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Western Union

579 hedge funds and large institutions have $7.85B invested in Western Union in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 224 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $21.2M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 600579 (-21)

6.79% less ownership

Funds ownership: 112.57%105.78% (-6.8%)

13% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 224

17% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 83

38% less capital invested

Capital invested by funds: $12.6B → $7.85B (-$4.75B)

Holders
579
Holders Change
-21
Holders Change %
-3.5%
% of All Funds
12.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
69
Increased
196
Reduced
224
Closed
83
Calls
$27.3M
Puts
$21.2M
Net Calls
+$6.1M
Net Calls Change
-$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Skandinaviska Enskilda Banken (SEB)
26
Skandinaviska Enskilda Banken (SEB)
Sweden
$59.5M +$6.73M +274,611 +9%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$55.4M +$25.1M +1,022,888 +50%
Charles Schwab
28
Charles Schwab
California
$52.9M +$744K +30,344 +1%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$51.6M -$27.2M -1,109,011 -28%
JP Morgan Chase
30
JP Morgan Chase
New York
$46.9M +$39.5M +1,610,567 +165%
Victory Capital Management
31
Victory Capital Management
Texas
$40.5M +$21.6M +882,176 +65%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$40.1M -$7.51M -306,315 -12%
PPA
33
Parametric Portfolio Associates
Washington
$40M +$5.31M +216,514 +11%
JIM
34
Jupiter Investment Management
United Kingdom
$39.6M +$53.5M +2,183,653 New
Renaissance Technologies
35
Renaissance Technologies
New York
$38.5M -$24.5M -999,700 -32%
CS
36
Credit Suisse
Switzerland
$37.6M +$6.89M +281,000 +16%
American Century Companies
37
American Century Companies
Missouri
$34.3M +$15.2M +618,217 +49%
Wells Fargo
38
Wells Fargo
California
$32.7M +$6.72M +274,027 +18%
PCM
39
Polaris Capital Management
Massachusetts
$32.2M -$10.9M -444,100 -20%
AAMU
40
Amundi Asset Management US
Massachusetts
$29.3M +$39.4M +1,608,180 +37%
Deutsche Bank
41
Deutsche Bank
Germany
$29.2M -$46.2M -1,883,200 -54%
Axa
42
Axa
France
$28.9M -$6.88M -280,411 -15%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$27.3M -$1.72M -70,126 -4%
WCM
44
Wedge Capital Management
North Carolina
$26.3M -$3.27M -133,291 -8%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$26.1M +$34.9M +1,423,500 +10,241%
RJA
46
Raymond James & Associates
Florida
$25.5M -$2.51M -102,434 -7%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$24.6M -$6.69M -272,830 -17%
AllianceBernstein
48
AllianceBernstein
Tennessee
$24.4M +$349K +14,245 +1%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$24.1M -$7.06M -287,802 -18%
PI
50
PGGM Investments
Netherlands
$23.8M -$1.31M -53,469 -4%

WU Hedge Fund Activity: Q1 2020 in Review

579 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2020, worth a combined $7.85B — down 38% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of WU and 69 opened new positions — a net loss of 14 holders — while 224 trimmed existing stakes and 196 added.

The largest buyer was International Value Advisers, adding an estimated $103M. The largest seller was Capital Research Global Investors, cutting an estimated $286M.

  • 579 institutional investors held Western Union (WU) as of Q1 2020, down from 600 in Q4 2019.
  • Funds reported $7.85B of Western Union stock for Q1 2020, down 38% quarter-over-quarter.
  • 69 funds opened new Western Union positions in Q1 2020 and 83 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q1 2020 was International Value Advisers, an estimated $103M added.
  • The largest Western Union seller in Q1 2020 was Capital Research Global Investors, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2020.