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Western Union

553 hedge funds and large institutions have $7.58B invested in Western Union in 2018 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 145 increasing their positions, 242 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $5.81M

1% less funds holding

Funds holding: 557553 (-4)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

4.89% less ownership

Funds ownership: 106.03%101.14% (-4.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less capital invested

Capital invested by funds: $9.04B → $7.58B (-$1.45B)

40% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 242

Holders
553
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
12.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
73
Increased
145
Reduced
242
Closed
74
Calls
$10.2M
Puts
$5.81M
Net Calls
+$4.4M
Net Calls Change
-$271K
Name Holding Trade Value Shares
Change
Change in
Stake
WB
526
Webster Bank
Connecticut
$3K
YWP
527
YorkBridge Wealth Partners
New York
$3K
DWM
528
Doyle Wealth Management
Florida
$3K +$3.64K +200 New
SWA
529
Sutton Wealth Advisors
Florida
$2.25K
TCOV
530
Trust Company of Vermont
Vermont
$2K -$5.67K -312 -70%
TFO
531
Tarbox Family Office
California
$2K -$1.62K -89 -49%
CIR
532
Clear Investment Research
Georgia
$2K
MFT
533
Moisand Fitzgerald Tamayo
Florida
$2K
VCM
534
Versant Capital Management
Arizona
$2K
RCG
535
Ruggie Capital Group
Florida
$2K +$1.82K +100 New
VRM
536
Vectors Research Management
New York
$2K +$2.53K +139 New
BCA
537
Berman Capital Advisors
Georgia
$2K +$3.2K +176 New
PCP
538
Proficio Capital Partners
Massachusetts
$1K -$5.27K -290 -82%
EFSCE
539
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$655 -36 -37%
AIM
540
Arcadia Investment Management
Michigan
$1K
OFW
541
Omnia Family Wealth
Florida
$1K
OIA
542
OneDigital Investment Advisors
Kansas
$1K
SIS
543
Sound Income Strategies
Florida
$1K
TFA
544
Transamerica Financial Advisors
Florida
$1K
WAS
545
Winch Advisory Services
Wisconsin
$1K
CCM
546
Copeland Capital Management
Pennsylvania
$1K +$1.44K +79 New
MOS
547
MGO One Seven
Ohio
$1K +$1.66K +91 New
GT
548
Glenmede Trust
Pennsylvania
$141 -$2.44K -134 -2%
Capital World Investors
549
Capital World Investors
California
-$174M -9,150,165 Closed
Boston Partners
550
Boston Partners
Massachusetts
-$87.2M -4,573,368 Closed

WU Hedge Fund Activity: Q4 2018 in Review

553 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2018, worth a combined $7.58B — down 16% from $9.04B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of WU and 73 opened new positions — a net loss of 1 holder — while 242 trimmed existing stakes and 145 added.

The largest buyer was BlackRock, adding an estimated $85.2M. The largest seller was Abrams Capital Management, cutting an estimated $195M.

  • 553 institutional investors held Western Union (WU) as of Q4 2018, down from 557 in Q3 2018.
  • Funds reported $7.58B of Western Union stock for Q4 2018, down 16% quarter-over-quarter.
  • 73 funds opened new Western Union positions in Q4 2018 and 74 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q4 2018 was BlackRock, an estimated $85.2M added.
  • The largest Western Union seller in Q4 2018 was Abrams Capital Management, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2018.