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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
CK
351
Cohen Klingenstein
New York
$576K
AG
352
Advisor Group
Arizona
$573K -$1.16M -44,580 -68%
BCM
353
Bayesian Capital Management
New York
$568K +$550K +21,221 New
CI Investments Inc
354
CI Investments Inc
Ontario, Canada
$567K +$317K +12,224 +136%
CA
355
Commerzbank Aktiengesellschaft
Germany
$538K +$238K +9,184 +84%
VF
356
Virtu Financial
New York
$536K -$639K -24,648 -55%
NIM
357
NuWave Investment Management
New Jersey
$535K +$501K +19,306 +2,934%
LSERS
358
Louisiana State Employees Retirement System
Louisiana
$533K -$13K -500 -2%
KFA
359
Krane Funds Advisors
New York
$531K -$82.6K -3,187 -14%
Janney Montgomery Scott
360
Janney Montgomery Scott
Pennsylvania
$529K +$33.4K +1,289 +7%
PP
361
Parplus Partners
New York
$529K +$513K +19,767 New
Bessemer Group
362
Bessemer Group
New Jersey
$526K
GH
363
GAM Holding
Switzerland
$514K -$988K -38,088 -67%
Thrivent Financial for Lutherans
364
Thrivent Financial for Lutherans
Minnesota
$512K -$13.7K -529 -3%
WP
365
WealthSource Partners
California
$506K +$490K +18,894 New
SC
366
SRB Corp
Massachusetts
$502K -$64.3K -2,480 -12%
Capstone Investment Advisors
367
Capstone Investment Advisors
New York
$497K +$481K +18,552 New
RFC
368
Regions Financial Corp
Alabama
$489K -$48.5K -1,869 -9%
AS
369
Altshuler Shaham
Israel
$488K +$469K +18,098 +150,817%
VCA
370
Verdence Capital Advisors
Maryland
$483K -$12.4K -480 -3%
CFMC
371
Curbstone Financial Management Corp
New Hampshire
$481K -$7.78K -300 -2%
TAM
372
Tocqueville Asset Management
New York
$481K +$82.7K +3,188 +22%
Jane Street
373
Jane Street
New York
$480K -$921K -35,525 -66%
BCV
374
Banque Cantonale Vaudoise
Switzerland
$478K +$463K +17,852 New
Creative Planning
375
Creative Planning
Kansas
$472K +$1.89K +73 +0.4%

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.