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Western Union

575 hedge funds and large institutions have $9.36B invested in Western Union in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 261 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $7.85B → $9.36B (+$1.51B)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.31% less ownership

Funds ownership: 105.78%105.47% (-0.31%)

1% less funds holding

Funds holding: 579575 (-4)

3% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 68

40% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 261

54% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $67.7M

Holders
575
Holders Change
-4
Holders Change %
-0.69%
% of All Funds
11.79%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
66
Increased
157
Reduced
261
Closed
68
Calls
$30.8M
Puts
$67.7M
Net Calls
-$36.8M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
501
American Portfolios Advisors
New York
$19.5K -$48.4K -2,386 -73%
S
502
SignatureFD
Georgia
$19K -$8.77K -432 -33%
TFA
503
Toth Financial Advisory
Virginia
$19K
FC
504
FORA Capital
Florida
$18K -$668K -32,899 -98%
OC
505
Oakworth Capital
Alabama
$18K
ABC
506
Associated Banc-Corp
Wisconsin
$15K
RDWM
507
Red Door Wealth Management
Tennessee
$15K +$81 +4 +0.6%
AF
508
Allworth Financial
California
$14K -$20.2K -996 -61%
TPWA
509
TRUE Private Wealth Advisors
Oregon
$14K
NICM
510
Neo Ivy Capital Management
New York
$13K -$417K -20,545 -97%
CAW
511
Cornerstone Advisors (Washington)
Washington
$13K -$3.21K -158 -21%
CCM
512
Covington Capital Management
California
$13K
LC
513
Lindbrook Capital
California
$13K +$61 +3 +0.5%
MCM
514
MV Capital Management
Maryland
$12K -$6.39K -315 -36%
ACM
515
AUA Capital Management
Pennsylvania
$12K
FRA
516
Front Row Advisors
California
$11K -$995 -49 -9%
GAM
517
Gemmer Asset Management
California
$11K -$609 -30 -6%
ETC
518
Exchange Traded Concepts
Oklahoma
$11K +$6.78K +334 +170%
PA
519
Parallel Advisors
California
$10K -$66.4K -3,272 -87%
BCA
520
Berman Capital Advisors
Georgia
$10K -$2.4K -118 -19%
FCA
521
FinTrust Capital Advisors
South Carolina
$10K
APC
522
Aspire Private Capital
North Carolina
$10K +$9.1K +448 +1,659%
ADL
523
Asset Dedication LLC
California
$8K
AWM
524
Avior Wealth Management
Nebraska
$8K
Fidelity International
525
Fidelity International
Bermuda
$8K +$1.69K +83 +30%

WU Hedge Fund Activity: Q2 2020 in Review

575 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2020, worth a combined $9.36B — up 19% from $7.85B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of WU and 66 opened new positions — a net loss of 2 holders — while 261 trimmed existing stakes and 157 added.

The largest buyer was Capital Research Global Investors, adding an estimated $282M. The largest seller was BlackRock, cutting an estimated $129M.

  • 575 institutional investors held Western Union (WU) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $9.36B of Western Union stock for Q2 2020, up 19% quarter-over-quarter.
  • 66 funds opened new Western Union positions in Q2 2020 and 68 closed out, a net change of -2 holders.
  • The largest Western Union buyer in Q2 2020 was Capital Research Global Investors, an estimated $282M added.
  • The largest Western Union seller in Q2 2020 was BlackRock, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2020.