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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
RA
451
Rational Advisors
New York
$50K -$2.03M -93,902 -98%
PCG
452
Private Capital Group
Connecticut
$50K -$20.8K -963 -31%
TFS
453
TrustCore Financial Services
Tennessee
$49K -$59.8K -2,772 -57%
WTC
454
WhitTier Trust Company
Nevada
$48K
EIP
455
Ellis Investment Partners
Pennsylvania
$46K
IBOK
456
Independence Bank of Kentucky
Kentucky
$46K
MSFP
457
Mark Sheptoff Financial Planning
Connecticut
$46K
FBT
458
First Bank & Trust
South Dakota
$45K -$11.9K -550 -22%
VFA
459
Valeo Financial Advisors
Indiana
$43K
JWA
460
JFS Wealth Advisors
Pennsylvania
$39K -$21.6K -999 -37%
HFM
461
Harvest Fund Management
China
$39K +$36.5K +1,692 New
PO
462
Private Ocean
California
$37K
S
463
SignatureFD
Georgia
$33K +$2.55K +118 +9%
PRC
464
Pearl River Capital
Michigan
$32K +$30.2K +1,400 New
GLI
465
Guardian Life Insurance
New York
$29K -$151 -7 -0.6%
TFGT
466
TS Financial Group (TSFG)
Illinois
$28K
HNB
467
Huntington National Bank
Ohio
$27K
SCA
468
Stonebridge Capital Advisors
Minnesota
$27K
APA
469
American Portfolios Advisors
New York
$25K +$1.62K +75 +7%
FPS
470
Fieldpoint Private Securities
Connecticut
$25K +$23.1K +1,071 New
JFA
471
JNBA Financial Advisors
Minnesota
$24K -$2.16K -100 -9%
RTC
472
Riverview Trust Company
Washington
$24K
DAM
473
Delta Asset Management
Tennessee
$23K
SIAP
474
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K
TFA
475
Toth Financial Advisory
Virginia
$21K

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.