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Western Union

543 hedge funds and large institutions have $10.8B invested in Western Union in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

33% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $36.6M

12% more capital invested

Capital invested by funds: $9.64B → $10.8B (+$1.14B)

3% more funds holding

Funds holding: 528543 (+15)

1.71% more ownership

Funds ownership: 108.2%109.91% (+1.7%)

15% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 206

Holders
543
Holders Change
+15
Holders Change %
+2.84%
% of All Funds
11.91%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
60
Increased
176
Reduced
206
Closed
44
Calls
$48.6M
Puts
$36.6M
Net Calls
+$12M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$67.1M -$496K -22,997 -0.8%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$65.7M +$4.99M +231,324 +9%
Skandinaviska Enskilda Banken (SEB)
28
Skandinaviska Enskilda Banken (SEB)
Sweden
$62.8M -$8M -370,622 -12%
N
29
Nuveen
North Carolina
$62.4M +$18.5M +859,007 +47%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$58.8M -$3.27M -151,583 -6%
WG
31
Winton Group
United Kingdom
$58.6M +$6.54M +302,778 +14%
AL
32
AJO LP
Pennsylvania
$57.1M +$52.9M +2,449,000 +16,561%
PI
33
PGGM Investments
Netherlands
$53.2M
PCM
34
Polaris Capital Management
Massachusetts
$50.5M +$2.6M +120,200 +6%
Robeco Institutional Asset Management
35
Robeco Institutional Asset Management
Netherlands
$48.3M +$3.6M +166,615 +9%
Axa
36
Axa
France
$48.2M -$4.04M -187,200 -8%
PPA
37
Parametric Portfolio Associates
Washington
$46.3M +$1.96M +90,640 +5%
Teacher Retirement System of Texas
38
Teacher Retirement System of Texas
Texas
$45.3M +$30.7M +1,423,384 +268%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$45M -$108K -4,990 -0.3%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$44.5M -$14.7M -682,830 -26%
Deutsche Bank
41
Deutsche Bank
Germany
$41.7M -$454K -21,012 -1%
RJA
42
Raymond James & Associates
Florida
$40M -$1.94M -90,033 -5%
CS
43
Credit Suisse
Switzerland
$39.3M +$9.37M +433,922 +34%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$37.3M +$237K +11,000 +0.7%
VanEck Associates
45
VanEck Associates
New York
$36.4M -$31.1M -1,439,812 -48%
AI
46
Ariel Investments
Illinois
$36.2M -$6.72M -311,180 -17%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$36.1M +$6.21M +287,800 +23%
AIMCA
48
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$34.9M +$22.2M +1,029,300 +216%
SEI Investments
49
SEI Investments
Pennsylvania
$34.8M +$4.69M +217,171 +17%
AA
50
ALPS Advisors
Colorado
$34.4M -$6.07M -281,358 -16%

WU Hedge Fund Activity: Q3 2019 in Review

543 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2019, worth a combined $10.8B — up 12% from $9.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new WU positions and 44 closed out — a net gain of 16 holders — while 176 added to existing stakes and 206 trimmed.

The largest buyer was APG Asset Management, adding an estimated $53.3M. The largest seller was Bank of New York Mellon, cutting an estimated $102M.

  • 543 institutional investors held Western Union (WU) as of Q3 2019, up from 528 in Q2 2019.
  • Funds reported $10.8B of Western Union stock for Q3 2019, up 12% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q3 2019 and 44 closed out, a net change of +16 holders.
  • The largest Western Union buyer in Q3 2019 was APG Asset Management, an estimated $53.3M added.
  • The largest Western Union seller in Q3 2019 was Bank of New York Mellon, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2019.