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Western Union

549 hedge funds and large institutions have $8.31B invested in Western Union in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $7.58B → $8.31B (+$728M)

2.32% more ownership

Funds ownership: 101.14%103.46% (+2.3%)

2% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 62

1% less funds holding

Funds holding: 553549 (-4)

2% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $14.9M

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 202

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
549
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
63
Increased
186
Reduced
202
Closed
62
Calls
$14.5M
Puts
$14.9M
Net Calls
-$342K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
526
Flagship Harbor Advisors
Massachusetts
$3K +$2.16K +120 +267%
C
527
Cerebellum
California
$3K +$2.71K +151 New
SWA
528
Sutton Wealth Advisors
Florida
$2.44K
FC
529
Ferris Capital
Massachusetts
$2K -$1.31K -73 -40%
CIR
530
Clear Investment Research
Georgia
$2K
MFT
531
Moisand Fitzgerald Tamayo
Florida
$2K
SIS
532
Sound Income Strategies
Florida
$2K
TFO
533
Tarbox Family Office
California
$2K
VCM
534
Versant Capital Management
Arizona
$2K +$521 +29 +24%
CI
535
CX Institutional
Indiana
$2K +$1.74K +97 New
TFS
536
TrustCore Financial Services
Tennessee
$2K +$1.94K +108 New
KFS
537
Kelly Financial Services
Massachusetts
$1.85K +$1.8K +100 New
IA
538
IFP Advisors
Florida
$1K -$103K -5,748 -100%
AWM
539
Avior Wealth Management
Nebraska
$1K -$7.19K -400 -88%
BCA
540
Berman Capital Advisors
Georgia
$1K -$1.6K -89 -51%
OFW
541
Omnia Family Wealth
Florida
$1K
OIA
542
OneDigital Investment Advisors
Kansas
$1K
WAS
543
Winch Advisory Services
Wisconsin
$1K +$18 +1 +2%
NR
544
Newfound Research
Massachusetts
$1K +$270 +15 +56%
BWM
545
Baystate Wealth Management
Massachusetts
$1K +$899 +50 New
FGAM
546
Financial Gravity Asset Management
Texas
$1K +$1.15K +64 New
GT
547
Glenmede Trust
Pennsylvania
$151 -$1.28K -71 -0.9%
LAM
548
Lyrical Asset Management
New York
-$221M -12,975,188 Closed
ACM
549
Abrams Capital Management
Massachusetts
-$178M -10,434,763 Closed
SCP
550
Seizert Capital Partners
Michigan
-$24.2M -1,420,672 Closed

WU Hedge Fund Activity: Q1 2019 in Review

549 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2019, worth a combined $8.31B — up 9.6% from $7.58B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new WU positions and 62 closed out — a net gain of 1 holder — while 186 added to existing stakes and 202 trimmed.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $162M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $221M sold.

  • 549 institutional investors held Western Union (WU) as of Q1 2019, down from 553 in Q4 2018.
  • Funds reported $8.31B of Western Union stock for Q1 2019, up 9.6% quarter-over-quarter.
  • 63 funds opened new Western Union positions in Q1 2019 and 62 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q1 2019 was Independent Franchise Partners, an estimated $162M added.
  • The largest Western Union seller in Q1 2019 was Lyrical Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2019.