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Western Union

549 hedge funds and large institutions have $8.31B invested in Western Union in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $7.58B → $8.31B (+$728M)

2.32% more ownership

Funds ownership: 101.14%103.46% (+2.3%)

2% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 62

1% less funds holding

Funds holding: 553549 (-4)

2% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $14.9M

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 202

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
549
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
63
Increased
186
Reduced
202
Closed
62
Calls
$14.5M
Puts
$14.9M
Net Calls
-$342K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
351
Segall Bryant & Hamill
Illinois
$326K +$2.93K +163 +0.9%
CT
352
Coastline Trust
Rhode Island
$323K +$3.6K +200 +1%
MML Investors Services
353
MML Investors Services
Massachusetts
$316K +$25.8K +1,434 +9%
LCM
354
LVM Capital Management
Michigan
$301K +$3.6K +200 +1%
Daiwa Securities Group
355
Daiwa Securities Group
Japan
$300K
PIA
356
Piedmont Investment Advisors
North Carolina
$299K +$11.9K +661 +4%
IB
357
Intrust Bank
Kansas
$297K -$11.6K -647 -4%
JIR
358
James Investment Research
Ohio
$287K -$1.08M -60,044 -79%
CA
359
Clearstead Advisors
Ohio
$286K
SYBT
360
Stock Yards Bank & Trust
Kentucky
$283K -$20.7K -1,150 -7%
Mercer Global Advisors
361
Mercer Global Advisors
Colorado
$283K +$276K +15,348 New
AMI
362
Amica Mutual Insurance
Rhode Island
$280K
CFSG
363
Community Financial Services Group
Vermont
$279K +$31.9K +1,775 +13%
JIC
364
Johnson Investment Counsel
Ohio
$279K +$53.6K +2,980 +25%
RIM
365
Redwood Investment Management
Arizona
$279K +$272K +15,111 New
MYIA
366
Mount Yale Investment Advisors
Colorado
$277K -$226K -12,595 -46%
ACP
367
Arcus Capital Partners
Georgia
$277K
MPIA
368
Mountain Pacific Investment Advisers
Idaho
$277K
AL
369
AJO LP
Pennsylvania
$273K
AI
370
Atria Investments
North Carolina
$269K +$33.1K +1,840 +14%
GCA
371
Gideon Capital Advisors
New York
$267K +$38.8K +2,159 +18%
AIL
372
AGF Investments LLC
Ontario, Canada
$266K +$229K +12,726 +751%
ACM
373
AlphaCrest Capital Management
New York
$265K -$234K -12,996 -48%
NIM
374
NuWave Investment Management
New Jersey
$263K +$27.7K +1,543 +12%
TAM
375
Tocqueville Asset Management
New York
$255K -$12.5K -693 -5%

WU Hedge Fund Activity: Q1 2019 in Review

549 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2019, worth a combined $8.31B — up 9.6% from $7.58B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new WU positions and 62 closed out — a net gain of 1 holder — while 186 added to existing stakes and 202 trimmed.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $162M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $221M sold.

  • 549 institutional investors held Western Union (WU) as of Q1 2019, down from 553 in Q4 2018.
  • Funds reported $8.31B of Western Union stock for Q1 2019, up 9.6% quarter-over-quarter.
  • 63 funds opened new Western Union positions in Q1 2019 and 62 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q1 2019 was Independent Franchise Partners, an estimated $162M added.
  • The largest Western Union seller in Q1 2019 was Lyrical Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2019.