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Western Union

543 hedge funds and large institutions have $10.8B invested in Western Union in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

33% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $36.6M

12% more capital invested

Capital invested by funds: $9.64B → $10.8B (+$1.14B)

3% more funds holding

Funds holding: 528543 (+15)

1.71% more ownership

Funds ownership: 108.2%109.91% (+1.7%)

15% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 206

Holders
543
Holders Change
+15
Holders Change %
+2.84%
% of All Funds
11.91%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
60
Increased
176
Reduced
206
Closed
44
Calls
$48.6M
Puts
$36.6M
Net Calls
+$12M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
476
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$345 +16 +2%
OC
477
Oakworth Capital
Alabama
$19K
SSA
478
Schonfeld Strategic Advisors
New York
$19K +$17.5K +812 New
PFBT
479
Parkside Financial Bank & Trust
Missouri
$18K +$130 +6 +0.8%
NIM
480
NuWave Investment Management
New Jersey
$16K -$56.7K -2,627 -80%
WC
481
Whitnell & Co
Illinois
$16K
JFGIW
482
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K +$7.28K +337 +115%
BCA
483
Berman Capital Advisors
Georgia
$14K +$22 +1 +0.2%
FHA
484
First Horizon Advisors
Tennessee
$13K -$324 -15 -3%
ACM
485
AUA Capital Management
Pennsylvania
$13K
CCM
486
Covington Capital Management
California
$13K
GAM
487
Gemmer Asset Management
California
$13K
AF
488
Allworth Financial
California
$13K +$65 +3 +0.5%
AIC
489
Ameritas Investment Company
Nebraska
$13K +$11.2K +519 New
LC
490
Lindbrook Capital
California
$12K
AF
491
Advisornet Financial
Minnesota
$12K +$10.8K +500 New
FCA
492
FinTrust Capital Advisors
South Carolina
$11K -$10.8K -500 -52%
ZB
493
Zions Bancorporation
Utah
$11K
RFM
494
Royal Fund Management
Florida
$11K +$108 +5 +1%
FCH
495
Freestone Capital Holdings
Washington
$10.6K -$2.39M -110,603 -19%
ADL
496
Asset Dedication LLC
California
$9K
AWM
497
Avior Wealth Management
Nebraska
$9K
WAP
498
Wealthcare Advisory Partners
Pennsylvania
$9K +$43 +2 +0.5%
EFSCE
499
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$5.46K +253 +192%
NSIM
500
North Star Investment Management
Illinois
$9K +$8.64K +400 New

WU Hedge Fund Activity: Q3 2019 in Review

543 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2019, worth a combined $10.8B — up 12% from $9.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new WU positions and 44 closed out — a net gain of 16 holders — while 176 added to existing stakes and 206 trimmed.

The largest buyer was APG Asset Management, adding an estimated $53.3M. The largest seller was Bank of New York Mellon, cutting an estimated $102M.

  • 543 institutional investors held Western Union (WU) as of Q3 2019, up from 528 in Q2 2019.
  • Funds reported $10.8B of Western Union stock for Q3 2019, up 12% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q3 2019 and 44 closed out, a net change of +16 holders.
  • The largest Western Union buyer in Q3 2019 was APG Asset Management, an estimated $53.3M added.
  • The largest Western Union seller in Q3 2019 was Bank of New York Mellon, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2019.