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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
BAM
401
Belpointe Asset Management
Nevada
$106K +$104K +5,350 New
ONST
402
Old North State Trust
North Carolina
$105K +$3.08K +158 +3%
SPIA
403
Steward Partners Investment Advisory
New York
$105K +$104K +5,324 New
CFB
404
Cullen/Frost Bankers
Texas
$101K -$19.5K -1,000 -16%
TL
405
TrueWealth LLC
Georgia
$101K
CLOS
406
Compagnie Lombard Odier SCmA
Switzerland
$99K
CAPTRUST Financial Advisors
407
CAPTRUST Financial Advisors
North Carolina
$99K +$1.15K +59 +1%
TFS
408
TrustCore Financial Services
Tennessee
$97K +$93K +4,772 +4,419%
DCM
409
Dupont Capital Management
Delaware
$96K +$94.4K +4,842 New
SIM
410
Sonora Investment Management
Arizona
$94K
WT
411
Whittier Trust
California
$90K
DSC
412
Duncker Streett & Co
Missouri
$86K
LS
413
Livforsakringsbolaget Skandia
Sweden
$82K
SMFS
414
Squar Milner Financial Services
California
$79K +$57.9K +2,971 +297%
JIR
415
James Investment Research
Ohio
$75K -$228K -11,705 -76%
RCAG
416
Rehmann Capital Advisory Group
Michigan
$74.8K -$5.85K -300 -7%
CAM
417
CenterStar Asset Management
Illinois
$74K
M
418
MOTCO
Texas
$72K
PB
419
Pinnacle Bancorp
Nebraska
$71K
CAM
420
Close Asset Management
United Kingdom
$69K
SCM
421
Silvant Capital Management
Georgia
$67K
NIM
422
NuWave Investment Management
New Jersey
$66K -$213K -10,930 -77%
PCG
423
Private Capital Group
Connecticut
$64K +$18.8K +963 +45%
GWM
424
Geneos Wealth Management
Colorado
$63K +$7.86K +403 +14%
TAIM
425
TD Ameritrade Investment Management
Nebraska
$62K +$448 +23 +0.7%

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.