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Western Union

553 hedge funds and large institutions have $7.58B invested in Western Union in 2018 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 145 increasing their positions, 242 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $5.81M

1% less funds holding

Funds holding: 557553 (-4)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

4.89% less ownership

Funds ownership: 106.03%101.14% (-4.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less capital invested

Capital invested by funds: $9.04B → $7.58B (-$1.45B)

40% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 242

Holders
553
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
12.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
73
Increased
145
Reduced
242
Closed
74
Calls
$10.2M
Puts
$5.81M
Net Calls
+$4.4M
Net Calls Change
-$271K
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
501
City Holding Co
West Virginia
$6K
FRA
502
Front Row Advisors
California
$6K
AWM
503
Aevitas Wealth Management
Massachusetts
$6K +$36 +2 +0.6%
PCM
504
Prelude Capital Management
New York
$6K +$5.98K +329 New
NSG
505
Nalls Sherbakoff Group
Tennessee
$6K +$6.36K +350 New
RFA
506
Reilly Financial Advisors
California
$5K -$58.2K -3,200 -92%
MCM
507
MV Capital Management
Maryland
$5K -$5.82K -320 -51%
TSW
508
Thompson Siegel & Walmsley
Virginia
$5K -$4.84K -266 -48%
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$5K
JFGIW
510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
SF
511
Synovus Financial
Georgia
$5K
CFA
512
Carroll Financial Associates
North Carolina
$5K +$73 +4 +1%
SFSIG
513
San Francisco Sentry Investment Group
California
$5K +$3.78K +208 +277%
CFA
514
Clarfeld Financial Advisors
New York
$5K +$5.44K +299 New
AAMU
515
Amundi Asset Management US
Massachusetts
$4.07K -$366K -20,156 -8%
Fidelity International
516
Fidelity International
Bermuda
$4K -$146K -8,049 -97%
BWA
517
BDO Wealth Advisors
Florida
$4K
BFEC
518
Benjamin F. Edwards & Company
Missouri
$4K
EARNEST Partners
519
EARNEST Partners
Georgia
$4K
WTB
520
Washington Trust Bank
Washington
$4K
CAW
521
Cornerstone Advisors (Washington)
Washington
$4K +$1.35K +74 +52%
FC
522
Ferris Capital
Massachusetts
$3K -$1.73K -95 -34%
AIM
523
Advantage Investment Management
Iowa
$3K
ME
524
McIlrath & Eck
Washington
$3K
OIA
525
Optimum Investment Advisors
Illinois
$3K

WU Hedge Fund Activity: Q4 2018 in Review

553 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2018, worth a combined $7.58B — down 16% from $9.04B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of WU and 73 opened new positions — a net loss of 1 holder — while 242 trimmed existing stakes and 145 added.

The largest buyer was BlackRock, adding an estimated $85.2M. The largest seller was Abrams Capital Management, cutting an estimated $195M.

  • 553 institutional investors held Western Union (WU) as of Q4 2018, down from 557 in Q3 2018.
  • Funds reported $7.58B of Western Union stock for Q4 2018, down 16% quarter-over-quarter.
  • 73 funds opened new Western Union positions in Q4 2018 and 74 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q4 2018 was BlackRock, an estimated $85.2M added.
  • The largest Western Union seller in Q4 2018 was Abrams Capital Management, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2018.