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Western Union

600 hedge funds and large institutions have $12.6B invested in Western Union in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 193 increasing their positions, 219 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 31

47% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $29.8M

17% more capital invested

Capital invested by funds: $10.8B → $12.6B (+$1.82B)

10% more funds holding

Funds holding: 543600 (+57)

2.66% more ownership

Funds ownership: 109.91%112.57% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

12% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 219

Holders
600
Holders Change
+57
Holders Change %
+10.5%
% of All Funds
11.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
98
Increased
193
Reduced
219
Closed
31
Calls
$43.9M
Puts
$29.8M
Net Calls
+$14.1M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
426
Squar Milner Financial Services
California
$287K +$278K +10,717 New
ACP
427
Ashfield Capital Partners
California
$285K
CAS
428
Cascadia Advisory Services
Oregon
$283K +$274K +10,556 New
IIC
429
Integrated Investment Consultants
Michigan
$276K -$38.9K -1,500 -13%
BAM
430
Belpointe Asset Management
Nevada
$274K +$130K +4,996 +95%
QT
431
Quantbot Technologies
New York
$271K +$263K +10,155 New
CANY
432
Caxton Associates (New York)
New York
$270K +$261K +10,083 New
EH
433
Equitable Holdings
New York
$268K +$259K +10,000 New
BLAM
434
Bourne Lent Asset Management
New York
$267K
KRSITF
435
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$266K -$1.81K -70 -0.7%
MPI
436
Mairs & Power Inc
Minnesota
$265K -$137K -5,300 -35%
Pacer Advisors
437
Pacer Advisors
Pennsylvania
$259K -$949K -36,618 -79%
Impax Asset Management Group
438
Impax Asset Management Group
United Kingdom
$252K +$244K +9,408 New
BC
439
Burney Company
Virginia
$251K
CCM
440
Crabel Capital Management
California
$240K -$258K -9,939 -53%
Franklin Resources
441
Franklin Resources
California
$240K +$233K +8,980 New
CCA
442
Cobblestone Capital Advisors
New York
$231K -$50.4K -1,943 -18%
RIM
443
Rampart Investment Management
Connecticut
$231K -$19.4K -747 -8%
ECM
444
ExodusPoint Capital Management
New York
$231K +$223K +8,614 New
RMCM
445
Reynders McVeigh Capital Management
Massachusetts
$229K -$24.6K -950 -10%
PWW
446
Pettyjohn Wood & White
Virginia
$228K +$221K +8,512 New
CA
447
Cortland Associates
Missouri
$225K +$218K +8,400 New
CPO
448
Cerity Partners OCIO
New York
$224K -$916K -35,324 -81%
AP
449
Advisor Partners
California
$223K +$213K +8,222 New
WI
450
Wedgewood Investors
Pennsylvania
$220K +$213K +8,200 New

WU Hedge Fund Activity: Q4 2019 in Review

600 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2019, worth a combined $12.6B — up 17% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WU positions and 31 closed out — a net gain of 67 holders — while 193 added to existing stakes and 219 trimmed.

The largest buyer was BlackRock, adding an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $160M.

  • 600 institutional investors held Western Union (WU) as of Q4 2019, up from 543 in Q3 2019.
  • Funds reported $12.6B of Western Union stock for Q4 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Western Union positions in Q4 2019 and 31 closed out, a net change of +67 holders.
  • The largest Western Union buyer in Q4 2019 was BlackRock, an estimated $418M added.
  • The largest Western Union seller in Q4 2019 was Fidelity Investments, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2019.