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Western Union
WU

543 hedge funds and large institutions have $10.8B invested in Western Union in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

33% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $36.6M

12% more capital invested

Capital invested by funds: $9.64B → $10.8B (+$1.14B)

3% more funds holding

Funds holding: 528 → 543 (+15)

1.71% more ownership

Funds ownership: 108.2% → 109.91% (+1.7%)

15% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 206

Holders
543
Holders Change
+15
Holders Change %
+2.84%
% of All Funds
11.91%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
60
Increased
176
Reduced
206
Closed
44
Calls
$48.6M
Puts
$36.6M
Net Calls
+$12M
Net Calls Change
+$53.7M

Top Buyers

Rank Fund Capital Flow
1
APG Asset Management
APG Asset Management
Netherlands
+$53.3M
2
AL
AJO LP
Pennsylvania
+$52.9M
3
Wells Fargo
Wells Fargo
California
+$47.7M
4
Renaissance Technologies
Renaissance Technologies
New York
+$34.3M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$30.7M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$102M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$64.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$45.5M
4
VanEck Associates
VanEck Associates
New York
-$31.1M
5
JAM
Jupiter Asset Management
United Kingdom
-$30.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
526
Clear Investment Research
Georgia
$3K – – –
VRM
527
Vectors Research Management
New York
$3K – – –
CI
528
CX Institutional
Indiana
$3K +$194 +9 +8%
KFS
529
Kelly Financial Services
Massachusetts
$2.32K – – –
AA
530
Advisory Alpha
Michigan
$2.22K +$2.05K +95 New
MFT
531
Moisand Fitzgerald Tamayo
Florida
$2K – – –
RA
532
Royce & Associates
New York
$2K – – –
TFO
533
Tarbox Family Office
California
$2K – – –
WAS
534
Winch Advisory Services
Wisconsin
$2K +$22 +1 +2%
PWMG
535
Prestige Wealth Management Group
New Jersey
$2K +$1.75K +81 New
MPWT
536
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.12K +98 New
FHA
537
Flagship Harbor Advisors
Massachusetts
$1K -$2.59K -120 -73%
NR
538
Newfound Research
Massachusetts
$1K +$65 +3 +5%
PWP
539
Personal Wealth Partners
Minnesota
$1K +$734 +34 New
GT
540
Glenmede Trust
Pennsylvania
$185 +$3.39K +157 +2%
Arrowstreet Capital
541
Arrowstreet Capital
Massachusetts
– -$45.5M -2,288,596 Closed
BA
542
Bridgewater Associates
Connecticut
– -$7.69M -386,498 Closed
QIM
543
Quantitative Investment Management
Virginia
– -$5.08M -255,263 Closed
TCM
544
Tuttle Capital Management
Connecticut
– -$4.15M -208,769 Closed
ICM
545
Intrepid Capital Management
Florida
– -$4.09M -205,891 Closed
EF
546
Empowered Funds
Pennsylvania
– -$2.12M -106,802 Closed
Franklin Resources
547
Franklin Resources
California
– -$1.82M -91,608 Closed
GEM
548
Global Endowment Management
North Carolina
– -$1.79M -90,200 Closed
Citadel Advisors
549
Citadel Advisors
Florida
– -$1.81M -83,890 Closed
BDS
550
Banco de Sabadell
Florida
– -$1.59M -79,833 Closed
20 21
22
23 24

WU Hedge Fund Activity: Q3 2019 in Review

543 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2019, worth a combined $10.8B — up 12% from $9.64B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new WU positions and 44 closed out — a net gain of 16 holders — while 176 added to existing stakes and 206 trimmed.

The largest buyer was APG Asset Management, adding an estimated $53.3M. The largest seller was Bank of New York Mellon, cutting an estimated $102M.

  • 543 institutional investors held Western Union (WU) as of Q3 2019, up from 528 in Q2 2019.
  • Funds reported $10.8B of Western Union stock for Q3 2019, up 12% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q3 2019 and 44 closed out, a net change of +16 holders.
  • The largest Western Union buyer in Q3 2019 was APG Asset Management, an estimated $53.3M added.
  • The largest Western Union seller in Q3 2019 was Bank of New York Mellon, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2019.