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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
BCM
301
BlueCrest Capital Management
Jersey
$659K -$382K -21,260 -37%
SSA
302
Schonfeld Strategic Advisors
New York
$641K -$145K -8,055 -19%
LPL Financial
303
LPL Financial
California
$639K +$30.7K +1,710 +5%
WAM
304
World Asset Management
Michigan
$636K +$77.2K +4,294 +14%
BF
305
BOK Financial
Oklahoma
$634K -$41.4K -2,305 -6%
CGH
306
Crossmark Global Holdings
Texas
$634K -$4.67K -260 -0.8%
GH
307
GAM Holding
Switzerland
$616K +$267K +14,850 +80%
II
308
IFM Investors
Australia
$591K +$33.9K +1,883 +6%
CSS
309
Cubist Systematic Strategies
Connecticut
$582K -$363K -20,167 -39%
P
310
Pitcairn
Pennsylvania
$567K -$44.4K -2,471 -7%
SI
311
Stephens Inc
Arkansas
$561K -$83.7K -4,654 -13%
V
312
Veritable
Delaware
$561K -$4.69K -261 -0.9%
Mariner
313
Mariner
Kansas
$540K +$25.4K +1,411 +5%
BAM
314
Blueshift Asset Management
New Jersey
$537K -$1.17M -65,277 -69%
LIC
315
Lodestar Investment Counsel
Illinois
$527K -$12.6K -700 -2%
WBC
316
Westpac Banking Corp
Australia
$522K
Wealthfront Advisers
317
Wealthfront Advisers
California
$520K -$104K -5,767 -17%
BBHC
318
Brown Brothers Harriman & Co
New York
$517K
SAM
319
Shell Asset Management
Netherlands
$515K
VNA
320
Valley National Advisers
Pennsylvania
$508K +$24.1K +1,339 +5%
DWT
321
Dorsey & Whitney Trust
South Dakota
$499K -$119K -6,595 -20%
SRAM
322
Stone Ridge Asset Management
New York
$496K +$258K +14,357 +115%
ASN
323
Advisory Services Network
Georgia
$494K -$9.49K -528 -2%
CCM
324
Cadence Capital Management
Massachusetts
$485K -$4.89K -272 -1%
ERSOT
325
Employees Retirement System of Texas
Texas
$480K

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.