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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
HH
376
Hilltop Holdings
Texas
$470K -$4.62K -178 -1%
Daiwa Securities Group
377
Daiwa Securities Group
Japan
$467K
SC
378
Schulhoff & Co
Ohio
$465K -$51.9K -2,000 -10%
CIM
379
Contravisory Investment Management
Massachusetts
$455K +$3.32K +128 +0.8%
SC
380
Sawyer & Company
Massachusetts
$450K -$24K -925 -5%
MYIA
381
Mount Yale Investment Advisors
Colorado
$448K +$42.7K +1,647 +11%
MYLI
382
Meiji Yasuda Life Insurance
Japan
$442K +$7.78K +300 +2%
NMIMC
383
Northwestern Mutual Investment Management Company
Wisconsin
$436K +$3.73K +144 +0.9%
GAM
384
GQ Asset Management
New York
$422K +$116K +4,478 +40%
Mercer Global Advisors
385
Mercer Global Advisors
Colorado
$421K -$5.99K -231 -1%
HT
386
HighTower Trust
Texas
$418K +$48.4K +1,868 +14%
CA
387
Clearstead Advisors
Ohio
$415K
TIS
388
Tortoise Index Solutions
Kansas
$411K +$114K +4,385 +40%
SYBT
389
Stock Yards Bank & Trust
Kentucky
$410K
ACP
390
Arcus Capital Partners
Georgia
$402K
MPIA
391
Mountain Pacific Investment Advisers
Idaho
$402K
CIBC World Market
392
CIBC World Market
Ontario, Canada
$400K -$1.78M -68,635 -82%
JIC
393
Johnson Investment Counsel
Ohio
$398K -$6.48K -250 -2%
CFSG
394
Community Financial Services Group
Vermont
$397K -$648 -25 -0.2%
SBH
395
Segall Bryant & Hamill
Illinois
$385K -$83K -3,200 -18%
GC
396
Grimes & Company
Massachusetts
$381K -$3.63K -140 -1%
TC
397
TownSquare Capital
Utah
$380K -$56.6K -2,182 -13%
MC
398
Moors & Cabot
Massachusetts
$380K -$10.6K -410 -3%
AWM
399
AE Wealth Management
Kansas
$373K +$362K +13,942 New
Arrowstreet Capital
400
Arrowstreet Capital
Massachusetts
$372K +$360K +13,900 New

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.