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Western Union

575 hedge funds and large institutions have $9.36B invested in Western Union in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 261 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $7.85B → $9.36B (+$1.51B)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.31% less ownership

Funds ownership: 105.78%105.47% (-0.31%)

1% less funds holding

Funds holding: 579575 (-4)

3% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 68

40% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 261

54% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $67.7M

Holders
575
Holders Change
-4
Holders Change %
-0.69%
% of All Funds
11.79%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
66
Increased
157
Reduced
261
Closed
68
Calls
$30.8M
Puts
$67.7M
Net Calls
-$36.8M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
451
Pinnacle Bancorp
Nebraska
$83K
M
452
MOTCO
Texas
$78K
SPIA
453
Steward Partners Investment Advisory
New York
$77K +$2.05K +101 +3%
TAIM
454
TD Ameritrade Investment Management
Nebraska
$76K +$7.15K +352 +11%
FMT
455
First Mercantile Trust
Tennessee
$75K -$4.24K -209 -6%
CAM
456
Close Asset Management
United Kingdom
$75K
SIM
457
Sonora Investment Management
Arizona
$75K
VNA
458
Valley National Advisers
Pennsylvania
$71K -$62.4K -3,073 -48%
TPCW
459
TD Private Client Wealth
New York
$67K -$16.9K -831 -21%
WTC
460
WhitTier Trust Company
Nevada
$66K -$4.73K -233 -7%
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$66K -$4.14K -204 -6%
CTC
462
Central Trust Company
Missouri
$65K -$80.2K -3,950 -57%
CIA
463
CSat Investment Advisory
Michigan
$64K +$10.1K +499 +20%
IFAM
464
Institutional & Family Asset Management
Colorado
$64K +$60.5K +2,981 New
QCG
465
Quadrant Capital Group
Ohio
$61K -$8.71K -429 -13%
PMFA
466
Plante Moran Financial Advisors
Michigan
$60K +$223 +11 +0.4%
SCM
467
Silvant Capital Management
Georgia
$59K
IRC
468
Investors Research Corp
Georgia
$58K
FMP
469
Financial Management Professionals
Texas
$57K +$53.7K +2,644 New
CAN
470
Cetera Advisor Networks
California
$55K +$51.7K +2,547 New
DSC
471
Duncker Streett & Co
Missouri
$54K -$36.5K -1,800 -42%
PWMG
472
Prestige Wealth Management Group
New Jersey
$54K +$25K +1,232 +96%
FA
473
Fortis Advisors
Pennsylvania
$53K +$50K +2,461 New
EI
474
Ellevest Inc
New York
$47K -$893 -44 -2%
TFS
475
TrustCore Financial Services
Tennessee
$46K

WU Hedge Fund Activity: Q2 2020 in Review

575 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2020, worth a combined $9.36B — up 19% from $7.85B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of WU and 66 opened new positions — a net loss of 2 holders — while 261 trimmed existing stakes and 157 added.

The largest buyer was Capital Research Global Investors, adding an estimated $282M. The largest seller was BlackRock, cutting an estimated $129M.

  • 575 institutional investors held Western Union (WU) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $9.36B of Western Union stock for Q2 2020, up 19% quarter-over-quarter.
  • 66 funds opened new Western Union positions in Q2 2020 and 68 closed out, a net change of -2 holders.
  • The largest Western Union buyer in Q2 2020 was Capital Research Global Investors, an estimated $282M added.
  • The largest Western Union seller in Q2 2020 was BlackRock, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2020.