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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
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$140K +$2.57K +143 +2%
NIT
402
NumerixS Investment Technologies
British Columbia, Canada
$130K -$662K -36,800 -84%
TIS
403
Tortoise Index Solutions
Kansas
$119K +$116K +6,427 New
SG Americas Securities
404
SG Americas Securities
New York
$117K -$795K -44,229 -87%
QT
405
Quantamental Technologies
New York
$117K -$492K -27,366 -81%
CFB
406
Cullen/Frost Bankers
Texas
$113K +$110K +6,103 New
MERSOM
407
Municipal Employees' Retirement System of Michigan
Michigan
$110K -$109K -6,040 -50%
SO
408
STRS Ohio
Ohio
$103K
TI
409
Truehand Inc
New Hampshire
$103K
TL
410
TrueWealth LLC
Georgia
$94K
ONST
411
Old North State Trust
North Carolina
$94K +$26.5K +1,472 +40%
CLOS
412
Compagnie Lombard Odier SCmA
Switzerland
$92K
CAPTRUST Financial Advisors
413
CAPTRUST Financial Advisors
North Carolina
$90K
SIM
414
Sonora Investment Management
Arizona
$88K -$62K -3,448 -42%
WT
415
Whittier Trust
California
$84K -$10.8K -603 -12%
DSC
416
Duncker Streett & Co
Missouri
$79K -$18K -1,000 -19%
LS
417
Livforsakringsbolaget Skandia
Sweden
$77K
AssetMark Inc
418
AssetMark Inc
California
$76K +$20.3K +1,130 +38%
RCAG
419
Rehmann Capital Advisory Group
Michigan
$75K -$3.47K -193 -5%
SWM
420
SeaCrest Wealth Management
New York
$72K +$32.4K +1,802 +85%
Bessemer Group
421
Bessemer Group
New Jersey
$71K +$27K +1,501 +63%
FMT
422
First Mercantile Trust
Tennessee
$68K -$23.4K -1,300 -26%
PB
423
Pinnacle Bancorp
Nebraska
$66K -$4.5K -250 -7%
M
424
MOTCO
Texas
$66K
CAM
425
Close Asset Management
United Kingdom
$64K +$27.8K +1,546 +80%

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.