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Western Union
WU

Overview Fund Activity

554 hedge funds and large institutions have $9B invested in Western Union in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 196 increasing their positions, 212 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
-17
Holders Change %
-2.98%
% of All Funds
11.21%
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
212
Closed
64
Calls
$35.3M
Puts
$18.6M
Net Calls
+$16.8M
Net Calls Change
+$53.6M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$299M
2
PP
2
Prudential plc
United Kingdom
$79.3M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$706M
4
AL
4
AJO LP
Pennsylvania
$51.8M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$24.2M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$203M
2
Goldman Sachs
2
Goldman Sachs
New York
$63.5M
3
Invesco
3
Invesco
Georgia
$138M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$427M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
526
First Horizon Advisors
Tennessee
$4K – – –
BWM
527
BerganKDV Wealth Management
Minnesota
$4K – – –
JIR
528
James Investment Research
Ohio
$4K – – –
ME
529
McIlrath & Eck
Washington
$4K – – –
WB
530
Webster Bank
Connecticut
$4K – – –
HIA
531
Harbor Investment Advisory
Maryland
$4K +$2.58K +109 +182%
FFA
532
Founders Financial Alliance
North Carolina
$4K +$4K +209 New
EW
533
Evoke Wealth
California
$3K – – –
VRM
534
Vectors Research Management
New York
$3K – – –
SWA
535
Sutton Wealth Advisors
Florida
$2.31K – – –
KFS
536
Kelly Financial Services
Massachusetts
$2.14K – – –
BHWM
537
Bay Harbor Wealth Management
Maryland
$2K -$179 -7 -8%
PW
538
Price Wealth
Texas
$2K – – –
SFSIG
539
San Francisco Sentry Investment Group
California
$2K – – –
MFT
540
Moisand Fitzgerald Tamayo
Florida
$2K – – –
CFD
541
Creative Financial Designs
Indiana
$2K +$18 +1 +0.9%
PFWA
542
Paces Ferry Wealth Advisors
Georgia
$2K +$2K +94 New
AA
543
Advisory Alpha
Michigan
$2K +$2K +95 New
GWS
544
Glassman Wealth Services
Virginia
$1K – – –
VCM
545
Versant Capital Management
Arizona
$1K – – –
CWC
546
Carolinas Wealth Consulting
North Carolina
$1K – – –
WAS
547
Winch Advisory Services
Wisconsin
$1K +$29 +2 +3%
TFM
548
TFC Financial Management
Massachusetts
$1K +$1K +42 New
GI
549
Gradient Investments
Minnesota
$1K +$1K +52 New
FCA
550
FinTrust Capital Advisors
South Carolina
$10 – – –
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