We are live on ! Find out more
WU icon

Western Union

528 hedge funds and large institutions have $9.64B invested in Western Union in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $8.31B → $9.64B (+$1.32B)

4.74% more ownership

Funds ownership: 103.46%108.2% (+4.7%)

4% less funds holding

Funds holding: 549528 (-21)

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

23% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 214

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

63% less call options, than puts

Call options by funds: $24.5M | Put options by funds: $66.3M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
11.47%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
49
Increased
165
Reduced
214
Closed
63
Calls
$24.5M
Puts
$66.3M
Net Calls
-$41.7M
Net Calls Change
-$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
501
Citizens Financial Group
Rhode Island
$4K -$1.91K -98 -33%
AIM
502
Advantage Investment Management
Iowa
$4K
EARNEST Partners
503
EARNEST Partners
Georgia
$4K
ME
504
McIlrath & Eck
Washington
$4K
OIA
505
Optimum Investment Advisors
Illinois
$4K
WB
506
Webster Bank
Connecticut
$4K
YWP
507
YorkBridge Wealth Partners
New York
$4K
VCM
508
Versant Capital Management
Arizona
$4K +$1.11K +57 +38%
HHAA
509
Henry H. Armstrong Associates
Pennsylvania
$3.11K -$39.9K -2,045 -1%
FHA
510
Flagship Harbor Advisors
Massachusetts
$3K
VRM
511
Vectors Research Management
New York
$3K
EFSCE
512
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$2.57K +132 New
SWA
513
Sutton Wealth Advisors
Florida
$2.63K
CIR
514
Clear Investment Research
Georgia
$2K
MFT
515
Moisand Fitzgerald Tamayo
Florida
$2K
TFO
516
Tarbox Family Office
California
$2K
CI
517
CX Institutional
Indiana
$2K +$331 +17 +18%
KFS
518
Kelly Financial Services
Massachusetts
$1.99K
JIM
519
Jupiter Investment Management
United Kingdom
$1K -$1.89M -97,179 -100%
OIA
520
OneDigital Investment Advisors
Kansas
$1K
WAS
521
Winch Advisory Services
Wisconsin
$1K +$19 +1 +2%
TFA
522
Transamerica Financial Advisors
Florida
$1K +$97 +5 New
NR
523
Newfound Research
Massachusetts
$1K +$273 +14 +33%
RA
524
Royce & Associates
New York
$1K +$1.29K +66 New
GT
525
Glenmede Trust
Pennsylvania
$155 -$6.24K -320 -4%

WU Hedge Fund Activity: Q2 2019 in Review

528 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2019, worth a combined $9.64B — up 16% from $8.31B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of WU and 49 opened new positions — a net loss of 14 holders — while 214 trimmed existing stakes and 165 added.

The largest buyer was Independent Franchise Partners, adding an estimated $304M. The largest seller was D.E. Shaw & Co, cutting an estimated $51.7M.

  • 528 institutional investors held Western Union (WU) as of Q2 2019, down from 549 in Q1 2019.
  • Funds reported $9.64B of Western Union stock for Q2 2019, up 16% quarter-over-quarter.
  • 49 funds opened new Western Union positions in Q2 2019 and 63 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q2 2019 was Independent Franchise Partners, an estimated $304M added.
  • The largest Western Union seller in Q2 2019 was D.E. Shaw & Co, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2019.