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Western Union

579 hedge funds and large institutions have $7.85B invested in Western Union in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 224 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $21.2M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 600579 (-21)

6.79% less ownership

Funds ownership: 112.57%105.78% (-6.8%)

13% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 224

17% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 83

38% less capital invested

Capital invested by funds: $12.6B → $7.85B (-$4.75B)

Holders
579
Holders Change
-21
Holders Change %
-3.5%
% of All Funds
12.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
69
Increased
196
Reduced
224
Closed
83
Calls
$27.3M
Puts
$21.2M
Net Calls
+$6.1M
Net Calls Change
-$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
476
Mark Sheptoff Financial Planning
Connecticut
$36K
EIP
477
Ellis Investment Partners
Pennsylvania
$35K
PCM
478
Prelude Capital Management
New York
$34K -$96.5K -3,936 -68%
PA
479
Procyon Advisors
Connecticut
$33K
OPS
480
Orion Portfolio Solutions
Nebraska
$31K +$29.5K +1,202 +236%
AF
481
Allworth Financial
California
$30K +$26.8K +1,094 +198%
GWM
482
Geneos Wealth Management
Colorado
$29K -$40.3K -1,645 -52%
GCM
483
Gables Capital Management
Florida
$29K +$39.5K +1,609 New
PO
484
Private Ocean
California
$28K
FBT
485
First Bank & Trust
South Dakota
$26K
S
486
SignatureFD
Georgia
$24K +$9.96K +406 +44%
ZB
487
Zions Bancorporation
Utah
$23K +$21.7K +883 +232%
PWMG
488
Prestige Wealth Management Group
New Jersey
$23K +$29.3K +1,196 +1,477%
TFGT
489
TS Financial Group (TSFG)
Illinois
$22K
FAM
490
Fred Alger Management
New York
$22K +$30.2K +1,232 New
ACA
491
Atlas Capital Advisors
Wyoming
$22K +$17.7K +721 +147%
VFA
492
Valeo Financial Advisors
Indiana
$21K -$19.6K -800 -43%
HNB
493
Huntington National Bank
Ohio
$21K
JFA
494
JNBA Financial Advisors
Minnesota
$20K
RTC
495
Riverview Trust Company
Washington
$19K
PCG
496
Private Capital Group
Connecticut
$18K -$2.06K -84 -8%
DAM
497
Delta Asset Management
Tennessee
$18K
SCA
498
Stonebridge Capital Advisors
Minnesota
$18K
SIAP
499
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K
TFA
500
Toth Financial Advisory
Virginia
$16K

WU Hedge Fund Activity: Q1 2020 in Review

579 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2020, worth a combined $7.85B — down 38% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of WU and 69 opened new positions — a net loss of 14 holders — while 224 trimmed existing stakes and 196 added.

The largest buyer was International Value Advisers, adding an estimated $103M. The largest seller was Capital Research Global Investors, cutting an estimated $286M.

  • 579 institutional investors held Western Union (WU) as of Q1 2020, down from 600 in Q4 2019.
  • Funds reported $7.85B of Western Union stock for Q1 2020, down 38% quarter-over-quarter.
  • 69 funds opened new Western Union positions in Q1 2020 and 83 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q1 2020 was International Value Advisers, an estimated $103M added.
  • The largest Western Union seller in Q1 2020 was Capital Research Global Investors, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2020.