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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
Commonwealth Equity Services
326
Commonwealth Equity Services
Massachusetts
$563K -$89.6K -3,654 -11%
PAM
327
Premier Asset Management
Illinois
$563K
V
328
Veritable
Delaware
$562K -$1.67K -68 -0.2%
William Blair & Company
329
William Blair & Company
Illinois
$547K +$20.8K +847 +3%
Bessemer Group
330
Bessemer Group
New Jersey
$545K +$255K +10,418 +53%
SCA
331
Snowden Capital Advisors
New York
$537K +$727K +29,639 New
SSA
332
Schonfeld Strategic Advisors
New York
$524K -$226K -9,206 -24%
AAM
333
Auxier Asset Management
Oregon
$524K -$4.9K -200 -0.7%
KRS
334
Kentucky Retirement Systems
Kentucky
$519K +$173K +7,064 +33%
DIM
335
DC Investments Management
Virginia
$509K +$39.3K +1,602 +6%
BBHC
336
Brown Brothers Harriman & Co
New York
$508K -$883 -36 -0.1%
COPPSERS
337
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$486K -$5.25K -214 -0.8%
NMERB
338
New Mexico Educational Retirement Board
New Mexico
$478K -$168K -6,850 -21%
WAM
339
Weiss Asset Management
Massachusetts
$477K +$645K +26,311 New
Rafferty Asset Management
340
Rafferty Asset Management
New York
$473K -$1.05M -42,633 -62%
AWM
341
AE Wealth Management
Kansas
$473K +$298K +12,167 +87%
BC
342
Bartlett & Co
Ohio
$468K +$632K +25,789 New
BCWM
343
Bartlett & Co Wealth Management
Ohio
$468K -$108K -4,386 -15%
SFI
344
Susquehanna Fundamental Investments
Pennsylvania
$466K -$1.64M -67,026 -72%
TC
345
TownSquare Capital
Utah
$466K +$269K +10,972 +77%
GCMG
346
Gyroscope Capital Management Group
Florida
$451K +$55.1K +2,247 +10%
WP
347
WealthSource Partners
California
$448K +$143K +5,820 +31%
OWA
348
One Wealth Advisors
California
$441K +$24.5K +1,000 +4%
RA
349
Rational Advisors
New York
$438K +$412K +16,819 +228%
GCP
350
GSA Capital Partners
United Kingdom
$434K +$251K +10,235 +75%

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.