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Western Union

579 hedge funds and large institutions have $7.85B invested in Western Union in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 224 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $21.2M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 600579 (-21)

6.79% less ownership

Funds ownership: 112.57%105.78% (-6.8%)

13% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 224

17% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 83

38% less capital invested

Capital invested by funds: $12.6B → $7.85B (-$4.75B)

Holders
579
Holders Change
-21
Holders Change %
-3.5%
% of All Funds
12.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
69
Increased
196
Reduced
224
Closed
83
Calls
$27.3M
Puts
$21.2M
Net Calls
+$6.1M
Net Calls Change
-$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
401
Jensen Investment Management
Oregon
$244K -$331K -13,500 -50%
GC
402
Grimes & Company
Massachusetts
$243K -$19.9K -810 -6%
CT
403
Coastline Trust
Rhode Island
$243K -$4.41K -180 -1%
EP
404
Eudaimonia Partners
Tennessee
$243K +$57.9K +2,363 +21%
RWM
405
Ritholtz Wealth Management
New York
$243K +$329K +13,398 New
AP
406
Advisor Partners
California
$240K +$123K +5,032 +61%
CIBC World Market
407
CIBC World Market
Ontario, Canada
$235K -$48.5K -1,979 -13%
BA
408
Bridgewater Associates
Connecticut
$231K +$313K +12,755 New
KRSITF
409
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$230K +$68.1K +2,778 +28%
AII
410
AGF Investments Inc
Ontario, Canada
$229K +$310K +12,625 New
IIC
411
Integrated Investment Consultants
Michigan
$228K +$56.4K +2,300 +22%
EWM
412
Empirical Wealth Management
Washington
$226K +$306K +12,485 New
IC
413
Intersect Capital
California
$224K +$302K +12,334 New
MC
414
Moors & Cabot
Massachusetts
$223K -$49K -1,999 -14%
Verition Fund Management
415
Verition Fund Management
Connecticut
$217K +$294K +11,976 New
CI
416
Cigna Investments
Connecticut
$215K +$17.2K +700 +6%
PCMC
417
Paragon Capital Management (Colorado)
Colorado
$214K
WTB
418
Washington Trust Bank
Washington
$206K +$279K +11,372 New
IB
419
Intrust Bank
Kansas
$204K
LCM
420
LVM Capital Management
Michigan
$203K -$28.2K -1,150 -9%
Pacer Advisors
421
Pacer Advisors
Pennsylvania
$201K +$10.1K +412 +4%
Impax Asset Management Group
422
Impax Asset Management Group
United Kingdom
$199K +$38.1K +1,553 +17%
ACP
423
Ashfield Capital Partners
California
$193K
TA
424
Tiedemann Advisors
New York
$190K +$257K +10,464 New
IRF
425
IBM Retirement Fund
New York
$183K +$247K +10,069 New

WU Hedge Fund Activity: Q1 2020 in Review

579 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2020, worth a combined $7.85B — down 38% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of WU and 69 opened new positions — a net loss of 14 holders — while 224 trimmed existing stakes and 196 added.

The largest buyer was International Value Advisers, adding an estimated $103M. The largest seller was Capital Research Global Investors, cutting an estimated $286M.

  • 579 institutional investors held Western Union (WU) as of Q1 2020, down from 600 in Q4 2019.
  • Funds reported $7.85B of Western Union stock for Q1 2020, down 38% quarter-over-quarter.
  • 69 funds opened new Western Union positions in Q1 2020 and 83 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q1 2020 was International Value Advisers, an estimated $103M added.
  • The largest Western Union seller in Q1 2020 was Capital Research Global Investors, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2020.