We are live on ! Find out more
WU icon

Western Union

557 hedge funds and large institutions have $9.04B invested in Western Union in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 204 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $8.27M

9% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 47

0.33% more ownership

Funds ownership: 105.7%106.03% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% less funds holding

Funds holding: 559557 (-2)

5% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 204

9% less capital invested

Capital invested by funds: $9.89B → $9.04B (-$849M)

Holders
557
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
12.73%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
51
Increased
194
Reduced
204
Closed
47
Calls
$12.9M
Puts
$8.27M
Net Calls
+$4.67M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$982M -$29.2M -1,504,107 -3%
BlackRock
2
BlackRock
New York
$795M -$23.8M -1,226,781 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$748M -$38.5M -1,981,148 -5%
Capital Research Global Investors
4
Capital Research Global Investors
California
$670M -$237M -12,223,387 -26%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$557M -$43.3M -2,229,635 -7%
ACM
6
Abrams Capital Management
Massachusetts
$403M -$3.62M -186,300 -0.9%
State Street
7
State Street
Massachusetts
$371M +$9.7M +499,646 +3%
LAM
8
Lyrical Asset Management
New York
$252M +$15.7M +809,286 +7%
JAM
9
Jupiter Asset Management
United Kingdom
$224M +$104M +5,353,000 +83%
CCP
10
Clarkston Capital Partners
Michigan
$198M +$16.6M +855,121 +9%
LSV Asset Management
11
LSV Asset Management
Illinois
$190M +$9.06M +466,600 +5%
Capital World Investors
12
Capital World Investors
California
$174M +$175M +9,005,165 +6,210%
Invesco
13
Invesco
Georgia
$142M +$8.08M +416,163 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$120M -$23.4M -1,206,518 -16%
Northern Trust
15
Northern Trust
Illinois
$112M -$23.7M -1,222,161 -17%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$96.3M -$5.17M -266,140 -5%
Norges Bank
17
Norges Bank
Norway
$95.9M -$1.06M -54,543 -1%
Boston Partners
18
Boston Partners
Massachusetts
$87.2M -$14.3M -738,596 -14%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$79.8M +$2.37M +122,203 +3%
AI
20
Ariel Investments
Illinois
$78.4M +$36.7K +1,891 +0%
Charles Schwab
21
Charles Schwab
California
$75.5M +$16.3M +840,350 +27%
Goldman Sachs
22
Goldman Sachs
New York
$72.3M -$17.5M -899,429 -19%
SAM
23
Southernsun Asset Management
Tennessee
$71.8M -$37.6M -1,938,031 -34%
Morgan Stanley
24
Morgan Stanley
New York
$66.8M -$1.15M -59,234 -2%
AA
25
ALPS Advisors
Colorado
$48.1M +$5.15M +265,429 +12%

WU Hedge Fund Activity: Q3 2018 in Review

557 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2018, worth a combined $9.04B — down 8.6% from $9.89B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new WU positions and 47 closed out — a net gain of 4 holders — while 194 added to existing stakes and 204 trimmed.

The largest buyer was Capital World Investors, adding an estimated $175M. The largest seller was Capital Research Global Investors, cutting an estimated $237M.

  • 557 institutional investors held Western Union (WU) as of Q3 2018, down from 559 in Q2 2018.
  • Funds reported $9.04B of Western Union stock for Q3 2018, down 8.6% quarter-over-quarter.
  • 51 funds opened new Western Union positions in Q3 2018 and 47 closed out, a net change of +4 holders.
  • The largest Western Union buyer in Q3 2018 was Capital World Investors, an estimated $175M added.
  • The largest Western Union seller in Q3 2018 was Capital Research Global Investors, an estimated $237M sold.

Based on aggregated 13F filings for Q3 2018.