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Western Union

549 hedge funds and large institutions have $8.31B invested in Western Union in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $7.58B → $8.31B (+$728M)

2.32% more ownership

Funds ownership: 101.14%103.46% (+2.3%)

2% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 62

1% less funds holding

Funds holding: 553549 (-4)

2% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $14.9M

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 202

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
549
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
63
Increased
186
Reduced
202
Closed
62
Calls
$14.5M
Puts
$14.9M
Net Calls
-$342K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
226
LS Investment Advisors
Michigan
$1.41M +$962K +53,494 +235%
Macquarie Group
227
Macquarie Group
Australia
$1.39M +$43.2K +2,400 +3%
NA
228
Navellier & Associates
Nevada
$1.35M -$25.6K -1,421 -2%
OAC
229
OMERS Administration Corp
Ontario, Canada
$1.35M +$1.27M +70,600 New
RIM
230
Redpoint Investment Management
Australia
$1.3M
N
231
Natixis
France
$1.29M -$1.56M -86,677 -56%
PCM
232
Penserra Capital Management
California
$1.25M +$1.12M +62,422 +3,709%
MLICM
233
Metropolitan Life Insurance Company (MetLife)
New York
$1.24M -$59K -3,279 -5%
TAM
234
Tyers Asset Management
Texas
$1.24M +$514K +28,560 +74%
NMIMC
235
Northwestern Mutual Investment Management Company
Wisconsin
$1.22M -$12K -670 -1%
VIA
236
Vident Investment Advisory
Georgia
$1.22M +$598K +33,277 +101%
BDS
237
Banco de Sabadell
Florida
$1.22M +$1.18M +65,634 New
RJFSA
238
Raymond James Financial Services Advisors
Florida
$1.21M +$417K +23,169 +54%
GIP
239
Greatmark Investment Partners
Georgia
$1.19M -$105K -5,845 -8%
SLF
240
Sun Life Financial
Ontario, Canada
$1.18M +$125K +6,976 +12%
MSA
241
Mason Street Advisors
Wisconsin
$1.15M -$4.37K -243 -0.4%
Commonwealth Equity Services
242
Commonwealth Equity Services
Massachusetts
$1.15M -$25K -1,392 -2%
S
243
Seeyond
France
$1.14M +$386K +21,443 +54%
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$1.14M -$294K -16,325 -21%
Lazard Asset Management
245
Lazard Asset Management
New York
$1.12M +$1.09M +60,627 New
EAM
246
Erste Asset Management
Austria
$1.12M +$1.08M +60,000 New
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$1.11M -$62.9K -3,501 -6%
BTS
248
BB&T Securities
Virginia
$1.11M +$47.2K +2,623 +5%
AB
249
Amalgamated Bank
New York
$1.1M +$27.8K +1,546 +3%
HDIM
250
Hanson & Doremus Investment Management
Vermont
$1.1M -$45.9K -2,555 -4%

WU Hedge Fund Activity: Q1 2019 in Review

549 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2019, worth a combined $8.31B — up 9.6% from $7.58B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new WU positions and 62 closed out — a net gain of 1 holder — while 186 added to existing stakes and 202 trimmed.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $162M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $221M sold.

  • 549 institutional investors held Western Union (WU) as of Q1 2019, down from 553 in Q4 2018.
  • Funds reported $8.31B of Western Union stock for Q1 2019, up 9.6% quarter-over-quarter.
  • 63 funds opened new Western Union positions in Q1 2019 and 62 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q1 2019 was Independent Franchise Partners, an estimated $162M added.
  • The largest Western Union seller in Q1 2019 was Lyrical Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2019.