We are live on ! Find out more
WU icon

Western Union

543 hedge funds and large institutions have $10.8B invested in Western Union in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

33% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $36.6M

12% more capital invested

Capital invested by funds: $9.64B → $10.8B (+$1.14B)

3% more funds holding

Funds holding: 528543 (+15)

1.71% more ownership

Funds ownership: 108.2%109.91% (+1.7%)

15% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 206

Holders
543
Holders Change
+15
Holders Change %
+2.84%
% of All Funds
11.91%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
60
Increased
176
Reduced
206
Closed
44
Calls
$48.6M
Puts
$36.6M
Net Calls
+$12M
Net Calls Change
+$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
501
Cornerstone Advisors (Washington)
Washington
$8K -$2.05K -95 -23%
AAP
502
Arax Advisory Partners
Colorado
$8K
FRA
503
Front Row Advisors
California
$8K
MCM
504
MV Capital Management
Maryland
$8K
Fidelity International
505
Fidelity International
Bermuda
$8K +$669 +31 +10%
CFGS
506
Concourse Financial Group Securities
Alabama
$7K -$20K -926 -74%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$7K
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$7K
SF
509
Synovus Financial
Georgia
$7K
EW
510
Evoke Wealth
California
$6.23K +$5.81K +269 New
CHC
511
City Holding Co
West Virginia
$6K
GSWM
512
Golden State Wealth Management
California
$6K
LWM
513
Liberty Wealth Management
California
$6K
RFA
514
Reilly Financial Advisors
California
$6K
SFSIG
515
San Francisco Sentry Investment Group
California
$6K
FANJ
516
Financial Architects (New Jersey)
New Jersey
$6K +$43 +2 +0.8%
AIM
517
Advantage Investment Management
Iowa
$5K
CFG
518
Citizens Financial Group
Rhode Island
$5K
EARNEST Partners
519
EARNEST Partners
Georgia
$5K
OIA
520
Optimum Investment Advisors
Illinois
$5K
WB
521
Webster Bank
Connecticut
$5K
JIR
522
James Investment Research
Ohio
$4K -$77.6K -3,596 -95%
ME
523
McIlrath & Eck
Washington
$4K
SWA
524
Sutton Wealth Advisors
Florida
$3.06K
VCM
525
Versant Capital Management
Arizona
$3K -$1.49K -69 -33%

WU Hedge Fund Activity: Q3 2019 in Review

543 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2019, worth a combined $10.8B — up 12% from $9.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new WU positions and 44 closed out — a net gain of 16 holders — while 176 added to existing stakes and 206 trimmed.

The largest buyer was APG Asset Management, adding an estimated $53.3M. The largest seller was Bank of New York Mellon, cutting an estimated $102M.

  • 543 institutional investors held Western Union (WU) as of Q3 2019, up from 528 in Q2 2019.
  • Funds reported $10.8B of Western Union stock for Q3 2019, up 12% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q3 2019 and 44 closed out, a net change of +16 holders.
  • The largest Western Union buyer in Q3 2019 was APG Asset Management, an estimated $53.3M added.
  • The largest Western Union seller in Q3 2019 was Bank of New York Mellon, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2019.