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Western Union

528 hedge funds and large institutions have $9.64B invested in Western Union in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $8.31B → $9.64B (+$1.32B)

4.74% more ownership

Funds ownership: 103.46%108.2% (+4.7%)

4% less funds holding

Funds holding: 549528 (-21)

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

23% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 214

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

63% less call options, than puts

Call options by funds: $24.5M | Put options by funds: $66.3M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
11.47%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
49
Increased
165
Reduced
214
Closed
63
Calls
$24.5M
Puts
$66.3M
Net Calls
-$41.7M
Net Calls Change
-$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
551
Jane Street
New York
-$356K -19,261 Closed
AMI
552
Amica Mutual Insurance
Rhode Island
-$280K -15,134 Closed
GCA
553
Gideon Capital Advisors
New York
-$267K -14,467 Closed
VAS
554
Vestmark Advisory Solutions
Massachusetts
-$242K -13,101 Closed
AC
555
Addison Capital
Pennsylvania
-$225K -12,181 Closed
FHB
556
First Hawaiian Bank
Hawaii
-$215K -11,633 Closed
Tudor Investment Corp
557
Tudor Investment Corp
Connecticut
-$214K -11,611 Closed
LOAMS
558
Lombard Odier Asset Management (Switzerland)
Switzerland
-$187K -10,136 Closed
AWM
559
Alterna Wealth Management
Texas
-$187K -10,126 Closed
NIT
560
NumerixS Investment Technologies
British Columbia, Canada
-$130K -7,000 Closed
SWM
561
SeaCrest Wealth Management
New York
-$72K -3,910 Closed
LFA
562
Legacy Financial Advisors
Kentucky
-$44K -2,370 Closed
ARMT
563
Amica Retiree Medical Trust
Rhode Island
-$39K -2,130 Closed
NWA
564
New World Advisors
Massachusetts
-$37K -2,000 Closed
SIC
565
Salem Investment Counselors
North Carolina
-$29K -1,500 Closed
PI
566
PineBridge Investments
New York
-$27K -1,467 Closed
WAM
567
Wealthspire Advisors (Maryland)
Maryland
-$26K -1,398 Closed
ST
568
Somerset Trust
Pennsylvania
-$26K -1,382 Closed
Rockefeller Capital Management
569
Rockefeller Capital Management
New York
-$21K -1,125 Closed
AW
570
Alpha Windward
Massachusetts
-$20K -1,072 Closed
PFPT
571
Pinnacle Financial Partners (Tennessee)
Tennessee
-$18K -979 Closed
SMG
572
Spectrum Management Group
Indiana
-$16K -846 Closed
CAM
573
Cresset Asset Management
Illinois
-$14K -761 Closed
MFW
574
Mosaic Family Wealth
Missouri
-$12K -667 Closed
SPL
575
Smart Portfolios LLC
Washington
-$11K -584 Closed

WU Hedge Fund Activity: Q2 2019 in Review

528 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2019, worth a combined $9.64B — up 16% from $8.31B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of WU and 49 opened new positions — a net loss of 14 holders — while 214 trimmed existing stakes and 165 added.

The largest buyer was Independent Franchise Partners, adding an estimated $304M. The largest seller was D.E. Shaw & Co, cutting an estimated $51.7M.

  • 528 institutional investors held Western Union (WU) as of Q2 2019, down from 549 in Q1 2019.
  • Funds reported $9.64B of Western Union stock for Q2 2019, up 16% quarter-over-quarter.
  • 49 funds opened new Western Union positions in Q2 2019 and 63 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q2 2019 was Independent Franchise Partners, an estimated $304M added.
  • The largest Western Union seller in Q2 2019 was D.E. Shaw & Co, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2019.