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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
TCM
301
Twin Capital Management
Pennsylvania
$977K +$946K +36,490 New
TC
302
Trilogy Capital
California
$951K +$42K +1,620 +5%
IFS
303
Ifrah Financial Services
Arkansas
$947K -$242K -9,348 -21%
CCM
304
Cadence Capital Management
Massachusetts
$940K +$430K +16,567 +89%
Commonwealth Equity Services
305
Commonwealth Equity Services
Massachusetts
$929K -$166K -6,384 -16%
CTC
306
Central Trust Company
Missouri
$917K +$830K +32,000 +1,426%
CEP
307
Chicago Equity Partners
Illinois
$916K +$622K +24,000 +235%
SW
308
SteelPeak Wealth
California
$903K +$874K +33,719 New
VanEck Associates
309
VanEck Associates
New York
$895K -$39.8M -1,535,427 -98%
SCP
310
Syntal Capital Partners
Texas
$894K +$866K +33,415 New
NMERB
311
New Mexico Educational Retirement Board
New Mexico
$890K
WAM
312
World Asset Management
Michigan
$879K -$32.2K -1,243 -4%
PP
313
Paloma Partners
Connecticut
$874K -$1.88M -72,358 -69%
Qube Research & Technologies (QRT)
314
Qube Research & Technologies (QRT)
United Kingdom
$869K +$841K +32,447 New
ASN
315
Advisory Services Network
Georgia
$863K -$1.83M -70,729 -69%
SS
316
Simplicity Solutions
Minnesota
$852K +$298K +11,506 +57%
VI
317
Versor Investments
New York
$852K +$825K +31,800 New
Walleye Trading
318
Walleye Trading
New York
$845K +$819K +31,569 New
LTFS
319
Ladenburg Thalmann Financial Services
Florida
$842K -$10.1K -388 -1%
PAM
320
Premier Asset Management
Illinois
$832K
V
321
Veritable
Delaware
$832K +$1.32K +51 +0.2%
Wolverine Trading
322
Wolverine Trading
Illinois
$810K +$784K +30,240 New
BCWM
323
Bartlett & Co Wealth Management
Ohio
$808K -$7.78K -300 -1%
SLF
324
Sun Life Financial
Ontario, Canada
$790K -$420K -16,190 -35%
RJT
325
Raymond James Trust
Florida
$788K -$136K -5,254 -15%

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.