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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
CIBC Private Wealth Group
376
CIBC Private Wealth Group
Georgia
$246K +$27.3K +1,402 +13%
TC
377
TownSquare Capital
Utah
$238K +$213K +10,918 New
IIC
378
Integrated Investment Consultants
Michigan
$235K
PCMC
379
Paragon Capital Management (Colorado)
Colorado
$235K
Lazard Asset Management
380
Lazard Asset Management
New York
$231K -$954K -48,970 -81%
CA
381
Commerzbank Aktiengesellschaft
Germany
$228K +$224K +11,488 New
IB
382
Intrust Bank
Kansas
$225K -$93.6K -4,803 -30%
HT
383
HighTower Trust
Texas
$223K +$218K +11,200 New
CCA
384
Cobblestone Capital Advisors
New York
$221K -$5.26K -270 -2%
Baird Financial Group
385
Baird Financial Group
Wisconsin
$213K -$1.36M -69,828 -87%
ACP
386
Ashfield Capital Partners
California
$211K
MC
387
Moors & Cabot
Massachusetts
$209K +$204K +10,471 New
ACM
388
AlphaStar Capital Management
North Carolina
$205K -$3.94K -202 -2%
CEP
389
Chicago Equity Partners
Illinois
$203K
RIM
390
Rampart Investment Management
Connecticut
$202K -$22.2K -1,140 -10%
VNA
391
Valley National Advisers
Pennsylvania
$161K -$378K -19,402 -71%
AIP
392
Ameritas Investment Partners
Nebraska
$155K
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$154K +$3.35K +172 +2%
AssetMark Inc
394
AssetMark Inc
California
$143K +$59.8K +3,067 +75%
FMLI
395
Fukoku Mutual Life Insurance
Japan
$135K -$21.4K -1,100 -14%
TIS
396
Tortoise Index Solutions
Kansas
$129K +$741 +38 +0.6%
NFG
397
Next Financial Group
Texas
$119K +$108K +5,534 +1,230%
MERSOM
398
Municipal Employees' Retirement System of Michigan
Michigan
$118K
RIA
399
Realta Investment Advisors
Delaware
$116K +$56K +2,872 +96%
TI
400
Truehand Inc
New Hampshire
$111K

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.