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Western Union
WU

Overview Fund Activity

571 hedge funds and large institutions have $9.32B invested in Western Union in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 257 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
-4
Holders Change %
-0.7%
% of All Funds
11.74%
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
257
Closed
68
Calls
$30.8M
Puts
$67.7M
Net Calls
-$36.8M
Net Calls Change
-$42.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$674M
2
Citadel Advisors
2
Citadel Advisors
Florida
$192M
3
Invesco
3
Invesco
Georgia
$182M
4
Goldman Sachs
4
Goldman Sachs
New York
$126M
5
MHI
5
Miller Howard Investments
New York
$48.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.12B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$273M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.08B
4
PCM
4
Polaris Capital Management
Massachusetts
$0
5
JIM
5
Jupiter Investment Management
United Kingdom
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMT
451
First Mercantile Trust
Tennessee
$75K -$4.5K -209 -6%
SIM
452
Sonora Investment Management
Arizona
$75K – – –
CAM
453
Close Asset Management
United Kingdom
$75K – – –
VNA
454
Valley National Advisers
Pennsylvania
$71K -$66.5K -3,073 -48%
TPCW
455
TD Private Client Wealth
New York
$67K -$18K -831 -21%
WTC
456
WhitTier Trust Company
Nevada
$66K -$5.06K -233 -7%
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$66K -$4.43K -204 -6%
CTC
458
Central Trust Company
Missouri
$65K -$85.1K -3,950 -57%
CIA
459
CSat Investment Advisory
Michigan
$64K +$10.9K +499 +20%
IFAM
460
Institutional & Family Asset Management
Colorado
$64K +$64K +2,981 New
QCG
461
Quadrant Capital Group
Ohio
$61K -$9.3K -429 -13%
PMFA
462
Plante Moran Financial Advisors
Michigan
$60K +$239 +11 +0.4%
SCM
463
Silvant Capital Management
Georgia
$59K – – –
IRC
464
Investors Research Corp
Georgia
$58K – – –
FMP
465
Financial Management Professionals
Texas
$57K +$57K +2,644 New
CAN
466
Cetera Advisor Networks
California
$55K +$55K +2,547 New
DSC
467
Duncker Streett & Co
Missouri
$54K -$38.9K -1,800 -42%
PWMG
468
Prestige Wealth Management Group
New Jersey
$54K +$26.5K +1,232 +96%
FA
469
Fortis Advisors
Pennsylvania
$53K +$53K +2,461 New
EI
470
Ellevest Inc
New York
$47K -$946 -44 -2%
TFS
471
TrustCore Financial Services
Tennessee
$46K – – –
SFS
472
Sowell Financial Services
Arkansas
$43K -$30.5K -1,407 -42%
MSFP
473
Mark Sheptoff Financial Planning
Connecticut
$43K – – –
EIP
474
Ellis Investment Partners
Pennsylvania
$43K – – –
SSB
475
Sandy Spring Bank
Maryland
$40K +$40K +1,853 New
17 18
19
20 21