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Western Union

575 hedge funds and large institutions have $9.36B invested in Western Union in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 261 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $7.85B → $9.36B (+$1.51B)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.31% less ownership

Funds ownership: 105.78%105.47% (-0.31%)

1% less funds holding

Funds holding: 579575 (-4)

3% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 68

40% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 261

54% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $67.7M

Holders
575
Holders Change
-4
Holders Change %
-0.69%
% of All Funds
11.79%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
66
Increased
157
Reduced
261
Closed
68
Calls
$30.8M
Puts
$67.7M
Net Calls
-$36.8M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
401
Ifrah Financial Services
Arkansas
$256K -$480K -23,631 -67%
BCM
402
Brooktree Capital Management
Michigan
$255K -$39K -1,919 -14%
PCMC
403
Paragon Capital Management (Colorado)
Colorado
$255K
CG
404
Caprock Group
Idaho
$250K +$234K +11,550 New
MFS
405
Mirabella Financial Services
United Kingdom
$248K +$233K +11,480 New
GC
406
Grimes & Company
Massachusetts
$247K -$40.6K -2,000 -15%
HS
407
Haafor (Singapore)
Singapore
$247K +$232K +11,414 New
Impax Asset Management Group
408
Impax Asset Management Group
United Kingdom
$242K +$4.69K +231 +2%
LCM
409
LVM Capital Management
Michigan
$237K -$4.06K -200 -2%
HI
410
Horizon Investments
North Carolina
$231K -$1.36M -67,072 -86%
ACP
411
Ashfield Capital Partners
California
$230K
CIBC Private Wealth Group
412
CIBC Private Wealth Group
Georgia
$227K -$419K -20,628 -66%
WAM
413
Wakefield Asset Management
Colorado
$222K +$208K +10,257 New
SC
414
Sawyer & Company
Massachusetts
$221K -$133K -6,575 -39%
KRSITF
415
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$218K -$52.8K -2,603 -20%
LP
416
LMR Partners
United Kingdom
$217K -$132K -6,495 -39%
EH
417
Equitable Holdings
New York
$216K
CAG
418
Csenge Advisory Group
Florida
$216K +$202K +9,968 New
BLAM
419
Bourne Lent Asset Management
New York
$216K +$203K +9,988 New
BS
420
Banco Santander
Spain
$214K +$201K +9,904 New
SW
421
SVB Wealth
Massachusetts
$210K +$197K +9,699 New
CMO
422
Covenant Multifamily Offices
Texas
$210K +$197K +9,728 New
TIS
423
Tortoise Index Solutions
Kansas
$208K -$120K -5,916 -38%
NSAM
424
North Star Asset Management
Wisconsin
$208K +$195K +9,624 New
IRF
425
IBM Retirement Fund
New York
$207K -$9.93K -489 -5%

WU Hedge Fund Activity: Q2 2020 in Review

575 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2020, worth a combined $9.36B — up 19% from $7.85B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of WU and 66 opened new positions — a net loss of 2 holders — while 261 trimmed existing stakes and 157 added.

The largest buyer was Capital Research Global Investors, adding an estimated $282M. The largest seller was BlackRock, cutting an estimated $129M.

  • 575 institutional investors held Western Union (WU) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $9.36B of Western Union stock for Q2 2020, up 19% quarter-over-quarter.
  • 66 funds opened new Western Union positions in Q2 2020 and 68 closed out, a net change of -2 holders.
  • The largest Western Union buyer in Q2 2020 was Capital Research Global Investors, an estimated $282M added.
  • The largest Western Union seller in Q2 2020 was BlackRock, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2020.