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Western Union

600 hedge funds and large institutions have $12.6B invested in Western Union in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 193 increasing their positions, 219 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 31

47% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $29.8M

17% more capital invested

Capital invested by funds: $10.8B → $12.6B (+$1.82B)

10% more funds holding

Funds holding: 543600 (+57)

2.66% more ownership

Funds ownership: 109.91%112.57% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

12% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 219

Holders
600
Holders Change
+57
Holders Change %
+10.5%
% of All Funds
11.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
98
Increased
193
Reduced
219
Closed
31
Calls
$43.9M
Puts
$29.8M
Net Calls
+$14.1M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$83.4M +$4.61M +177,900 +6%
Skandinaviska Enskilda Banken (SEB)
27
Skandinaviska Enskilda Banken (SEB)
Sweden
$80.5M +$7.76M +299,130 +11%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$77.9M +$65.9M +2,539,891 +689%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$77.4M +$1.45M +55,888 +2%
Charles Schwab
30
Charles Schwab
California
$77.3M -$234K -9,028 -0.3%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$67.5M -$455K -17,549 -0.7%
N
32
Nuveen
North Carolina
$65.8M -$6.17M -238,071 -9%
PCM
33
Polaris Capital Management
Massachusetts
$59.5M +$1.08M +41,502 +2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$54.5M +$2.34M +90,162 +5%
PPA
35
Parametric Portfolio Associates
Washington
$53.3M -$264K -10,196 -0.5%
Axa
36
Axa
France
$50.3M -$5.27M -203,183 -10%
CS
37
Credit Suisse
Switzerland
$47.9M +$2.45M +94,345 +6%
Teacher Retirement System of Texas
38
Teacher Retirement System of Texas
Texas
$45.8M -$6.39M -246,277 -13%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$45.2M +$2.04M +78,600 +5%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$43.6M +$7.85M +302,603 +23%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$43.3M -$7.87M -303,625 -16%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$43.2M +$30.2M +1,164,074 +260%
WCM
43
Wedge Capital Management
North Carolina
$42.4M +$41M +1,582,800 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$42.2M +$475K +18,326 +1%
AI
45
Ariel Investments
Illinois
$42.1M +$252K +9,700 +0.6%
Wells Fargo
46
Wells Fargo
California
$41M -$67.8M -2,615,787 -63%
Bank of America
47
Bank of America
North Carolina
$40.8M +$4.03M +155,482 +11%
RJA
48
Raymond James & Associates
Florida
$40.4M -$5.64M -217,484 -13%
AIMCA
49
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$40.3M
AL
50
AJO LP
Pennsylvania
$36.8M -$28.3M -1,090,331 -44%

WU Hedge Fund Activity: Q4 2019 in Review

600 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2019, worth a combined $12.6B — up 17% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WU positions and 31 closed out — a net gain of 67 holders — while 193 added to existing stakes and 219 trimmed.

The largest buyer was BlackRock, adding an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $160M.

  • 600 institutional investors held Western Union (WU) as of Q4 2019, up from 543 in Q3 2019.
  • Funds reported $12.6B of Western Union stock for Q4 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Western Union positions in Q4 2019 and 31 closed out, a net change of +67 holders.
  • The largest Western Union buyer in Q4 2019 was BlackRock, an estimated $418M added.
  • The largest Western Union seller in Q4 2019 was Fidelity Investments, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2019.