We are live on ! Find out more
WU icon

Western Union

549 hedge funds and large institutions have $8.31B invested in Western Union in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $7.58B → $8.31B (+$728M)

2.32% more ownership

Funds ownership: 101.14%103.46% (+2.3%)

2% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 62

1% less funds holding

Funds holding: 553549 (-4)

2% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $14.9M

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 202

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
549
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
63
Increased
186
Reduced
202
Closed
62
Calls
$14.5M
Puts
$14.9M
Net Calls
-$342K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
451
Huntington National Bank
Ohio
$27K -$25.7K -1,431 -50%
PI
452
PineBridge Investments
New York
$27K -$1.38K -77 -5%
WAM
453
Wealthspire Advisors (Maryland)
Maryland
$26K -$827 -46 -3%
ST
454
Somerset Trust
Pennsylvania
$26K +$24.8K +1,382 New
CTC
455
Central Trust Company
Missouri
$24K -$22.3K -1,238 -49%
FHA
456
First Horizon Advisors
Tennessee
$24K +$36 +2 +0.1%
GLI
457
Guardian Life Insurance
New York
$23K
RFM
458
Royal Fund Management
Florida
$22K +$180 +10 +0.8%
TFGT
459
TS Financial Group (TSFG)
Illinois
$22K +$21.6K +1,200 New
RA
460
Rational Advisors
New York
$21K -$34.2K -1,901 -63%
CFGS
461
Concourse Financial Group Securities
Alabama
$21K +$4.5K +250 +27%
Rockefeller Capital Management
462
Rockefeller Capital Management
New York
$21K +$8.97K +499 +80%
AW
463
Alpha Windward
Massachusetts
$20K
JFA
464
JNBA Financial Advisors
Minnesota
$19K
RTC
465
Riverview Trust Company
Washington
$19K
DAM
466
Delta Asset Management
Tennessee
$18K
SMFS
467
Squar Milner Financial Services
California
$18K
SIAP
468
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K
FCA
469
FinTrust Capital Advisors
South Carolina
$18K +$7.03K +391 +69%
PFPT
470
Pinnacle Financial Partners (Tennessee)
Tennessee
$18K +$17.6K +979 New
TFA
471
Toth Financial Advisory
Virginia
$17K -$4.5K -250 -22%
PFGIA
472
Patriot Financial Group Insurance Agency
Massachusetts
$17K
AQA
473
Alpha Quant Advisors
Texas
$16K -$17.9K -994 -52%
SMG
474
Spectrum Management Group
Indiana
$16K +$15.2K +846 New
APA
475
American Portfolios Advisors
New York
$15.8K +$5.29K +294 +53%

WU Hedge Fund Activity: Q1 2019 in Review

549 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2019, worth a combined $8.31B — up 9.6% from $7.58B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new WU positions and 62 closed out — a net gain of 1 holder — while 186 added to existing stakes and 202 trimmed.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $162M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $221M sold.

  • 549 institutional investors held Western Union (WU) as of Q1 2019, down from 553 in Q4 2018.
  • Funds reported $8.31B of Western Union stock for Q1 2019, up 9.6% quarter-over-quarter.
  • 63 funds opened new Western Union positions in Q1 2019 and 62 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q1 2019 was Independent Franchise Partners, an estimated $162M added.
  • The largest Western Union seller in Q1 2019 was Lyrical Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2019.