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Western Union

549 hedge funds and large institutions have $9.29B invested in Western Union in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 176 increasing their positions, 229 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% less ownership

Funds ownership: 104.57%103.43% (-1.1%)

3% less funds holding

Funds holding: 567549 (-18)

9% less capital invested

Capital invested by funds: $10.2B → $9.29B (-$948M)

21% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 58

23% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 229

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

45% less call options, than puts

Call options by funds: $15.8M | Put options by funds: $28.9M

Holders
549
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
13.69%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
46
Increased
176
Reduced
229
Closed
58
Calls
$15.8M
Puts
$28.9M
Net Calls
-$13.1M
Net Calls Change
-$6.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.21B -$37.3M -1,926,055 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$927M -$42.7M -2,208,356 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$797M +$17.9M +926,405 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$682M -$16.9M -870,906 -2%
BlackRock
5
BlackRock
New York
$594M -$64.6M -3,336,451 -10%
ACM
6
Abrams Capital Management
Massachusetts
$412M
State Street
7
State Street
Massachusetts
$390M -$19.6M -1,013,900 -5%
LAM
8
Lyrical Asset Management
New York
$199M +$32.1M +1,657,717 +19%
CCP
9
Clarkston Capital Partners
Michigan
$161M +$18.4M +950,840 +13%
SAM
10
Southernsun Asset Management
Tennessee
$144M +$16.1M +829,507 +12%
LSV Asset Management
11
LSV Asset Management
Illinois
$138M +$4.9M +253,100 +4%
Northern Trust
12
Northern Trust
Illinois
$138M +$877K +45,302 +0.6%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$116M -$32.2M -1,666,185 -21%
Goldman Sachs
14
Goldman Sachs
New York
$107M -$23.4M -1,207,706 -18%
Norges Bank
15
Norges Bank
Norway
$102M -$6.96M -359,810 -6%
AI
16
Ariel Investments
Illinois
$97.2M -$860K -44,437 -0.9%
MPI
17
Mairs & Power Inc
Minnesota
$94.6M +$57.5K +2,971 +0.1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$90.9M -$9.87M -510,034 -10%
APG Asset Management
19
APG Asset Management
Netherlands
$84.8M +$997K +51,494 +1%
Invesco
20
Invesco
Georgia
$77.4M -$9.34M -482,779 -11%
GC
21
Guggenheim Capital
Illinois
$64.8M +$4.51M +232,925 +7%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$61.7M +$17.3M +894,531 +38%
Wells Fargo
23
Wells Fargo
California
$58.5M -$17.6M -911,465 -23%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$56.5M +$35.5M +1,834,328 +162%
TSW
25
Thompson Siegel & Walmsley
Virginia
$52.9M +$13.7M +708,107 +34%

WU Hedge Fund Activity: Q2 2017 in Review

549 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2017, worth a combined $9.29B — down 9.3% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of WU and 46 opened new positions — a net loss of 12 holders — while 229 trimmed existing stakes and 176 added.

The largest buyer was Bank of Montreal, adding an estimated $35.5M. The largest seller was Ninety One (UK), exiting entirely with an estimated $90M sold.

  • 549 institutional investors held Western Union (WU) as of Q2 2017, down from 567 in Q1 2017.
  • Funds reported $9.29B of Western Union stock for Q2 2017, down 9.3% quarter-over-quarter.
  • 46 funds opened new Western Union positions in Q2 2017 and 58 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q2 2017 was Bank of Montreal, an estimated $35.5M added.
  • The largest Western Union seller in Q2 2017 was Ninety One (UK), an estimated $90M sold.

Based on aggregated 13F filings for Q2 2017.