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Western Union

600 hedge funds and large institutions have $12.6B invested in Western Union in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 193 increasing their positions, 219 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 31

47% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $29.8M

17% more capital invested

Capital invested by funds: $10.8B → $12.6B (+$1.82B)

10% more funds holding

Funds holding: 543600 (+57)

2.66% more ownership

Funds ownership: 109.91%112.57% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

12% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 219

Holders
600
Holders Change
+57
Holders Change %
+10.5%
% of All Funds
11.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
98
Increased
193
Reduced
219
Closed
31
Calls
$43.9M
Puts
$29.8M
Net Calls
+$14.1M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
501
Plante Moran Financial Advisors
Michigan
$73K +$182 +7 +0.3%
IRC
502
Investors Research Corp
Georgia
$72K
MCM
503
McMillion Capital Management
North Carolina
$66K
CIA
504
CSat Investment Advisory
Michigan
$61K -$2K -77 -3%
HI
505
Human Investing
Oregon
$59K
TFS
506
TrustCore Financial Services
Tennessee
$56K
ANBT
507
American National Bank & Trust
Texas
$56K +$53.9K +2,080 New
IBOK
508
Independence Bank of Kentucky
Kentucky
$54K
MSFP
509
Mark Sheptoff Financial Planning
Connecticut
$54K
EIP
510
Ellis Investment Partners
Pennsylvania
$52K
VFA
511
Valeo Financial Advisors
Indiana
$50K
PA
512
Procyon Advisors
Connecticut
$48K +$46.7K +1,800 New
JWA
513
JFS Wealth Advisors
Pennsylvania
$45K
PO
514
Private Ocean
California
$42K
FBT
515
First Bank & Trust
South Dakota
$39K -$12.5K -482 -25%
GLI
516
Guardian Life Insurance
New York
$33K
FPS
517
Fieldpoint Private Securities
Connecticut
$33K +$4.56K +176 +16%
TFGT
518
TS Financial Group (TSFG)
Illinois
$32K
HNB
519
Huntington National Bank
Ohio
$31K
PCG
520
Private Capital Group
Connecticut
$29K -$27.5K -1,062 -49%
JFA
521
JNBA Financial Advisors
Minnesota
$29K +$1.92K +74 +7%
SCA
522
Stonebridge Capital Advisors
Minnesota
$27K -$3.89K -150 -13%
DAM
523
Delta Asset Management
Tennessee
$27K
RTC
524
Riverview Trust Company
Washington
$27K
FGAM
525
Financial Gravity Asset Management
Texas
$27K +$2.96K +114 New

WU Hedge Fund Activity: Q4 2019 in Review

600 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2019, worth a combined $12.6B — up 17% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WU positions and 31 closed out — a net gain of 67 holders — while 193 added to existing stakes and 219 trimmed.

The largest buyer was BlackRock, adding an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $160M.

  • 600 institutional investors held Western Union (WU) as of Q4 2019, up from 543 in Q3 2019.
  • Funds reported $12.6B of Western Union stock for Q4 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Western Union positions in Q4 2019 and 31 closed out, a net change of +67 holders.
  • The largest Western Union buyer in Q4 2019 was BlackRock, an estimated $418M added.
  • The largest Western Union seller in Q4 2019 was Fidelity Investments, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2019.