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Western Union
WU

569 hedge funds and large institutions have $9.51B invested in Western Union in 2018 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 175 increasing their positions, 237 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $24.7M | Put options by funds: $12.6M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

1.04% more ownership

Funds ownership: 106.31% → 107.36% (+1%)

2% more capital invested

Capital invested by funds: $9.28B → $9.51B (+$226M)

9% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 66

2% less funds holding

Funds holding: 583 → 569 (-14)

26% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 237

Holders
569
Holders Change
-14
Holders Change %
-2.4%
% of All Funds
13.04%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
60
Increased
175
Reduced
237
Closed
66
Calls
$24.7M
Puts
$12.6M
Net Calls
+$12.1M
Net Calls Change
+$32.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$212M
2
Boston Partners
Boston Partners
Massachusetts
+$137M
3
EVM
Eaton Vance Management
Massachusetts
+$38.2M
4
Goldman Sachs
Goldman Sachs
New York
+$32.2M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$28.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$240M
2
MWNA
Marshall Wace North America
New York
-$40.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$31.5M
4
State Street
State Street
Massachusetts
-$31.2M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$995M +$12.3M +611,847 +1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$900M -$240M -11,976,929 -20%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$794M -$5.43M -270,420 -0.7%
BlackRock
4
BlackRock
New York
$785M +$212M +10,568,831 +35%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$626M -$31.5M -1,569,703 -5%
ACM
6
Abrams Capital Management
Massachusetts
$416M – – –
State Street
7
State Street
Massachusetts
$361M -$31.2M -1,552,911 -8%
LAM
8
Lyrical Asset Management
New York
$235M +$17.4M +866,798 +8%
CCP
9
Clarkston Capital Partners
Michigan
$182M +$6.52M +324,959 +4%
LSV Asset Management
10
LSV Asset Management
Illinois
$180M +$23.1M +1,149,957 +14%
Northern Trust
11
Northern Trust
Illinois
$142M +$452K +22,514 +0.3%
Skandinaviska Enskilda Banken (SEB)
12
Skandinaviska Enskilda Banken (SEB)
Sweden
$133M -$23M -1,144,849 -14%
Boston Partners
13
Boston Partners
Massachusetts
$131M +$137M +6,820,632 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$130M +$25.5M +1,270,369 +23%
SAM
15
Southernsun Asset Management
Tennessee
$128M -$6.81M -339,035 -5%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$102M +$28.5M +1,417,494 +36%
Norges Bank
17
Norges Bank
Norway
$101M -$2.75M -137,031 -3%
Goldman Sachs
18
Goldman Sachs
New York
$92.6M +$32.2M +1,605,060 +50%
Invesco
19
Invesco
Georgia
$87.5M +$7.12M +354,755 +8%
Millennium Management
20
Millennium Management
New York
$84.7M +$14M +699,784 +19%
Deutsche Bank
21
Deutsche Bank
Germany
$81.4M +$10.5M +522,237 +14%
AI
22
Ariel Investments
Illinois
$79.8M -$12.4M -615,544 -13%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$78.4M +$2.05M +102,246 +3%
MPI
24
Mairs & Power Inc
Minnesota
$69.5M -$18.4M -916,238 -20%
Morgan Stanley
25
Morgan Stanley
New York
$69.3M -$8.87M -441,702 -11%
1
2 3 4 5

WU Hedge Fund Activity: Q1 2018 in Review

569 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2018, worth a combined $9.51B — up 2.4% from $9.28B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 60 opened new positions — a net loss of 6 holders — while 237 trimmed existing stakes and 175 added.

The largest buyer was BlackRock, adding an estimated $212M. The largest seller was Capital Research Global Investors, cutting an estimated $240M.

  • 569 institutional investors held Western Union (WU) as of Q1 2018, down from 583 in Q4 2017.
  • Funds reported $9.51B of Western Union stock for Q1 2018, up 2.4% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q1 2018 and 66 closed out, a net change of -6 holders.
  • The largest Western Union buyer in Q1 2018 was BlackRock, an estimated $212M added.
  • The largest Western Union seller in Q1 2018 was Capital Research Global Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q1 2018.