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Western Union

553 hedge funds and large institutions have $7.58B invested in Western Union in 2018 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 145 increasing their positions, 242 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $5.81M

1% less funds holding

Funds holding: 557553 (-4)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

4.89% less ownership

Funds ownership: 106.03%101.14% (-4.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less capital invested

Capital invested by funds: $9.04B → $7.58B (-$1.45B)

40% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 242

Holders
553
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
12.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
73
Increased
145
Reduced
242
Closed
74
Calls
$10.2M
Puts
$5.81M
Net Calls
+$4.4M
Net Calls Change
-$271K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
451
PineBridge Investments
New York
$26K +$2.13K +117 +8%
WAM
452
Wealthspire Advisors (Maryland)
Maryland
$25K -$12.7K -701 -33%
WANY
453
Wealthspire Advisors (New York)
New York
$24K +$25.8K +1,418 New
QCG
454
Quadrant Capital Group
Ohio
$23K -$5.36K -295 -14%
FHA
455
First Horizon Advisors
Tennessee
$23K -$891 -49 -3%
KA
456
Kaizen Advisory
Illinois
$23K +$4.95K +272 +25%
GLI
457
Guardian Life Insurance
New York
$22K -$491 -27 -2%
IFAM
458
Institutional & Family Asset Management
Colorado
$22K
TFA
459
Toth Financial Advisory
Virginia
$20K
RFM
460
Royal Fund Management
Florida
$20K +$164 +9 +0.8%
GWS
461
Glassman Wealth Services
Virginia
$20K +$2.89K +159 +16%
AW
462
Alpha Windward
Massachusetts
$18K -$19.1K -1,051 -50%
JFA
463
JNBA Financial Advisors
Minnesota
$17K -$5K -275 -21%
DAM
464
Delta Asset Management
Tennessee
$17K
SMFS
465
Squar Milner Financial Services
California
$17K
RTC
466
Riverview Trust Company
Washington
$17K +$18.6K +1,025 New
SIAP
467
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K
PAMU
468
Pictet Asset Management (UK)
United Kingdom
$15.4K +$4.84M +265,955 +42%
CFGS
469
Concourse Financial Group Securities
Alabama
$15K -$200 -11 -1%
MA
470
MUFG Americas
New York
$15K
PFGIA
471
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$16.4K +900 New
OC
472
Oakworth Capital
Alabama
$14K
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$13K -$509 -28 -4%
MFW
474
Mosaic Family Wealth
Missouri
$13K
PFBT
475
Parkside Financial Bank & Trust
Missouri
$13K +$1.53K +84 +13%

WU Hedge Fund Activity: Q4 2018 in Review

553 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2018, worth a combined $7.58B — down 16% from $9.04B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of WU and 73 opened new positions — a net loss of 1 holder — while 242 trimmed existing stakes and 145 added.

The largest buyer was BlackRock, adding an estimated $85.2M. The largest seller was Abrams Capital Management, cutting an estimated $195M.

  • 553 institutional investors held Western Union (WU) as of Q4 2018, down from 557 in Q3 2018.
  • Funds reported $7.58B of Western Union stock for Q4 2018, down 16% quarter-over-quarter.
  • 73 funds opened new Western Union positions in Q4 2018 and 74 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q4 2018 was BlackRock, an estimated $85.2M added.
  • The largest Western Union seller in Q4 2018 was Abrams Capital Management, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2018.