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Western Union

600 hedge funds and large institutions have $12.6B invested in Western Union in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 193 increasing their positions, 219 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 31

47% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $29.8M

17% more capital invested

Capital invested by funds: $10.8B → $12.6B (+$1.82B)

10% more funds holding

Funds holding: 543600 (+57)

2.66% more ownership

Funds ownership: 109.91%112.57% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

12% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 219

Holders
600
Holders Change
+57
Holders Change %
+10.5%
% of All Funds
11.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
98
Increased
193
Reduced
219
Closed
31
Calls
$43.9M
Puts
$29.8M
Net Calls
+$14.1M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
526
Pinnacle Financial Partners (Tennessee)
Tennessee
$26K +$25.4K +979 New
S
527
SignatureFD
Georgia
$25K -$12.9K -497 -35%
PFGIA
528
Patriot Financial Group Insurance Agency
Massachusetts
$25K
SIAP
529
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K
TFA
530
Toth Financial Advisory
Virginia
$24K
PFBT
531
Parkside Financial Bank & Trust
Missouri
$22K +$1.09K +42 +5%
OC
532
Oakworth Capital
Alabama
$21K
TPWA
533
TRUE Private Wealth Advisors
Oregon
$21K +$20.6K +793 New
WC
534
Whitnell & Co
Illinois
$19K
CCM
535
Covington Capital Management
California
$16K
BCA
536
Berman Capital Advisors
Georgia
$16K +$52 +2 +0.3%
ACM
537
AUA Capital Management
Pennsylvania
$15K
GAM
538
Gemmer Asset Management
California
$15K
AF
539
Allworth Financial
California
$15K +$78 +3 +0.5%
LC
540
Lindbrook Capital
California
$15K +$1.32K +51 +10%
MCM
541
MV Capital Management
Maryland
$15K +$4.67K +180 +49%
OPS
542
Orion Portfolio Solutions
Nebraska
$14K +$13.2K +509 New
ACA
543
Atlas Capital Advisors
Wyoming
$13.1K +$12.7K +491 New
RFM
544
Royal Fund Management
Florida
$13K +$104 +4 +0.8%
EFSCE
545
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$2.75K +106 +28%
Parallax Volatility Advisers
546
Parallax Volatility Advisers
California
$13K +$12.7K +490 New
FCA
547
FinTrust Capital Advisors
South Carolina
$12K
CAW
548
Cornerstone Advisors (Washington)
Washington
$12K +$3.16K +122 +37%
WAP
549
Wealthcare Advisory Partners
Pennsylvania
$11K +$52 +2 +0.5%
FCH
550
Freestone Capital Holdings
Washington
$10.7K -$1.48M -56,949 -12%

WU Hedge Fund Activity: Q4 2019 in Review

600 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2019, worth a combined $12.6B — up 17% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WU positions and 31 closed out — a net gain of 67 holders — while 193 added to existing stakes and 219 trimmed.

The largest buyer was BlackRock, adding an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $160M.

  • 600 institutional investors held Western Union (WU) as of Q4 2019, up from 543 in Q3 2019.
  • Funds reported $12.6B of Western Union stock for Q4 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Western Union positions in Q4 2019 and 31 closed out, a net change of +67 holders.
  • The largest Western Union buyer in Q4 2019 was BlackRock, an estimated $418M added.
  • The largest Western Union seller in Q4 2019 was Fidelity Investments, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2019.