6,608 +8%
EIM
224
ExxonMobil Investment Management
Texas
$1.63M -$110K -5,748 -6%
SOADOR
225
State of Alaska Department of Revenue
Alaska
$1.59M +$674K +35,380 +75%

WU Hedge Fund Activity: Q3 2017 in Review

528 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2017, worth a combined $9.16B — down 1.4% from $9.29B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of WU and 39 opened new positions — a net loss of 12 holders — while 204 trimmed existing stakes and 180 added.

The largest buyer was Vanguard Group, adding an estimated $25M. The largest seller was Schroder Investment Management Group, cutting an estimated $74.8M.

  • 528 institutional investors held Western Union (WU) as of Q3 2017, down from 549 in Q2 2017.
  • Funds reported $9.16B of Western Union stock for Q3 2017, down 1.4% quarter-over-quarter.
  • 39 funds opened new Western Union positions in Q3 2017 and 51 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q3 2017 was Vanguard Group, an estimated $25M added.
  • The largest Western Union seller in Q3 2017 was Schroder Investment Management Group, an estimated $74.8M sold.

Based on aggregated 13F filings for Q3 2017.