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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
AIA
451
Affinity Investment Advisors
California
$220K +$213K +8,210 New
SP
452
Symmetry Partners
Connecticut
$219K +$212K +8,178 New
AC
453
Addison Capital
Pennsylvania
$217K -$31.9K -1,231 -13%
PA
454
Profund Advisors
Maryland
$217K +$210K +8,113 New
WAM
455
Wakefield Asset Management
Colorado
$211K +$204K +7,873 New
WA
456
Wambolt & Associates
Colorado
$206K +$200K +7,701 New
FMLI
457
Fukoku Mutual Life Insurance
Japan
$205K +$23.3K +900 +13%
PA
458
Parallel Advisors
California
$204K +$75.7K +2,918 +62%
GG
459
Gofen & Glossberg
Illinois
$203K +$197K +7,588 New
CFB
460
Cullen/Frost Bankers
Texas
$200K +$51.5K +1,987 +36%
RA
461
Rational Advisors
New York
$197K +$135K +5,206 +241%
AIP
462
Ameritas Investment Partners
Nebraska
$191K
NICM
463
Neo Ivy Capital Management
New York
$191K +$185K +7,120 New
VNA
464
Valley National Advisers
Pennsylvania
$181K
DCM
465
Dupont Capital Management
Delaware
$170K -$160K -6,179 -49%
AIM
466
AIA Investment Management
Singapore
$163K +$52.7K +2,034 +50%
MERSOM
467
Municipal Employees' Retirement System of Michigan
Michigan
$159K
PCM
468
Prelude Capital Management
New York
$155K +$150K +5,794 New
SPIA
469
Steward Partners Investment Advisory
New York
$150K +$7.13K +275 +5%
HMS
470
Hanseatic Management Services
New Mexico
$140K +$136K +5,237 New
ONST
471
Old North State Trust
North Carolina
$139K -$3.32K -128 -2%
TL
472
TrueWealth LLC
Georgia
$136K
WT
473
Whittier Trust
California
$135K +$10.1K +388 +8%
Northwestern Mutual Wealth Management
474
Northwestern Mutual Wealth Management
Wisconsin
$134K +$78 +3 +0.1%
IA
475
IFP Advisors
Florida
$131K +$21.8K +839 +21%

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.