We are live on ! Find out more
WU icon

Western Union

579 hedge funds and large institutions have $7.85B invested in Western Union in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 224 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $21.2M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 600579 (-21)

6.79% less ownership

Funds ownership: 112.57%105.78% (-6.8%)

13% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 224

17% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 83

38% less capital invested

Capital invested by funds: $12.6B → $7.85B (-$4.75B)

Holders
579
Holders Change
-21
Holders Change %
-3.5%
% of All Funds
12.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
69
Increased
196
Reduced
224
Closed
83
Calls
$27.3M
Puts
$21.2M
Net Calls
+$6.1M
Net Calls Change
-$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
451
Livforsakringsbolaget Skandia
Sweden
$75K
FDCDDQ
452
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.4K -$1.53M -62,208 -94%
TPCW
453
TD Private Client Wealth
New York
$71.3K +$4.46K +182 +5%
PB
454
Pinnacle Bancorp
Nebraska
$70K +$7.38K +301 +8%
PA
455
Parallel Advisors
California
$68K -$94.1K -3,839 -50%
FMT
456
First Mercantile Trust
Tennessee
$67K +$9.88K +403 +12%
M
457
MOTCO
Texas
$65K
CAM
458
Close Asset Management
United Kingdom
$63K
SIM
459
Sonora Investment Management
Arizona
$63K
RIM
460
Rampart Investment Management
Connecticut
$62K -$127K -5,189 -60%
SPIA
461
Steward Partners Investment Advisory
New York
$62K -$52.9K -2,156 -38%
SFS
462
Sowell Financial Services
Arkansas
$61K -$467K -19,038 -85%
APA
463
American Portfolios Advisors
New York
$59.6K -$19.2K -782 -19%
Fifth Third Bancorp
464
Fifth Third Bancorp
Ohio
$59K +$2.45K +100 +3%
WTC
465
WhitTier Trust Company
Nevada
$59K +$12.2K +497 +18%
TAIM
466
TD Ameritrade Investment Management
Nebraska
$58K -$10.4K -423 -12%
QCG
467
Quadrant Capital Group
Ohio
$58K -$2.5K -102 -3%
SCM
468
Silvant Capital Management
Georgia
$50K
PMFA
469
Plante Moran Financial Advisors
Michigan
$50K +$172 +7 +0.3%
IRC
470
Investors Research Corp
Georgia
$49K
MCM
471
McMillion Capital Management
North Carolina
$44K
CIA
472
CSat Investment Advisory
Michigan
$44K +$4.68K +191 +8%
EI
473
Ellevest Inc
New York
$40K +$54.7K +2,230 New
TFS
474
TrustCore Financial Services
Tennessee
$38K
IBOK
475
Independence Bank of Kentucky
Kentucky
$36K

WU Hedge Fund Activity: Q1 2020 in Review

579 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2020, worth a combined $7.85B — down 38% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of WU and 69 opened new positions — a net loss of 14 holders — while 224 trimmed existing stakes and 196 added.

The largest buyer was International Value Advisers, adding an estimated $103M. The largest seller was Capital Research Global Investors, cutting an estimated $286M.

  • 579 institutional investors held Western Union (WU) as of Q1 2020, down from 600 in Q4 2019.
  • Funds reported $7.85B of Western Union stock for Q1 2020, down 38% quarter-over-quarter.
  • 69 funds opened new Western Union positions in Q1 2020 and 83 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q1 2020 was International Value Advisers, an estimated $103M added.
  • The largest Western Union seller in Q1 2020 was Capital Research Global Investors, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2020.