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Western Union

579 hedge funds and large institutions have $7.85B invested in Western Union in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 224 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $21.2M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 600579 (-21)

6.79% less ownership

Funds ownership: 112.57%105.78% (-6.8%)

13% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 224

17% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 83

38% less capital invested

Capital invested by funds: $12.6B → $7.85B (-$4.75B)

Holders
579
Holders Change
-21
Holders Change %
-3.5%
% of All Funds
12.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
69
Increased
196
Reduced
224
Closed
83
Calls
$27.3M
Puts
$21.2M
Net Calls
+$6.1M
Net Calls Change
-$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
301
Sumitomo Mitsui DS Asset Management
Japan
$674K -$20.4K -831 -2%
CCM
302
Cadence Capital Management
Massachusetts
$672K +$48.6K +1,981 +6%
S
303
Seeyond
France
$668K -$503K -20,515 -36%
VanEck Associates
304
VanEck Associates
New York
$664K +$78.5K +3,200 +10%
HA
305
Heartland Advisors
Wisconsin
$662K +$623K +25,422 +229%
TCM
306
Twin Capital Management
Pennsylvania
$660K -$1.96K -80 -0.2%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$656K -$288K -11,728 -24%
CIM
308
Cambria Investment Management
California
$648K -$210K -8,547 -19%
Mirae Asset Global Investments
309
Mirae Asset Global Investments
South Korea
$645K +$330K +13,455 +61%
IFS
310
Ifrah Financial Services
Arkansas
$643K +$2.7K +110 +0.3%
WBC
311
Westpac Banking Corp
Australia
$640K +$172K +7,000 +25%
DI
312
Diligent Investors
California
$634K -$164K -6,700 -16%
1WA
313
180 Wealth Advisors
Washington
$629K +$864K +35,250 New
SW
314
SteelPeak Wealth
California
$628K +$23.1K +943 +3%
DF
315
Donoghue Forlines
Massachusetts
$622K -$2.12M -86,425 -72%
NIM
316
NuWave Investment Management
New Jersey
$622K +$352K +14,367 +72%
VCA
317
Verdence Capital Advisors
Maryland
$618K +$393K +16,033 +89%
Cetera Investment Advisers
318
Cetera Investment Advisers
Illinois
$616K +$833K +33,980 New
VIA
319
Vident Investment Advisory
Georgia
$613K -$644K -26,268 -44%
FC
320
FORA Capital
Florida
$611K +$827K +33,728 New
RJT
321
Raymond James Trust
Florida
$597K +$86.5K +3,526 +12%
NFG
322
Next Financial Group
Texas
$583K -$568K -23,167 -42%
SM
323
Sciencast Management
New Jersey
$579K -$1.53M -62,202 -66%
RIM
324
Redwood Investment Management
Arizona
$573K -$202K -8,245 -21%
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$564K +$467K +19,029 +157%

WU Hedge Fund Activity: Q1 2020 in Review

579 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2020, worth a combined $7.85B — down 38% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of WU and 69 opened new positions — a net loss of 14 holders — while 224 trimmed existing stakes and 196 added.

The largest buyer was International Value Advisers, adding an estimated $103M. The largest seller was Capital Research Global Investors, cutting an estimated $286M.

  • 579 institutional investors held Western Union (WU) as of Q1 2020, down from 600 in Q4 2019.
  • Funds reported $7.85B of Western Union stock for Q1 2020, down 38% quarter-over-quarter.
  • 69 funds opened new Western Union positions in Q1 2020 and 83 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q1 2020 was International Value Advisers, an estimated $103M added.
  • The largest Western Union seller in Q1 2020 was Capital Research Global Investors, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2020.