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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
PAM
301
Premier Asset Management
Illinois
$719K
V
302
Veritable
Delaware
$719K +$7.36K +341 +1%
BCWM
303
Bartlett & Co Wealth Management
Ohio
$706K +$616K +28,525 +1,463%
BC
304
Bartlett & Co
Ohio
$706K +$616K +28,525 +1,463%
WCM
305
Weld Capital Management
New York
$701K +$653K +30,269 New
William Blair & Company
306
William Blair & Company
Illinois
$675K -$26.7K -1,237 -4%
AAM
307
Auxier Asset Management
Oregon
$674K -$335K -15,523 -35%
SO
308
STRS Ohio
Ohio
$661K +$43K +1,994 +8%
SI
309
Stephens Inc
Arkansas
$657K -$17.9K -830 -3%
WBC
310
Westpac Banking Corp
Australia
$655K
II
311
Inspire Investing
Idaho
$652K +$68.8K +3,185 +13%
BBHC
312
Brown Brothers Harriman & Co
New York
$650K +$777 +36 +0.1%
COPPSERS
313
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$629K +$40.5K +1,877 +7%
Mariner
314
Mariner
Kansas
$627K -$28.4K -1,315 -5%
SRAM
315
Stone Ridge Asset Management
New York
$622K
PCS
316
Personal CFO Solutions
New Jersey
$595K +$552K +25,582 New
6M
317
6 Meridian
Kansas
$585K +$545K +25,239 New
BF
318
BOK Financial
Oklahoma
$565K -$1.45K -67 -0.3%
AIL
319
AGF Investments LLC
Ontario, Canada
$539K +$111K +5,150 +28%
M&T Bank
320
M&T Bank
New York
$536K +$20.1K +930 +4%
KFA
321
Krane Funds Advisors
New York
$533K +$497K +23,000 New
DTL
322
Dynamic Technology Lab
Singapore
$522K +$486K +22,533 New
CBU
323
CIBC Bank USA
Illinois
$514K
KRS
324
Kentucky Retirement Systems
Kentucky
$503K +$35.9K +1,663 +8%
CK
325
Cohen Klingenstein
New York
$499K

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.