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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
NMIMC
351
Northwestern Mutual Investment Management Company
Wisconsin
$325K -$973K -49,899 -75%
LCM
352
LVM Capital Management
Michigan
$324K
Daiwa Securities Group
353
Daiwa Securities Group
Japan
$323K
SM
354
Sciencast Management
New Jersey
$322K +$308K +15,800 New
ED
355
Exane Derivatives
France
$315K -$4.14M -212,185 -93%
CA
356
Clearstead Advisors
Ohio
$308K
SYBT
357
Stock Yards Bank & Trust
Kentucky
$304K
Mirae Asset Global Investments
358
Mirae Asset Global Investments
South Korea
$301K +$81.5K +4,181 +38%
CFSG
359
Community Financial Services Group
Vermont
$300K -$195 -10 -0.1%
JIC
360
Johnson Investment Counsel
Ohio
$300K
ACP
361
Arcus Capital Partners
Georgia
$298K
MPIA
362
Mountain Pacific Investment Advisers
Idaho
$298K
AI
363
Atria Investments
North Carolina
$295K -$13.3K -680 -5%
AL
364
AJO LP
Pennsylvania
$294K
FEM
365
Fulcrum Equity Management
Texas
$286K +$259K +13,265 New
CG
366
Caprock Group
Idaho
$281K +$37K +1,897 +16%
HA
367
Heartland Advisors
Wisconsin
$276K +$5.61K +288 +2%
NSAM
368
North Star Asset Management
Wisconsin
$275K -$133K -6,815 -33%
Bessemer Group
369
Bessemer Group
New Jersey
$275K +$193K +9,911 +256%
HAIM
370
Hunter Associates Investment Management
Pennsylvania
$272K
Grantham, Mayo, Van Otterloo & Co (GMO)
371
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$272K +$267K +13,700 New
PIA
372
Piedmont Investment Advisors
North Carolina
$260K -$60.9K -3,123 -19%
CI
373
Cigna Investments
Connecticut
$251K -$12.7K -650 -5%
Los Angeles Capital Management
374
Los Angeles Capital Management
California
$251K +$246K +12,599 New
TAM
375
Tocqueville Asset Management
New York
$250K -$24.2K -1,244 -9%

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.