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Western Union

559 hedge funds and large institutions have $9.89B invested in Western Union in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 172 increasing their positions, 233 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $9.51B → $9.89B (+$379M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

1.65% less ownership

Funds ownership: 107.36%105.7% (-1.7%)

2% less funds holding

Funds holding: 569559 (-10)

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 233

36% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $22.1M

Holders
559
Holders Change
-10
Holders Change %
-1.76%
% of All Funds
12.8%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
45
Increased
172
Reduced
233
Closed
48
Calls
$14.2M
Puts
$22.1M
Net Calls
-$7.89M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B +$25.9M +1,302,161 +3%
Capital Research Global Investors
2
Capital Research Global Investors
California
$963M +$11.2M +561,660 +1%
BlackRock
3
BlackRock
New York
$873M +$41.9M +2,103,385 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$838M -$1.47M -73,704 -0.2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$639M -$22.1M -1,109,623 -3%
ACM
6
Abrams Capital Management
Massachusetts
$434M -$5.12M -256,909 -1%
State Street
7
State Street
Massachusetts
$386M +$4.01M +201,538 +1%
LAM
8
Lyrical Asset Management
New York
$252M +$3.76M +189,078 +2%
CCP
9
Clarkston Capital Partners
Michigan
$194M +$1.67M +83,895 +0.9%
LSV Asset Management
10
LSV Asset Management
Illinois
$193M +$3.13M +157,200 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$153M +$14.8M +743,261 +11%
Northern Trust
12
Northern Trust
Illinois
$144M -$6.12M -307,280 -4%
Invesco
13
Invesco
Georgia
$143M +$49.7M +2,495,606 +55%
JAM
14
Jupiter Asset Management
United Kingdom
$131M +$86.8M +4,360,000 +211%
SAM
15
Southernsun Asset Management
Tennessee
$116M -$19.2M -963,242 -14%
Skandinaviska Enskilda Banken (SEB)
16
Skandinaviska Enskilda Banken (SEB)
Sweden
$111M -$29.1M -1,460,368 -21%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$108M +$653K +32,809 +0.6%
Boston Partners
18
Boston Partners
Massachusetts
$108M -$30M -1,508,668 -22%
Norges Bank
19
Norges Bank
Norway
$103M -$2.91M -146,110 -3%
Goldman Sachs
20
Goldman Sachs
New York
$95.4M -$2.43M -121,917 -3%
AI
21
Ariel Investments
Illinois
$83.6M -$804K -40,399 -1%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$82.7M -$259K -13,006 -0.3%
Morgan Stanley
23
Morgan Stanley
New York
$72.4M -$762K -38,251 -1%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$64.5M +$14.1M +708,400 +29%
Charles Schwab
25
Charles Schwab
California
$63.5M +$784K +39,378 +1%

WU Hedge Fund Activity: Q2 2018 in Review

559 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2018, worth a combined $9.89B — up 4% from $9.51B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of WU and 45 opened new positions — a net loss of 3 holders — while 233 trimmed existing stakes and 172 added.

The largest buyer was Jupiter Asset Management, adding an estimated $86.8M. The largest seller was Guggenheim Capital, cutting an estimated $57.3M.

  • 559 institutional investors held Western Union (WU) as of Q2 2018, down from 569 in Q1 2018.
  • Funds reported $9.89B of Western Union stock for Q2 2018, up 4% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q2 2018 and 48 closed out, a net change of -3 holders.
  • The largest Western Union buyer in Q2 2018 was Jupiter Asset Management, an estimated $86.8M added.
  • The largest Western Union seller in Q2 2018 was Guggenheim Capital, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2018.