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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.22B +$14.4K +755 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$960M +$25M +1,311,301 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$800M -$2.75M -144,176 -0.3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$692M +$4.25M +222,786 +0.6%
BlackRock
5
BlackRock
New York
$592M -$6.62M -347,507 -1%
ACM
6
Abrams Capital Management
Massachusetts
$415M
State Street
7
State Street
Massachusetts
$388M -$5.33M -279,557 -1%
LAM
8
Lyrical Asset Management
New York
$211M +$10.3M +539,054 +5%
CCP
9
Clarkston Capital Partners
Michigan
$174M +$10.9M +572,066 +7%
LSV Asset Management
10
LSV Asset Management
Illinois
$148M +$8.7M +456,300 +6%
Northern Trust
11
Northern Trust
Illinois
$144M +$5.58M +292,732 +4%
SAM
12
Southernsun Asset Management
Tennessee
$144M -$1.14M -59,766 -0.8%
Norges Bank
13
Norges Bank
Norway
$103M +$510K +26,752 +0.5%
AI
14
Ariel Investments
Illinois
$98M +$56.8K +2,978 +0.1%
MPI
15
Mairs & Power Inc
Minnesota
$92.8M -$2.52M -132,008 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$92.8M +$1.27M +66,689 +1%
Invesco
17
Invesco
Georgia
$81.9M +$3.84M +201,266 +5%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$73.8M +$16.8M +878,857 +30%
GC
19
Guggenheim Capital
Illinois
$66.7M +$1.35M +70,943 +2%
Goldman Sachs
20
Goldman Sachs
New York
$57.2M -$49.9M -2,618,774 -47%
Skandinaviska Enskilda Banken (SEB)
21
Skandinaviska Enskilda Banken (SEB)
Sweden
$54M +$18.8M +984,900 +54%
TSW
22
Thompson Siegel & Walmsley
Virginia
$53.8M +$466K +24,425 +0.9%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$52.1M -$10M -524,512 -16%
Charles Schwab
24
Charles Schwab
California
$48.9M +$1.1M +57,792 +2%
Wells Fargo
25
Wells Fargo
California
$48.9M -$10M -525,527 -17%

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.