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Western Union

528 hedge funds and large institutions have $9.64B invested in Western Union in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $8.31B → $9.64B (+$1.32B)

4.74% more ownership

Funds ownership: 103.46%108.2% (+4.7%)

4% less funds holding

Funds holding: 549528 (-21)

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

23% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 214

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

63% less call options, than puts

Call options by funds: $24.5M | Put options by funds: $66.3M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
11.47%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
49
Increased
165
Reduced
214
Closed
63
Calls
$24.5M
Puts
$66.3M
Net Calls
-$41.7M
Net Calls Change
-$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
326
DC Investments Management
Virginia
$434K -$40.1K -2,057 -9%
CK
327
Cohen Klingenstein
New York
$428K
SC
328
Schulhoff & Co
Ohio
$425K
RFC
329
Regions Financial Corp
Alabama
$417K -$27.7K -1,419 -6%
GCMG
330
Gyroscope Capital Management Group
Florida
$403K +$32.1K +1,649 +9%
KRS
331
Kentucky Retirement Systems
Kentucky
$399K +$19.5K +1,001 +5%
Thrivent Financial for Lutherans
332
Thrivent Financial for Lutherans
Minnesota
$391K -$9.86K -506 -3%
HH
333
Hilltop Holdings
Texas
$371K -$23.7K -1,215 -6%
Janney Montgomery Scott
334
Janney Montgomery Scott
Pennsylvania
$370K -$806K -41,348 -69%
QC
335
Quadrature Capital
United Kingdom
$369K -$1.48M -75,888 -80%
CCM
336
Cadence Capital Management
Massachusetts
$368K -$152K -7,791 -30%
VCA
337
Verdence Capital Advisors
Maryland
$368K -$110K -5,667 -23%
MML Investors Services
338
MML Investors Services
Massachusetts
$361K +$19.9K +1,023 +6%
AIL
339
AGF Investments LLC
Ontario, Canada
$360K +$71.9K +3,687 +26%
GAM
340
GQ Asset Management
New York
$357K +$96.7K +4,959 +38%
SC
341
Sawyer & Company
Massachusetts
$353K -$18.3K -938 -5%
FIM
342
Freedom Investment Management
Connecticut
$351K -$38.6K -1,978 -10%
SBH
343
Segall Bryant & Hamill
Illinois
$351K -$3.18K -163 -0.9%
OWA
344
One Wealth Advisors
California
$349K -$14.9K -767 -4%
CT
345
Coastline Trust
Rhode Island
$349K +$1.75K +90 +0.5%
Creative Planning
346
Creative Planning
Kansas
$347K -$93.7K -4,806 -22%
DWT
347
Dorsey & Whitney Trust
South Dakota
$340K -$193K -9,915 -37%
MYIA
348
Mount Yale Investment Advisors
Colorado
$336K +$13.9K +715 +5%
CIM
349
Contravisory Investment Management
Massachusetts
$335K +$329K +16,859 New
Mercer Global Advisors
350
Mercer Global Advisors
Colorado
$328K +$22.1K +1,132 +7%

WU Hedge Fund Activity: Q2 2019 in Review

528 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2019, worth a combined $9.64B — up 16% from $8.31B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of WU and 49 opened new positions — a net loss of 14 holders — while 214 trimmed existing stakes and 165 added.

The largest buyer was Independent Franchise Partners, adding an estimated $304M. The largest seller was D.E. Shaw & Co, cutting an estimated $51.7M.

  • 528 institutional investors held Western Union (WU) as of Q2 2019, down from 549 in Q1 2019.
  • Funds reported $9.64B of Western Union stock for Q2 2019, up 16% quarter-over-quarter.
  • 49 funds opened new Western Union positions in Q2 2019 and 63 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q2 2019 was Independent Franchise Partners, an estimated $304M added.
  • The largest Western Union seller in Q2 2019 was D.E. Shaw & Co, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2019.