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Western Union

579 hedge funds and large institutions have $7.85B invested in Western Union in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 224 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $21.2M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 600579 (-21)

6.79% less ownership

Funds ownership: 112.57%105.78% (-6.8%)

13% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 224

17% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 83

38% less capital invested

Capital invested by funds: $12.6B → $7.85B (-$4.75B)

Holders
579
Holders Change
-21
Holders Change %
-3.5%
% of All Funds
12.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
69
Increased
196
Reduced
224
Closed
83
Calls
$27.3M
Puts
$21.2M
Net Calls
+$6.1M
Net Calls Change
-$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
501
MV Capital Management
Maryland
$16K +$8.14K +332 +61%
PFBT
502
Parkside Financial Bank & Trust
Missouri
$15K -$74 -3 -0.4%
OC
503
Oakworth Capital
Alabama
$15K
MAM
504
Meeder Asset Management
Ohio
$14K -$1.01M -41,165 -98%
CAW
505
Cornerstone Advisors (Washington)
Washington
$14K +$7.31K +298 +66%
ABC
506
Associated Banc-Corp
Wisconsin
$13K +$17.2K +700 New
RDWM
507
Red Door Wealth Management
Tennessee
$12K +$17.3K +705 New
TPWA
508
TRUE Private Wealth Advisors
Oregon
$11K -$3.51K -143 -18%
BCA
509
Berman Capital Advisors
Georgia
$11K
CCM
510
Covington Capital Management
California
$11K
LC
511
Lindbrook Capital
California
$11K +$123 +5 +0.9%
FRA
512
Front Row Advisors
California
$11K +$4.78K +195 +53%
GAM
513
Gemmer Asset Management
California
$10K -$613 -25 -4%
ACM
514
AUA Capital Management
Pennsylvania
$10K
CFFP
515
Center for Financial Planning
Michigan
$10K +$13.3K +542 New
MWM
516
MBE Wealth Management
Wisconsin
$10K +$14.7K +600 New
SF
517
Synovus Financial
Georgia
$9K +$12.5K +511 New
FCA
518
FinTrust Capital Advisors
South Carolina
$8K
Parallax Volatility Advisers
519
Parallax Volatility Advisers
California
$7K -$2.08K -85 -17%
ADL
520
Asset Dedication LLC
California
$7K
AWM
521
Avior Wealth Management
Nebraska
$7K
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$7K
WAP
523
Wealthcare Advisory Partners
Pennsylvania
$7K +$74 +3 +0.7%
CHC
524
City Holding Co
West Virginia
$6K
EWM
525
Edge Wealth Management
New York
$6K

WU Hedge Fund Activity: Q1 2020 in Review

579 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2020, worth a combined $7.85B — down 38% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of WU and 69 opened new positions — a net loss of 14 holders — while 224 trimmed existing stakes and 196 added.

The largest buyer was International Value Advisers, adding an estimated $103M. The largest seller was Capital Research Global Investors, cutting an estimated $286M.

  • 579 institutional investors held Western Union (WU) as of Q1 2020, down from 600 in Q4 2019.
  • Funds reported $7.85B of Western Union stock for Q1 2020, down 38% quarter-over-quarter.
  • 69 funds opened new Western Union positions in Q1 2020 and 83 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q1 2020 was International Value Advisers, an estimated $103M added.
  • The largest Western Union seller in Q1 2020 was Capital Research Global Investors, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2020.