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Western Union

600 hedge funds and large institutions have $12.6B invested in Western Union in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 193 increasing their positions, 219 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 31

47% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $29.8M

17% more capital invested

Capital invested by funds: $10.8B → $12.6B (+$1.82B)

10% more funds holding

Funds holding: 543600 (+57)

2.66% more ownership

Funds ownership: 109.91%112.57% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

12% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 219

Holders
600
Holders Change
+57
Holders Change %
+10.5%
% of All Funds
11.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
98
Increased
193
Reduced
219
Closed
31
Calls
$43.9M
Puts
$29.8M
Net Calls
+$14.1M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
251
Radnor Capital Management
Pennsylvania
$1.55M
S
252
Seeyond
France
$1.54M -$660K -25,470 -31%
BBVA
253
Banco Bilbao Vizcaya Argentaria
Spain
$1.53M +$1.48M +57,192 New
JMPWA
254
JP Morgan Private Wealth Advisors
California
$1.53M +$72.2K +2,784 +5%
TI
255
Trexquant Investment
Connecticut
$1.51M -$3.16M -121,701 -68%
MOACM
256
Mutual of America Capital Management
New York
$1.5M -$16.9K -652 -1%
EF
257
Empirical Finance
Pennsylvania
$1.5M +$31.9K +1,232 +2%
NFG
258
Next Financial Group
Texas
$1.48M +$1.22M +47,230 +585%
SO
259
STRS Ohio
Ohio
$1.47M +$684K +26,386 +92%
LIA
260
LS Investment Advisors
Michigan
$1.44M -$356K -13,733 -20%
NAM
261
Nissay Asset Management
Japan
$1.44M +$213K +8,232 +18%
HDIM
262
Hanson & Doremus Investment Management
Vermont
$1.44M -$29.8K -1,149 -2%
CLOS
263
Compagnie Lombard Odier SCmA
Switzerland
$1.41M +$1.24M +47,700 +954%
LPL Financial
264
LPL Financial
California
$1.38M +$337K +13,000 +34%
Nordea Investment Management
265
Nordea Investment Management
Sweden
$1.35M -$27.5K -1,062 -2%
RT
266
Rockland Trust
Massachusetts
$1.35M -$52.8K -2,035 -4%
Wealthfront Advisers
267
Wealthfront Advisers
California
$1.34M +$51.1K +1,970 +4%
II
268
IFM Investors
Australia
$1.29M -$110K -4,259 -8%
CIBC Asset Management
269
CIBC Asset Management
Ontario, Canada
$1.28M +$170K +6,568 +16%
BAM
270
Blueshift Asset Management
New Jersey
$1.28M -$4.03M -155,475 -76%
B
271
BP
United Kingdom
$1.26M
ACM
272
Ativo Capital Management
Illinois
$1.25M +$1.21M +46,819 New
UCFA
273
United Capital Financial Advisors
Texas
$1.25M -$183K -7,043 -13%
O
274
Ossiam
France
$1.24M +$1.2M +46,343 New
CIM
275
Cambria Investment Management
California
$1.19M -$562K -21,679 -33%

WU Hedge Fund Activity: Q4 2019 in Review

600 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2019, worth a combined $12.6B — up 17% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WU positions and 31 closed out — a net gain of 67 holders — while 193 added to existing stakes and 219 trimmed.

The largest buyer was BlackRock, adding an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $160M.

  • 600 institutional investors held Western Union (WU) as of Q4 2019, up from 543 in Q3 2019.
  • Funds reported $12.6B of Western Union stock for Q4 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Western Union positions in Q4 2019 and 31 closed out, a net change of +67 holders.
  • The largest Western Union buyer in Q4 2019 was BlackRock, an estimated $418M added.
  • The largest Western Union seller in Q4 2019 was Fidelity Investments, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2019.