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Western Union

583 hedge funds and large institutions have $9.28B invested in Western Union in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 186 increasing their positions, 199 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 39

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

10% more funds holding

Funds holding: 528583 (+55)

3.5% more ownership

Funds ownership: 102.81%106.31% (+3.5%)

1% more capital invested

Capital invested by funds: $9.16B → $9.28B (+$123M)

7% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 199

59% less call options, than puts

Call options by funds: $14M | Put options by funds: $34M

Holders
583
Holders Change
+55
Holders Change %
+10.42%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
97
Increased
186
Reduced
199
Closed
39
Calls
$14M
Puts
$34M
Net Calls
-$20M
Net Calls Change
-$7.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.12B -$91.4M -4,659,231 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$972M +$22.3M +1,134,653 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$790M -$2.4M -122,283 -0.3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$649M -$37.2M -1,894,045 -5%
BlackRock
5
BlackRock
New York
$575M -$10.9M -555,783 -2%
ACM
6
Abrams Capital Management
Massachusetts
$411M
State Street
7
State Street
Massachusetts
$387M +$2.57M +131,044 +0.6%
LAM
8
Lyrical Asset Management
New York
$215M +$7.13M +363,239 +3%
CCP
9
Clarkston Capital Partners
Michigan
$174M +$1.86M +94,611 +1%
LSV Asset Management
10
LSV Asset Management
Illinois
$156M +$9.49M +483,400 +6%
Skandinaviska Enskilda Banken (SEB)
11
Skandinaviska Enskilda Banken (SEB)
Sweden
$154M +$104M +5,276,028 +188%
Northern Trust
12
Northern Trust
Illinois
$140M -$2.96M -150,974 -2%
SAM
13
Southernsun Asset Management
Tennessee
$133M -$9.37M -477,332 -6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$105M +$13.2M +673,748 +14%
Norges Bank
15
Norges Bank
Norway
$102M
AI
16
Ariel Investments
Illinois
$90.6M -$6.67M -339,783 -7%
MPI
17
Mairs & Power Inc
Minnesota
$86.1M -$6M -305,991 -6%
Invesco
18
Invesco
Georgia
$79.7M -$1.41M -71,813 -2%
Morgan Stanley
19
Morgan Stanley
New York
$76.9M +$36.8M +1,872,779 +86%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$75.6M +$2.58M +131,522 +3%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$73.9M +$28.4M +1,449,719 +59%
Deutsche Bank
22
Deutsche Bank
Germany
$70.5M +$25.2M +1,282,105 +53%
Millennium Management
23
Millennium Management
New York
$70.4M +$56.1M +2,858,037 +338%
GC
24
Guggenheim Capital
Illinois
$70.2M +$4.28M +218,317 +6%
SCM
25
Sterling Capital Management
North Carolina
$67.1M +$28.9M +1,470,957 +71%

WU Hedge Fund Activity: Q4 2017 in Review

583 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2017, worth a combined $9.28B — up 1.3% from $9.16B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new WU positions and 39 closed out — a net gain of 58 holders — while 186 added to existing stakes and 199 trimmed.

The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $104M. The largest seller was Capital Research Global Investors, cutting an estimated $91.4M.

  • 583 institutional investors held Western Union (WU) as of Q4 2017, up from 528 in Q3 2017.
  • Funds reported $9.28B of Western Union stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 97 funds opened new Western Union positions in Q4 2017 and 39 closed out, a net change of +58 holders.
  • The largest Western Union buyer in Q4 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $104M added.
  • The largest Western Union seller in Q4 2017 was Capital Research Global Investors, an estimated $91.4M sold.

Based on aggregated 13F filings for Q4 2017.