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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.33B +$637K +31,185 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.04B +$16.2M +795,312 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$832M +$6.66M +326,222 +0.8%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$746M -$67.2M -3,290,169 -8%
BlackRock
5
BlackRock
New York
$702M +$683M +33,487,639 +3,333%
ACM
6
Abrams Capital Management
Massachusetts
$440M
State Street
7
State Street
Massachusetts
$437M +$18.8M +920,224 +4%
LAM
8
Lyrical Asset Management
New York
$179M +$9.82M +481,163 +6%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$161M +$19.5M +954,959 +14%
CCP
10
Clarkston Capital Partners
Michigan
$153M +$20M +981,132 +15%
Northern Trust
11
Northern Trust
Illinois
$146M +$961K +47,068 +0.7%
LSV Asset Management
12
LSV Asset Management
Illinois
$143M +$10.2M +502,100 +8%
Goldman Sachs
13
Goldman Sachs
New York
$138M +$53.2M +2,605,340 +62%
SAM
14
Southernsun Asset Management
Tennessee
$137M -$2.17M -106,384 -2%
Norges Bank
15
Norges Bank
Norway
$116M +$9.69M +474,968 +9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$107M +$7.85M +384,592 +8%
AI
17
Ariel Investments
Illinois
$105M -$16.5M -808,594 -14%
MPI
18
Mairs & Power Inc
Minnesota
$101M -$1.09M -53,407 -1%
Invesco
19
Invesco
Georgia
$92.5M -$1.19M -58,423 -1%
Ninety One (UK)
20
Ninety One (UK)
United Kingdom
$90M -$89M -4,358,940 -50%
APG Asset Management
21
APG Asset Management
Netherlands
$89.6M -$4.58M -224,496 -5%
Wells Fargo
22
Wells Fargo
California
$81M -$65.6M -3,216,133 -45%
Skandinaviska Enskilda Banken (SEB)
23
Skandinaviska Enskilda Banken (SEB)
Sweden
$76.1M -$104M -5,080,813 -58%
GC
24
Guggenheim Capital
Illinois
$64.5M +$14.6M +717,473 +29%
Axa
25
Axa
France
$55M +$1.42M +69,778 +3%

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.