We are live on ! Find out more
WU icon

Western Union

600 hedge funds and large institutions have $12.6B invested in Western Union in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 193 increasing their positions, 219 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 31

47% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $29.8M

17% more capital invested

Capital invested by funds: $10.8B → $12.6B (+$1.82B)

10% more funds holding

Funds holding: 543600 (+57)

2.66% more ownership

Funds ownership: 109.91%112.57% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

12% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 219

Holders
600
Holders Change
+57
Holders Change %
+10.5%
% of All Funds
11.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
98
Increased
193
Reduced
219
Closed
31
Calls
$43.9M
Puts
$29.8M
Net Calls
+$14.1M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
476
Harvest Fund Management
China
$119K +$70.2K +2,709 +160%
ST
477
Smithfield Trust
Pennsylvania
$118K +$114K +4,400 New
DSC
478
Duncker Streett & Co
Missouri
$115K +$111K +4,300 New
TRCT
479
Tower Research Capital (TRC)
New York
$113K -$404K -15,563 -79%
LS
480
Livforsakringsbolaget Skandia
Sweden
$111K
APA
481
American Portfolios Advisors
New York
$109K +$77.6K +2,993 +277%
PCM
482
Penserra Capital Management
California
$109K -$1.51M -58,376 -93%
GFPC
483
Global Financial Private Capital
Florida
$101K +$97.5K +3,760 New
Walleye Capital
484
Walleye Capital
New York
$101K +$98.3K +3,790 New
TPCW
485
TD Private Client Wealth
New York
$100K +$97.2K +3,748 New
TAIM
486
TD Ameritrade Investment Management
Nebraska
$97K +$4.46K +172 +5%
M
487
MOTCO
Texas
$96K
PB
488
Pinnacle Bancorp
Nebraska
$95K
RIA
489
Realta Investment Advisors
Delaware
$93K -$46.2K -1,780 -34%
CAM
490
Close Asset Management
United Kingdom
$93K
SIM
491
Sonora Investment Management
Arizona
$92K -$33.7K -1,300 -27%
FMT
492
First Mercantile Trust
Tennessee
$88K +$5.37K +207 +7%
TCWM
493
Total Clarity Wealth Management
Illinois
$88K +$85.6K +3,300 New
GWM
494
Geneos Wealth Management
Colorado
$85K -$2.44K -94 -3%
Fifth Third Bancorp
495
Fifth Third Bancorp
Ohio
$84K -$4.49K -173 -5%
PA
496
PSI Advisors
Florida
$82K +$79.6K +3,069 New
HPC
497
HM Payson & Co
Maine
$81K
QCG
498
Quadrant Capital Group
Ohio
$81K +$7.23K +279 +9%
WTC
499
WhitTier Trust Company
Nevada
$74K +$18.4K +710 +34%
SCM
500
Silvant Capital Management
Georgia
$73K

WU Hedge Fund Activity: Q4 2019 in Review

600 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2019, worth a combined $12.6B — up 17% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WU positions and 31 closed out — a net gain of 67 holders — while 193 added to existing stakes and 219 trimmed.

The largest buyer was BlackRock, adding an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $160M.

  • 600 institutional investors held Western Union (WU) as of Q4 2019, up from 543 in Q3 2019.
  • Funds reported $12.6B of Western Union stock for Q4 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Western Union positions in Q4 2019 and 31 closed out, a net change of +67 holders.
  • The largest Western Union buyer in Q4 2019 was BlackRock, an estimated $418M added.
  • The largest Western Union seller in Q4 2019 was Fidelity Investments, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2019.