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Western Union

558 hedge funds and large institutions have $9.03B invested in Western Union in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 196 increasing their positions, 216 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $35.3M | Put options by funds: $18.6M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $9.36B → $9.03B (-$322M)

9% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 216

2.52% less ownership

Funds ownership: 105.47%102.95% (-2.5%)

3% less funds holding

Funds holding: 575558 (-17)

22% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 64

Holders
558
Holders Change
-17
Holders Change %
-2.96%
% of All Funds
11.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
50
Increased
196
Reduced
216
Closed
64
Calls
$35.3M
Puts
$18.6M
Net Calls
+$16.8M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
451
Plante Moran Financial Advisors
Michigan
$63K +$3.63K +160 +6%
CTC
452
Central Trust Company
Missouri
$62K -$2.38K -105 -3%
FMT
453
First Mercantile Trust
Tennessee
$61K -$14.5K -640 -18%
PWMG
454
Prestige Wealth Management Group
New Jersey
$61K +$6.72K +296 +12%
C
455
Cerebellum
California
$61K +$65K +2,864 New
SCM
456
Silvant Capital Management
Georgia
$59K
IFAM
457
Institutional & Family Asset Management
Colorado
$58K -$6.58K -290 -10%
IRC
458
Investors Research Corp
Georgia
$58K
FMP
459
Financial Management Professionals
Texas
$57K
MIFH
460
Migdal Insurance & Financial Holdings
Israel
$56K +$58.6K +2,580 +6,143%
TPCW
461
TD Private Client Wealth
New York
$55.1K -$12K -530 -17%
TAIM
462
TD Ameritrade Investment Management
Nebraska
$55K -$22.2K -978 -28%
QCG
463
Quadrant Capital Group
Ohio
$53K -$8.17K -360 -13%
FA
464
Fortis Advisors
Pennsylvania
$50K -$3.25K -143 -6%
WTC
465
WhitTier Trust Company
Nevada
$49K -$16.8K -739 -24%
EI
466
Ellevest Inc
New York
$47K
TFS
467
TrustCore Financial Services
Tennessee
$45K
PI
468
PineBridge Investments
New York
$44K +$46.2K +2,033 New
MSFP
469
Mark Sheptoff Financial Planning
Connecticut
$43K
T
470
TOBAM
France
$43K +$45.5K +2,005 New
EIP
471
Ellis Investment Partners
Pennsylvania
$42K
APA
472
American Portfolios Advisors
New York
$35.4K +$17K +749 +83%
GCM
473
Gables Capital Management
Florida
$34K
VNA
474
Valley National Advisers
Pennsylvania
$33K -$39.2K -1,727 -53%
PO
475
Private Ocean
California
$33K

WU Hedge Fund Activity: Q3 2020 in Review

558 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2020, worth a combined $9.03B — down 3.4% from $9.36B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of WU and 50 opened new positions — a net loss of 14 holders — while 216 trimmed existing stakes and 196 added.

The largest buyer was Citadel Advisors, adding an estimated $114M. The largest seller was Bank of New York Mellon, cutting an estimated $71.9M.

  • 558 institutional investors held Western Union (WU) as of Q3 2020, down from 575 in Q2 2020.
  • Funds reported $9.03B of Western Union stock for Q3 2020, down 3.4% quarter-over-quarter.
  • 50 funds opened new Western Union positions in Q3 2020 and 64 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q3 2020 was Citadel Advisors, an estimated $114M added.
  • The largest Western Union seller in Q3 2020 was Bank of New York Mellon, an estimated $71.9M sold.

Based on aggregated 13F filings for Q3 2020.