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Western Union

528 hedge funds and large institutions have $9.64B invested in Western Union in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $8.31B → $9.64B (+$1.32B)

4.74% more ownership

Funds ownership: 103.46%108.2% (+4.7%)

4% less funds holding

Funds holding: 549528 (-21)

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

23% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 214

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

63% less call options, than puts

Call options by funds: $24.5M | Put options by funds: $66.3M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
11.47%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
49
Increased
165
Reduced
214
Closed
63
Calls
$24.5M
Puts
$66.3M
Net Calls
-$41.7M
Net Calls Change
-$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$58M +$497K +25,517 +0.9%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$53.5M +$38.8K +1,990 +0.1%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$51.8M -$3.6M -184,752 -7%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$51.7M -$3.1M -158,795 -6%
Swiss National Bank
30
Swiss National Bank
Switzerland
$47.1M +$11.3M +579,100 +32%
PI
31
PGGM Investments
Netherlands
$45.7M
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$45.5M -$20.9M -1,070,641 -32%
Axa
33
Axa
France
$45.1M -$2.12M -108,690 -5%
WG
34
Winton Group
United Kingdom
$44.2M -$7.26M -372,388 -14%
PCM
35
Polaris Capital Management
Massachusetts
$41M
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$38.7M +$4.97M +254,837 +15%
Wells Fargo
37
Wells Fargo
California
$38.5M -$8.15M -418,106 -18%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$38.2M -$525K -26,920 -1%
PPA
39
Parametric Portfolio Associates
Washington
$38M +$1.59M +81,498 +4%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$37.5M -$4.01M -205,587 -10%
AI
41
Ariel Investments
Illinois
$37.3M -$95.7K -4,911 -0.3%
SAM
42
Southernsun Asset Management
Tennessee
$37.2M -$13.2M -678,900 -27%
N
43
Nuveen
North Carolina
$36.5M +$35.6M +1,824,678 +17,454%
Deutsche Bank
44
Deutsche Bank
Germany
$36.2M -$11.4M -584,568 -24%
RJA
45
Raymond James & Associates
Florida
$36.1M +$133K +6,823 +0.4%
AA
46
ALPS Advisors
Colorado
$35.1M -$6.39M -327,659 -16%
JP Morgan Chase
47
JP Morgan Chase
New York
$35M +$5.56M +285,178 +19%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$31.8M -$4.23M -217,000 -12%
Barclays
49
Barclays
United Kingdom
$30.9M +$12.8M +658,484 +74%
SLAM
50
Swiss Life Asset Management
$29M -$11.1M -568,430 -28%

WU Hedge Fund Activity: Q2 2019 in Review

528 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2019, worth a combined $9.64B — up 16% from $8.31B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of WU and 49 opened new positions — a net loss of 14 holders — while 214 trimmed existing stakes and 165 added.

The largest buyer was Independent Franchise Partners, adding an estimated $304M. The largest seller was D.E. Shaw & Co, cutting an estimated $51.7M.

  • 528 institutional investors held Western Union (WU) as of Q2 2019, down from 549 in Q1 2019.
  • Funds reported $9.64B of Western Union stock for Q2 2019, up 16% quarter-over-quarter.
  • 49 funds opened new Western Union positions in Q2 2019 and 63 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q2 2019 was Independent Franchise Partners, an estimated $304M added.
  • The largest Western Union seller in Q2 2019 was D.E. Shaw & Co, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2019.