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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
HAIM
376
Hunter Associates Investment Management
Pennsylvania
$253K
HA
377
Heartland Advisors
Wisconsin
$251K +$23.5K +1,306 +11%
VAS
378
Vestmark Advisory Solutions
Massachusetts
$242K +$236K +13,101 New
GAM
379
GQ Asset Management
New York
$240K +$234K +13,005 New
CI
380
Cigna Investments
Connecticut
$233K +$3.6K +200 +2%
CG
381
Caprock Group
Idaho
$226K +$22.3K +1,240 +11%
AC
382
Addison Capital
Pennsylvania
$225K
IIC
383
Integrated Investment Consultants
Michigan
$218K -$53.9K -3,000 -20%
PCMC
384
Paragon Capital Management (Colorado)
Colorado
$218K
CBOA
385
Commonwealth Bank of Australia
Australia
$216K -$617K -34,339 -74%
FHB
386
First Hawaiian Bank
Hawaii
$215K -$266K -14,800 -56%
Tudor Investment Corp
387
Tudor Investment Corp
Connecticut
$214K +$209K +11,611 New
CCA
388
Cobblestone Capital Advisors
New York
$210K -$28.9K -1,605 -12%
RIM
389
Rampart Investment Management
Connecticut
$209K +$125K +6,963 +160%
Mirae Asset Global Investments
390
Mirae Asset Global Investments
South Korea
$203K -$733K -40,764 -79%
CIBC Private Wealth Group
391
CIBC Private Wealth Group
Georgia
$203K -$304K -16,921 -61%
ACP
392
Ashfield Capital Partners
California
$196K
ACM
393
AlphaStar Capital Management
North Carolina
$194K +$557 +31 +0.3%
N
394
Nuveen
North Carolina
$193K
CEP
395
Chicago Equity Partners
Illinois
$189K +$184K +10,210 New
AWM
396
Alterna Wealth Management
Texas
$187K -$340K -18,916 -65%
LOAMS
397
Lombard Odier Asset Management (Switzerland)
Switzerland
$187K +$182K +10,136 New
FBT
398
First Bank & Trust
South Dakota
$174K +$3.45K +192 +2%
FMLI
399
Fukoku Mutual Life Insurance
Japan
$145K
AIP
400
Ameritas Investment Partners
Nebraska
$144K -$14.7K -817 -9%

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.