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Western Union

558 hedge funds and large institutions have $9.03B invested in Western Union in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 196 increasing their positions, 216 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $35.3M | Put options by funds: $18.6M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $9.36B → $9.03B (-$322M)

9% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 216

2.52% less ownership

Funds ownership: 105.47%102.95% (-2.5%)

3% less funds holding

Funds holding: 575558 (-17)

22% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 64

Holders
558
Holders Change
-17
Holders Change %
-2.96%
% of All Funds
11.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
50
Increased
196
Reduced
216
Closed
64
Calls
$35.3M
Puts
$18.6M
Net Calls
+$16.8M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
526
Concourse Financial Group Securities
Alabama
$5K
EARNEST Partners
527
EARNEST Partners
Georgia
$5K
LWM
528
Liberty Wealth Management
California
$5K
BWM
529
BerganKDV Wealth Management
Minnesota
$4K
FHA
530
First Horizon Advisors
Tennessee
$4K
JIR
531
James Investment Research
Ohio
$4K
ME
532
McIlrath & Eck
Washington
$4K
OIA
533
Optimum Investment Advisors
Illinois
$4K
WB
534
Webster Bank
Connecticut
$4K
HIA
535
Harbor Investment Advisory
Maryland
$4K +$2.48K +109 +182%
FFA
536
Founders Financial Alliance
North Carolina
$4K +$4.75K +209 New
EW
537
Evoke Wealth
California
$3K
VRM
538
Vectors Research Management
New York
$3K
SWA
539
Sutton Wealth Advisors
Florida
$2.31K
KFS
540
Kelly Financial Services
Massachusetts
$2.14K
BHWM
541
Bay Harbor Wealth Management
Maryland
$2K -$159 -7 -8%
MFT
542
Moisand Fitzgerald Tamayo
Florida
$2K
PW
543
Price Wealth
Texas
$2K
SFSIG
544
San Francisco Sentry Investment Group
California
$2K
CFD
545
Creative Financial Designs
Indiana
$2K +$23 +1 +0.9%
PFWA
546
Paces Ferry Wealth Advisors
Georgia
$2K +$2.13K +94 New
AA
547
Advisory Alpha
Michigan
$2K +$2.16K +95 New
CWC
548
Carolinas Wealth Consulting
North Carolina
$1K
GWS
549
Glassman Wealth Services
Virginia
$1K
VCM
550
Versant Capital Management
Arizona
$1K

WU Hedge Fund Activity: Q3 2020 in Review

558 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2020, worth a combined $9.03B — down 3.4% from $9.36B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of WU and 50 opened new positions — a net loss of 14 holders — while 216 trimmed existing stakes and 196 added.

The largest buyer was Citadel Advisors, adding an estimated $114M. The largest seller was Bank of New York Mellon, cutting an estimated $71.9M.

  • 558 institutional investors held Western Union (WU) as of Q3 2020, down from 575 in Q2 2020.
  • Funds reported $9.03B of Western Union stock for Q3 2020, down 3.4% quarter-over-quarter.
  • 50 funds opened new Western Union positions in Q3 2020 and 64 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q3 2020 was Citadel Advisors, an estimated $114M added.
  • The largest Western Union seller in Q3 2020 was Bank of New York Mellon, an estimated $71.9M sold.

Based on aggregated 13F filings for Q3 2020.