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Western Union

549 hedge funds and large institutions have $8.31B invested in Western Union in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $7.58B → $8.31B (+$728M)

2.32% more ownership

Funds ownership: 101.14%103.46% (+2.3%)

2% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 62

1% less funds holding

Funds holding: 553549 (-4)

2% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $14.9M

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 202

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
549
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
63
Increased
186
Reduced
202
Closed
62
Calls
$14.5M
Puts
$14.9M
Net Calls
-$342K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
476
Anchor Capital Advisors
Massachusetts
$15.7K -$4.3M -239,296 -22%
OC
477
Oakworth Capital
Alabama
$15K
PFBT
478
Parkside Financial Bank & Trust
Missouri
$15K +$917 +51 +7%
S
479
SignatureFD
Georgia
$14K +$4.78K +266 +52%
CAM
480
Cresset Asset Management
Illinois
$14K +$6.09K +339 +80%
WC
481
Whitnell & Co
Illinois
$13K
MFW
482
Mosaic Family Wealth
Missouri
$12K -$1.21K -67 -9%
DSI
483
Daiwa SB Investments
Japan
$12K
ZB
484
Zions Bancorporation
Utah
$12K +$11.9K +663 New
SPL
485
Smart Portfolios LLC
Washington
$11K
ACM
486
AUA Capital Management
Pennsylvania
$10K
GAM
487
Gemmer Asset Management
California
$10K
AF
488
Allworth Financial
California
$10K +$72 +4 +0.7%
LC
489
Lindbrook Capital
California
$9K -$2.23K -124 -19%
NFG
490
Next Financial Group
Texas
$8K -$450 -25 -5%
NFH
491
NEXT Financial Holdings
Texas
$8K +$8.09K +450 New
Carson Wealth (CWM LLC)
492
Carson Wealth (CWM LLC)
Nebraska
$7K -$7.7K -428 -57%
AOWM
493
Alpha Omega Wealth Management
Virginia
$7K
ADL
494
Asset Dedication LLC
California
$7K
NSIM
495
North Star Investment Management
Illinois
$7K
WAP
496
Wealthcare Advisory Partners
Pennsylvania
$7K +$54 +3 +0.8%
MCM
497
MV Capital Management
Maryland
$7K +$881 +49 +16%
Walleye Trading
498
Walleye Trading
New York
$6K -$411K -22,860 -99%
FRA
499
Front Row Advisors
California
$6K -$126 -7 -2%
CHC
500
City Holding Co
West Virginia
$6K

WU Hedge Fund Activity: Q1 2019 in Review

549 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2019, worth a combined $8.31B — up 9.6% from $7.58B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new WU positions and 62 closed out — a net gain of 1 holder — while 186 added to existing stakes and 202 trimmed.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $162M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $221M sold.

  • 549 institutional investors held Western Union (WU) as of Q1 2019, down from 553 in Q4 2018.
  • Funds reported $8.31B of Western Union stock for Q1 2019, up 9.6% quarter-over-quarter.
  • 63 funds opened new Western Union positions in Q1 2019 and 62 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q1 2019 was Independent Franchise Partners, an estimated $162M added.
  • The largest Western Union seller in Q1 2019 was Lyrical Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2019.