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Western Union

543 hedge funds and large institutions have $10.8B invested in Western Union in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

33% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $36.6M

12% more capital invested

Capital invested by funds: $9.64B → $10.8B (+$1.14B)

3% more funds holding

Funds holding: 528543 (+15)

1.71% more ownership

Funds ownership: 108.2%109.91% (+1.7%)

15% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 206

Holders
543
Holders Change
+15
Holders Change %
+2.84%
% of All Funds
11.91%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
60
Increased
176
Reduced
206
Closed
44
Calls
$48.6M
Puts
$36.6M
Net Calls
+$12M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
276
Oregon Public Employees Retirement Fund
Oregon
$1.01M -$98.1K -4,544 -9%
CPO
277
Cerity Partners OCIO
New York
$1.01M -$2.32M -107,502 -71%
RJFSA
278
Raymond James Financial Services Advisors
Florida
$979K -$5.38K -249 -0.6%
MAM
279
Meeder Asset Management
Ohio
$974K -$77.3K -3,582 -8%
DI
280
Diligent Investors
California
$974K -$29K -1,342 -3%
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$958K -$19.5K -902 -2%
Commonwealth Equity Services
282
Commonwealth Equity Services
Massachusetts
$952K -$358K -16,586 -29%
US Bancorp
283
US Bancorp
Minnesota
$933K -$8.72K -404 -1%
NSEDCP
284
NJ State Employees Deferred Compensation Plan
New Jersey
$927K
TRSOTSOK
285
Teachers Retirement System of the State of Kentucky
Kentucky
$926K
LPL Financial
286
LPL Financial
California
$894K +$148K +6,866 +22%
VIA
287
Vident Investment Advisory
Georgia
$889K -$15.1K -701 -2%
LRIC
288
Long Road Investment Counsel
Michigan
$889K
HighTower Advisors
289
HighTower Advisors
Illinois
$885K +$59.7K +2,763 +8%
Pzena Investment Management
290
Pzena Investment Management
New York
$876K +$816K +37,791 New
SMDAM
291
Sumitomo Mitsui DS Asset Management
Japan
$868K +$67.1K +3,109 +9%
KCM
292
Kendall Capital Management
Maryland
$838K -$17.8K -825 -2%
TC
293
Trilogy Capital
California
$816K -$89.2K -4,133 -11%
RJT
294
Raymond James Trust
Florida
$803K -$15.7K -728 -2%
BTS
295
BB&T Securities
Virginia
$790K -$365K -16,905 -33%
WAM
296
World Asset Management
Michigan
$790K -$259 -12 -0%
NMERB
297
New Mexico Educational Retirement Board
New Mexico
$770K -$54K -2,500 -7%
LTFS
298
Ladenburg Thalmann Financial Services
Florida
$742K +$72.3K +3,351 +12%
JIM
299
Jensen Investment Management
Oregon
$724K -$95.6K -4,430 -12%
CGH
300
Crossmark Global Holdings
Texas
$720K -$57K -2,640 -8%

WU Hedge Fund Activity: Q3 2019 in Review

543 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2019, worth a combined $10.8B — up 12% from $9.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new WU positions and 44 closed out — a net gain of 16 holders — while 176 added to existing stakes and 206 trimmed.

The largest buyer was APG Asset Management, adding an estimated $53.3M. The largest seller was Bank of New York Mellon, cutting an estimated $102M.

  • 543 institutional investors held Western Union (WU) as of Q3 2019, up from 528 in Q2 2019.
  • Funds reported $10.8B of Western Union stock for Q3 2019, up 12% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q3 2019 and 44 closed out, a net change of +16 holders.
  • The largest Western Union buyer in Q3 2019 was APG Asset Management, an estimated $53.3M added.
  • The largest Western Union seller in Q3 2019 was Bank of New York Mellon, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2019.