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Western Union

575 hedge funds and large institutions have $9.36B invested in Western Union in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 261 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $7.85B → $9.36B (+$1.51B)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.31% less ownership

Funds ownership: 105.78%105.47% (-0.31%)

1% less funds holding

Funds holding: 579575 (-4)

3% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 68

40% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 261

54% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $67.7M

Holders
575
Holders Change
-4
Holders Change %
-0.69%
% of All Funds
11.79%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
66
Increased
157
Reduced
261
Closed
68
Calls
$30.8M
Puts
$67.7M
Net Calls
-$36.8M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
526
Meeder Asset Management
Ohio
$7K -$8.67K -427 -55%
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$7K
TFO
528
Tarbox Family Office
California
$7K +$4.55K +224 +236%
FWM
529
Focused Wealth Management
New York
$7K +$7.03K +346 New
FCH
530
Freestone Capital Holdings
Washington
$6.85K +$319K +15,718 +5%
CHC
531
City Holding Co
West Virginia
$6K
EWM
532
Edge Wealth Management
New York
$6K
FMII
533
Farmers & Merchants Investments Inc
Nebraska
$6K
JFGIW
534
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
RFA
535
Reilly Financial Advisors
California
$6K
FANJ
536
Financial Architects (New Jersey)
New Jersey
$6K +$81 +4 +2%
EFSCE
537
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$853 +42 +17%
BWM
538
BerganKDV Wealth Management
Minnesota
$5K -$203 -10 -5%
SLF
539
Sun Life Financial
Ontario, Canada
$5K -$20 -1 -0.4%
CFGS
540
Concourse Financial Group Securities
Alabama
$5K
EARNEST Partners
541
EARNEST Partners
Georgia
$5K
LWM
542
Liberty Wealth Management
California
$5K
CI
543
CX Institutional
Indiana
$5K +$1.46K +72 +44%
CFG
544
Citizens Financial Group
Rhode Island
$4K
FHA
545
First Horizon Advisors
Tennessee
$4K
JIR
546
James Investment Research
Ohio
$4K
ME
547
McIlrath & Eck
Washington
$4K
OIA
548
Optimum Investment Advisors
Illinois
$4K
WB
549
Webster Bank
Connecticut
$4K
BL
550
Balentine LLC
Georgia
$3K -$812 -40 -20%

WU Hedge Fund Activity: Q2 2020 in Review

575 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2020, worth a combined $9.36B — up 19% from $7.85B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of WU and 66 opened new positions — a net loss of 2 holders — while 261 trimmed existing stakes and 157 added.

The largest buyer was Capital Research Global Investors, adding an estimated $282M. The largest seller was BlackRock, cutting an estimated $129M.

  • 575 institutional investors held Western Union (WU) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $9.36B of Western Union stock for Q2 2020, up 19% quarter-over-quarter.
  • 66 funds opened new Western Union positions in Q2 2020 and 68 closed out, a net change of -2 holders.
  • The largest Western Union buyer in Q2 2020 was Capital Research Global Investors, an estimated $282M added.
  • The largest Western Union seller in Q2 2020 was BlackRock, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2020.