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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
William Blair & Company
326
William Blair & Company
Illinois
$786K +$5.63K +217 +0.7%
AAM
327
Auxier Asset Management
Oregon
$779K
WBC
328
Westpac Banking Corp
Australia
$757K
SI
329
Stephens Inc
Arkansas
$752K -$7.52K -290 -1%
BBHC
330
Brown Brothers Harriman & Co
New York
$751K
BCM
331
Brookstone Capital Management
Illinois
$731K +$708K +27,296 New
HAM
332
Highstreet Asset Management
Ontario, Canada
$727K +$704K +27,146 New
JIM
333
Jensen Investment Management
Oregon
$723K -$111K -4,280 -14%
COPPSERS
334
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$723K -$4.25K -164 -0.6%
SRAM
335
Stone Ridge Asset Management
New York
$719K
DIM
336
DC Investments Management
Virginia
$709K +$145K +5,578 +27%
6M
337
6 Meridian
Kansas
$689K +$12.9K +497 +2%
BF
338
BOK Financial
Oklahoma
$675K +$21.6K +832 +3%
OWA
339
One Wealth Advisors
California
$625K +$61.4K +2,369 +11%
BDF
340
Balasa Dinverno & Foltz
$625K +$605K +23,339 New
II
341
Inspire Investing
Idaho
$623K -$127K -4,889 -17%
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
$618K +$162K +6,238 +37%
M&T Bank
343
M&T Bank
New York
$617K -$2.33K -90 -0.4%
GCMG
344
Gyroscope Capital Management Group
Florida
$606K +$46.7K +1,800 +9%
SFS
345
Sowell Financial Services
Arkansas
$601K +$278K +10,728 +92%
SC
346
Sepio Capital
Utah
$598K +$291K +11,206 +101%
CBU
347
CIBC Bank USA
Illinois
$594K
Mirae Asset Global Investments
348
Mirae Asset Global Investments
South Korea
$591K +$143K +5,501 +33%
Mariner
349
Mariner
Kansas
$588K -$132K -5,104 -19%
KRS
350
Kentucky Retirement Systems
Kentucky
$578K -$3.94K -152 -0.7%

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.