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Western Union

549 hedge funds and large institutions have $8.31B invested in Western Union in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $7.58B → $8.31B (+$728M)

2.32% more ownership

Funds ownership: 101.14%103.46% (+2.3%)

2% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 62

1% less funds holding

Funds holding: 553549 (-4)

2% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $14.9M

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 202

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
549
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
63
Increased
186
Reduced
202
Closed
62
Calls
$14.5M
Puts
$14.9M
Net Calls
-$342K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
26
Wellington Management Group
Massachusetts
$51.5M +$771K +42,904 +2%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$50.9M -$32.3M -1,794,571 -39%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$49.6M +$2.64M +146,873 +6%
Goldman Sachs
29
Goldman Sachs
New York
$49.6M -$12M -665,396 -20%
WG
30
Winton Group
United Kingdom
$48M +$13.6M +754,053 +41%
SAM
31
Southernsun Asset Management
Tennessee
$47.1M -$6.46M -359,139 -12%
Deutsche Bank
32
Deutsche Bank
Germany
$44.4M +$16.7M +931,296 +63%
Axa
33
Axa
France
$43.9M +$2.71M +150,700 +7%
Wells Fargo
34
Wells Fargo
California
$43.5M +$7.55M +420,023 +22%
PI
35
PGGM Investments
Netherlands
$42.4M +$1.6M +89,161 +4%
AA
36
ALPS Advisors
Colorado
$38.6M -$1.07M -59,353 -3%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$38.6M +$37.6M +2,091,281 New
PCM
38
Polaris Capital Management
Massachusetts
$38M -$387K -21,500 -1%
SLAM
39
Swiss Life Asset Management
$37.4M +$29M +1,610,337 +386%
Two Sigma Investments
40
Two Sigma Investments
New York
$36.1M +$35.1M +1,953,031 New
Robeco Institutional Asset Management
41
Robeco Institutional Asset Management
Netherlands
$35.9M +$1.3M +72,371 +4%
AI
42
Ariel Investments
Illinois
$34.7M -$6.84M -380,573 -17%
PPA
43
Parametric Portfolio Associates
Washington
$33.7M -$2.81M -156,148 -8%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$33.5M +$6.99M +388,600 +27%
RJA
45
Raymond James & Associates
Florida
$33.4M +$3.05M +169,743 +10%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$33.3M -$7.96M -442,610 -20%
Swiss National Bank
47
Swiss National Bank
Switzerland
$33.1M +$6.05M +336,400 +23%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$31.3M -$441K -24,543 -1%
Bank of America
49
Bank of America
North Carolina
$30.2M +$6.12M +340,212 +26%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$28.7M -$1.88M -104,353 -6%

WU Hedge Fund Activity: Q1 2019 in Review

549 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2019, worth a combined $8.31B — up 9.6% from $7.58B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new WU positions and 62 closed out — a net gain of 1 holder — while 186 added to existing stakes and 202 trimmed.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $162M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $221M sold.

  • 549 institutional investors held Western Union (WU) as of Q1 2019, down from 553 in Q4 2018.
  • Funds reported $8.31B of Western Union stock for Q1 2019, up 9.6% quarter-over-quarter.
  • 63 funds opened new Western Union positions in Q1 2019 and 62 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q1 2019 was Independent Franchise Partners, an estimated $162M added.
  • The largest Western Union seller in Q1 2019 was Lyrical Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2019.