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Western Union

528 hedge funds and large institutions have $9.64B invested in Western Union in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $8.31B → $9.64B (+$1.32B)

4.74% more ownership

Funds ownership: 103.46%108.2% (+4.7%)

4% less funds holding

Funds holding: 549528 (-21)

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

23% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 214

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

63% less call options, than puts

Call options by funds: $24.5M | Put options by funds: $66.3M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
11.47%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
49
Increased
165
Reduced
214
Closed
63
Calls
$24.5M
Puts
$66.3M
Net Calls
-$41.7M
Net Calls Change
-$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
476
Zions Bancorporation
Utah
$10K -$3.59K -184 -28%
LC
477
Lindbrook Capital
California
$10K
AOWM
478
Alpha Omega Wealth Management
Virginia
$8K
ADL
479
Asset Dedication LLC
California
$8K
WAP
480
Wealthcare Advisory Partners
Pennsylvania
$8K +$58 +3 +0.8%
CAW
481
Cornerstone Advisors (Washington)
Washington
$8K +$1.52K +78 +23%
AWM
482
Avior Wealth Management
Nebraska
$8K +$6.72K +345 +627%
DWM
483
Doyle Wealth Management
Florida
$8K +$7.45K +382 New
Carson Wealth (CWM LLC)
484
Carson Wealth (CWM LLC)
Nebraska
$7K
FRA
485
Front Row Advisors
California
$7K
MCM
486
MV Capital Management
Maryland
$7K +$78 +4 +1%
AAP
487
Arax Advisory Partners
Colorado
$7K +$6.8K +349 New
CHC
488
City Holding Co
West Virginia
$6K
JFGIW
489
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
SFSIG
490
San Francisco Sentry Investment Group
California
$6K
SF
491
Synovus Financial
Georgia
$6K
FMII
492
Farmers & Merchants Investments Inc
Nebraska
$6K +$117 +6 +2%
Fidelity International
493
Fidelity International
Bermuda
$6K +$1.01K +52 +21%
BFEC
494
Benjamin F. Edwards & Company
Missouri
$5K
GSWM
495
Golden State Wealth Management
California
$5K
LWM
496
Liberty Wealth Management
California
$5K
RFA
497
Reilly Financial Advisors
California
$5K
FANJ
498
Financial Architects (New Jersey)
New Jersey
$5K +$58 +3 +1%
Parallax Volatility Advisers
499
Parallax Volatility Advisers
California
$5K +$4.97K +255 New
TRCT
500
Tower Research Capital (TRC)
New York
$4K -$354K -18,152 -99%

WU Hedge Fund Activity: Q2 2019 in Review

528 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2019, worth a combined $9.64B — up 16% from $8.31B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of WU and 49 opened new positions — a net loss of 14 holders — while 214 trimmed existing stakes and 165 added.

The largest buyer was Independent Franchise Partners, adding an estimated $304M. The largest seller was D.E. Shaw & Co, cutting an estimated $51.7M.

  • 528 institutional investors held Western Union (WU) as of Q2 2019, down from 549 in Q1 2019.
  • Funds reported $9.64B of Western Union stock for Q2 2019, up 16% quarter-over-quarter.
  • 49 funds opened new Western Union positions in Q2 2019 and 63 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q2 2019 was Independent Franchise Partners, an estimated $304M added.
  • The largest Western Union seller in Q2 2019 was D.E. Shaw & Co, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2019.