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Western Union

553 hedge funds and large institutions have $7.58B invested in Western Union in 2018 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 145 increasing their positions, 242 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $5.81M

1% less funds holding

Funds holding: 557553 (-4)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

4.89% less ownership

Funds ownership: 106.03%101.14% (-4.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less capital invested

Capital invested by funds: $9.04B → $7.58B (-$1.45B)

40% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 242

Holders
553
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
12.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
73
Increased
145
Reduced
242
Closed
74
Calls
$10.2M
Puts
$5.81M
Net Calls
+$4.4M
Net Calls Change
-$271K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
401
Ameritas Investment Partners
Nebraska
$147K
SIM
402
Sonora Investment Management
Arizona
$140K
TRCT
403
Tower Research Capital (TRC)
New York
$138K +$125K +6,870 +542%
Marshall Wace
404
Marshall Wace
United Kingdom
$138K +$147K +8,069 New
AIM
405
Assured Investment Management
New York
$135K -$2.24M -123,079 -94%
FMLI
406
Fukoku Mutual Life Insurance
Japan
$134K
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$127K -$855 -47 -0.6%
Victory Capital Management
408
Victory Capital Management
Texas
$113K -$800 -44 -0.7%
IA
409
IFP Advisors
Florida
$98K +$4.69K +258 +5%
SO
410
STRS Ohio
Ohio
$95K
TI
411
Truehand Inc
New Hampshire
$95K +$102K +5,600 New
DSC
412
Duncker Streett & Co
Missouri
$91K
WT
413
Whittier Trust
California
$88K +$11K +603 +13%
TL
414
TrueWealth LLC
Georgia
$87K
FMT
415
First Mercantile Trust
Tennessee
$85K +$30.2K +1,660 +50%
CLOS
416
Compagnie Lombard Odier SCmA
Switzerland
$85K +$90.9K +5,000 New
CAPTRUST Financial Advisors
417
CAPTRUST Financial Advisors
North Carolina
$84K +$5.76K +317 +7%
PMFA
418
Plante Moran Financial Advisors
Michigan
$78K +$60K +3,300 +264%
RIM
419
Rampart Investment Management
Connecticut
$74K -$151K -8,326 -66%
RCAG
420
Rehmann Capital Advisory Group
Michigan
$72.6K -$7.29K -401 -9%
LS
421
Livforsakringsbolaget Skandia
Sweden
$71K
TAIM
422
TD Ameritrade Investment Management
Nebraska
$66K +$1.58K +87 +2%
PB
423
Pinnacle Bancorp
Nebraska
$65K +$69.1K +3,800 New
ONST
424
Old North State Trust
North Carolina
$62K +$20.4K +1,121 +44%
M
425
MOTCO
Texas
$61K -$6.73K -370 -9%

WU Hedge Fund Activity: Q4 2018 in Review

553 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2018, worth a combined $7.58B — down 16% from $9.04B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of WU and 73 opened new positions — a net loss of 1 holder — while 242 trimmed existing stakes and 145 added.

The largest buyer was BlackRock, adding an estimated $85.2M. The largest seller was Abrams Capital Management, cutting an estimated $195M.

  • 553 institutional investors held Western Union (WU) as of Q4 2018, down from 557 in Q3 2018.
  • Funds reported $7.58B of Western Union stock for Q4 2018, down 16% quarter-over-quarter.
  • 73 funds opened new Western Union positions in Q4 2018 and 74 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q4 2018 was BlackRock, an estimated $85.2M added.
  • The largest Western Union seller in Q4 2018 was Abrams Capital Management, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2018.