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Western Union

549 hedge funds and large institutions have $8.31B invested in Western Union in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $7.58B → $8.31B (+$728M)

2.32% more ownership

Funds ownership: 101.14%103.46% (+2.3%)

2% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 62

1% less funds holding

Funds holding: 553549 (-4)

2% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $14.9M

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 202

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
549
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
63
Increased
186
Reduced
202
Closed
62
Calls
$14.5M
Puts
$14.9M
Net Calls
-$342K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
501
San Francisco Sentry Investment Group
California
$6K
SF
502
Synovus Financial
Georgia
$6K
AWM
503
Aevitas Wealth Management
Massachusetts
$6K +$18 +1 +0.3%
CFA
504
Carroll Financial Associates
North Carolina
$6K +$180 +10 +3%
CAW
505
Cornerstone Advisors (Washington)
Washington
$6K +$2.32K +129 +60%
CFG
506
Citizens Financial Group
Rhode Island
$6K +$5.38K +299 New
FANJ
507
Financial Architects (New Jersey)
New Jersey
$5K -$246K -13,662 -98%
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$5K -$216 -12 -4%
BFEC
509
Benjamin F. Edwards & Company
Missouri
$5K
Fidelity International
510
Fidelity International
Bermuda
$5K
JFGIW
511
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
RFA
512
Reilly Financial Advisors
California
$5K
WTB
513
Washington Trust Bank
Washington
$5K
AIC
514
Ameritas Investment Company
Nebraska
$5K +$4.5K +250 New
GSWM
515
Golden State Wealth Management
California
$5K +$4.55K +253 New
LHC
516
Little House Capital
Massachusetts
$5K +$5.81K +323 New
LWM
517
Liberty Wealth Management
California
$4K -$3.81K -212 -46%
AIM
518
Advantage Investment Management
Iowa
$4K
BWA
519
BDO Wealth Advisors
Florida
$4K
EARNEST Partners
520
EARNEST Partners
Georgia
$4K
ME
521
McIlrath & Eck
Washington
$4K
OIA
522
Optimum Investment Advisors
Illinois
$4K
WB
523
Webster Bank
Connecticut
$4K
VRM
524
Vectors Research Management
New York
$3K
YWP
525
YorkBridge Wealth Partners
New York
$3K

WU Hedge Fund Activity: Q1 2019 in Review

549 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2019, worth a combined $8.31B — up 9.6% from $7.58B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new WU positions and 62 closed out — a net gain of 1 holder — while 186 added to existing stakes and 202 trimmed.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $162M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $221M sold.

  • 549 institutional investors held Western Union (WU) as of Q1 2019, down from 553 in Q4 2018.
  • Funds reported $8.31B of Western Union stock for Q1 2019, up 9.6% quarter-over-quarter.
  • 63 funds opened new Western Union positions in Q1 2019 and 62 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q1 2019 was Independent Franchise Partners, an estimated $162M added.
  • The largest Western Union seller in Q1 2019 was Lyrical Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2019.