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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
RCM
276
Riverhead Capital Management
Delaware
$860K +$356K +19,800 +74%
IFS
277
Ifrah Financial Services
Arkansas
$857K -$7.43K -413 -0.9%
CCA
278
Catalyst Capital Advisors
New York
$846K +$823K +45,800 New
MAM
279
Meeder Asset Management
Ohio
$839K +$148K +8,216 +22%
DnB Asset Management
280
DnB Asset Management
Norway
$837K -$112K -6,202 -12%
NAM
281
Nissay Asset Management
Japan
$834K +$33.7K +1,874 +4%
HighTower Advisors
282
HighTower Advisors
Illinois
$829K -$119K -6,621 -13%
SAM
283
Securian Asset Management
Minnesota
$829K -$6.15K -342 -0.8%
DI
284
Diligent Investors
California
$818K -$19.7K -1,097 -2%
B
285
Barings
North Carolina
$817K -$2.43M -134,900 -75%
WCM
286
Wedge Capital Management
North Carolina
$759K -$32.5M -1,809,451 -98%
CIBC Asset Management
287
CIBC Asset Management
Ontario, Canada
$756K -$13.4K -748 -2%
JIM
288
Jensen Investment Management
Oregon
$749K -$88.6K -4,930 -11%
National Pension Service
289
National Pension Service
South Korea
$741K
NSEDCP
290
NJ State Employees Deferred Compensation Plan
New Jersey
$739K
US Bancorp
291
US Bancorp
Minnesota
$729K -$275K -15,290 -28%
TC
292
Trilogy Capital
California
$722K +$6.33K +352 +0.9%
Qube Research & Technologies (QRT)
293
Qube Research & Technologies (QRT)
United Kingdom
$720K +$701K +38,984 New
LRIC
294
Long Road Investment Counsel
Michigan
$715K
LTFS
295
Ladenburg Thalmann Financial Services
Florida
$710K +$290K +16,141 +72%
Pacer Advisors
296
Pacer Advisors
Pennsylvania
$705K +$678K +37,724 +7,843%
KCM
297
Kendall Capital Management
Maryland
$694K -$5.39K -300 -0.8%
NMERB
298
New Mexico Educational Retirement Board
New Mexico
$682K -$19.8K -1,100 -3%
RJT
299
Raymond James Trust
Florida
$676K +$4.98K +277 +0.8%
Public Sector Pension Investment Board (PSP Investments)
300
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$673K +$241K +13,400 +58%

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.