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Western Union

558 hedge funds and large institutions have $9.03B invested in Western Union in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 196 increasing their positions, 216 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $35.3M | Put options by funds: $18.6M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $9.36B → $9.03B (-$322M)

9% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 216

2.52% less ownership

Funds ownership: 105.47%102.95% (-2.5%)

3% less funds holding

Funds holding: 575558 (-17)

22% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 64

Holders
558
Holders Change
-17
Holders Change %
-2.96%
% of All Funds
11.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
50
Increased
196
Reduced
216
Closed
64
Calls
$35.3M
Puts
$18.6M
Net Calls
+$16.8M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
501
TRUE Private Wealth Advisors
Oregon
$13K
ACM
502
AUA Capital Management
Pennsylvania
$12K
CCM
503
Covington Capital Management
California
$12K
MCM
504
MV Capital Management
Maryland
$12K
ETC
505
Exchange Traded Concepts
Oklahoma
$11K -$477 -21 -4%
GAM
506
Gemmer Asset Management
California
$11K
NNP
507
Nachman Norwood & Parrott
South Carolina
$11K +$11.4K +500 New
PA
508
Parallel Advisors
California
$10K -$1.23K -54 -11%
BCA
509
Berman Capital Advisors
Georgia
$10K -$159 -7 -1%
FHC
510
First Horizon Corporation
Tennessee
$10K +$11.5K +507 New
RA
511
Rational Advisors
New York
$9K -$13.2K -582 -58%
ADL
512
Asset Dedication LLC
California
$8K
AWM
513
Avior Wealth Management
Nebraska
$8K
Fidelity International
514
Fidelity International
Bermuda
$8K
FWM
515
Focused Wealth Management
New York
$8K +$159 +7 +2%
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$7K
TFO
517
Tarbox Family Office
California
$7K
EFSCE
518
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$704 +31 +11%
CI
519
CX Institutional
Indiana
$7K +$1.57K +69 +29%
LAS
520
Lloyd Advisory Services
Georgia
$7K +$7.26K +320 New
JWM
521
Jeppson Wealth Management
California
$7K +$7.42K +327 New
CHC
522
City Holding Co
West Virginia
$6K
FMII
523
Farmers & Merchants Investments Inc
Nebraska
$6K
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
RFA
525
Reilly Financial Advisors
California
$6K

WU Hedge Fund Activity: Q3 2020 in Review

558 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2020, worth a combined $9.03B — down 3.4% from $9.36B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of WU and 50 opened new positions — a net loss of 14 holders — while 216 trimmed existing stakes and 196 added.

The largest buyer was Citadel Advisors, adding an estimated $114M. The largest seller was Bank of New York Mellon, cutting an estimated $71.9M.

  • 558 institutional investors held Western Union (WU) as of Q3 2020, down from 575 in Q2 2020.
  • Funds reported $9.03B of Western Union stock for Q3 2020, down 3.4% quarter-over-quarter.
  • 50 funds opened new Western Union positions in Q3 2020 and 64 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q3 2020 was Citadel Advisors, an estimated $114M added.
  • The largest Western Union seller in Q3 2020 was Bank of New York Mellon, an estimated $71.9M sold.

Based on aggregated 13F filings for Q3 2020.