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Western Union

543 hedge funds and large institutions have $10.8B invested in Western Union in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

33% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $36.6M

12% more capital invested

Capital invested by funds: $9.64B → $10.8B (+$1.14B)

3% more funds holding

Funds holding: 528543 (+15)

1.71% more ownership

Funds ownership: 108.2%109.91% (+1.7%)

15% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 206

Holders
543
Holders Change
+15
Holders Change %
+2.84%
% of All Funds
11.91%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
60
Increased
176
Reduced
206
Closed
44
Calls
$48.6M
Puts
$36.6M
Net Calls
+$12M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
426
CAPTRUST Financial Advisors
North Carolina
$115K
SIM
427
Sonora Investment Management
Arizona
$110K
PA
428
Parallel Advisors
California
$109K +$52.2K +2,418 +106%
WT
429
Whittier Trust
California
$108K +$2.44K +113 +2%
LS
430
Livforsakringsbolaget Skandia
Sweden
$96K
AIM
431
AIA Investment Management
Singapore
$94K +$87.1K +4,036 New
IA
432
IFP Advisors
Florida
$90K +$85.3K +3,949 New
RCAG
433
Rehmann Capital Advisory Group
Michigan
$87.2K +$43 +2 +0.1%
M
434
MOTCO
Texas
$83K
PB
435
Pinnacle Bancorp
Nebraska
$82K
CAM
436
Close Asset Management
United Kingdom
$81K
TAIM
437
TD Ameritrade Investment Management
Nebraska
$80K +$6.71K +311 +10%
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$77K +$10.3K +477 +17%
GWM
439
Geneos Wealth Management
Colorado
$74K +$432 +20 +0.6%
FMT
440
First Mercantile Trust
Tennessee
$71K +$3.09K +143 +5%
HPC
441
HM Payson & Co
Maine
$70K
SCM
442
Silvant Capital Management
Georgia
$64K -$13K -604 -18%
QCG
443
Quadrant Capital Group
Ohio
$64K +$1.73K +80 +3%
IRC
444
Investors Research Corp
Georgia
$63K
PMFA
445
Plante Moran Financial Advisors
Michigan
$63K +$194 +9 +0.3%
MCM
446
McMillion Capital Management
North Carolina
$57K
CG
447
Cutler Group
California
$56K +$2.63K +122 +5%
CIA
448
CSat Investment Advisory
Michigan
$54K -$6.54K -303 -12%
CTC
449
Central Trust Company
Missouri
$52K +$20.5K +950 +73%
HI
450
Human Investing
Oregon
$51K +$47.3K +2,189 New

WU Hedge Fund Activity: Q3 2019 in Review

543 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2019, worth a combined $10.8B — up 12% from $9.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new WU positions and 44 closed out — a net gain of 16 holders — while 176 added to existing stakes and 206 trimmed.

The largest buyer was APG Asset Management, adding an estimated $53.3M. The largest seller was Bank of New York Mellon, cutting an estimated $102M.

  • 543 institutional investors held Western Union (WU) as of Q3 2019, up from 528 in Q2 2019.
  • Funds reported $10.8B of Western Union stock for Q3 2019, up 12% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q3 2019 and 44 closed out, a net change of +16 holders.
  • The largest Western Union buyer in Q3 2019 was APG Asset Management, an estimated $53.3M added.
  • The largest Western Union seller in Q3 2019 was Bank of New York Mellon, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2019.