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Western Union

558 hedge funds and large institutions have $9.03B invested in Western Union in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 196 increasing their positions, 216 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $35.3M | Put options by funds: $18.6M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $9.36B → $9.03B (-$322M)

9% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 216

2.52% less ownership

Funds ownership: 105.47%102.95% (-2.5%)

3% less funds holding

Funds holding: 575558 (-17)

22% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 64

Holders
558
Holders Change
-17
Holders Change %
-2.96%
% of All Funds
11.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
50
Increased
196
Reduced
216
Closed
64
Calls
$35.3M
Puts
$18.6M
Net Calls
+$16.8M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$71.1M -$2.52M -111,000 -3%
IVA
27
International Value Advisers
$67.7M -$36.3M -1,598,413 -34%
Skandinaviska Enskilda Banken (SEB)
28
Skandinaviska Enskilda Banken (SEB)
Sweden
$64.1M +$13.1M +574,920 +24%
Goldman Sachs
29
Goldman Sachs
New York
$63.5M -$65.2M -2,873,139 -49%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$61.9M +$2.42M +106,371 +4%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$59.6M -$374K -16,488 -0.6%
Charles Schwab
32
Charles Schwab
California
$58.6M -$2.53M -111,223 -4%
AL
33
AJO LP
Pennsylvania
$51.8M +$24.1M +1,060,933 +78%
JP Morgan Chase
34
JP Morgan Chase
New York
$51.2M +$3.49M +153,628 +7%
MHI
35
Miller Howard Investments
New York
$47.2M -$1.24M -54,833 -2%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$44.4M +$707K +31,142 +2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$42.4M -$19.6M -865,035 -30%
PPA
38
Parametric Portfolio Associates
Washington
$38.5M -$6.97M -307,025 -15%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$38M +$7.65M +336,942 +23%
AQR Capital Management
40
AQR Capital Management
Connecticut
$36.5M +$13M +570,701 +50%
Deutsche Bank
41
Deutsche Bank
Germany
$36.2M -$210K -9,268 -0.5%
Axa
42
Axa
France
$32.4M -$82.4K -3,630 -0.2%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$31.4M -$14.2M -623,723 -30%
Morgan Stanley
44
Morgan Stanley
New York
$31.1M +$10.6M +464,777 +47%
CS
45
Credit Suisse
Switzerland
$30.8M -$8.77M -386,413 -21%
PI
46
PGGM Investments
Netherlands
$28.2M
N
47
Nuveen
North Carolina
$27.8M +$4.43M +195,019 +18%
American Century Companies
48
American Century Companies
Missouri
$27.6M -$13.3M -586,083 -31%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$26.7M +$3.18M +140,082 +13%
Bank of America
50
Bank of America
North Carolina
$26.3M +$2.48M +109,072 +10%

WU Hedge Fund Activity: Q3 2020 in Review

558 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2020, worth a combined $9.03B — down 3.4% from $9.36B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of WU and 50 opened new positions — a net loss of 14 holders — while 216 trimmed existing stakes and 196 added.

The largest buyer was Citadel Advisors, adding an estimated $114M. The largest seller was Bank of New York Mellon, cutting an estimated $71.9M.

  • 558 institutional investors held Western Union (WU) as of Q3 2020, down from 575 in Q2 2020.
  • Funds reported $9.03B of Western Union stock for Q3 2020, down 3.4% quarter-over-quarter.
  • 50 funds opened new Western Union positions in Q3 2020 and 64 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q3 2020 was Citadel Advisors, an estimated $114M added.
  • The largest Western Union seller in Q3 2020 was Bank of New York Mellon, an estimated $71.9M sold.

Based on aggregated 13F filings for Q3 2020.