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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
ZB
551
Zions Bancorporation
Utah
$10K -$2.57K -99 -21%
ADL
552
Asset Dedication LLC
California
$10K
AWM
553
Avior Wealth Management
Nebraska
$10K
FRA
554
Front Row Advisors
California
$10K +$441 +17 +5%
AAP
555
Arax Advisory Partners
Colorado
$9K
Fidelity International
556
Fidelity International
Bermuda
$9K +$156 +6 +2%
EW
557
Evoke Wealth
California
$8.95K +$1.69K +65 +24%
JFGIW
558
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K -$8.74K -337 -54%
FMII
559
Farmers & Merchants Investments Inc
Nebraska
$8K
SFSIG
560
San Francisco Sentry Investment Group
California
$8K
EWM
561
Edge Wealth Management
New York
$8K +$7.78K +300 New
AIC
562
Ameritas Investment Company
Nebraska
$7K -$6.43K -248 -48%
Carson Wealth (CWM LLC)
563
Carson Wealth (CWM LLC)
Nebraska
$7K
LWM
564
Liberty Wealth Management
California
$7K
RFA
565
Reilly Financial Advisors
California
$7K
FANJ
566
Financial Architects (New Jersey)
New Jersey
$7K +$52 +2 +0.8%
CFGS
567
Concourse Financial Group Securities
Alabama
$6K -$2.28K -88 -27%
CHC
568
City Holding Co
West Virginia
$6K
EARNEST Partners
569
EARNEST Partners
Georgia
$6K
BWM
570
BerganKDV Wealth Management
Minnesota
$6K +$5.68K +219 New
FHA
571
First Horizon Advisors
Tennessee
$5K -$9.54K -368 -65%
CFG
572
Citizens Financial Group
Rhode Island
$5K -$233 -9 -4%
ME
573
McIlrath & Eck
Washington
$5K
OIA
574
Optimum Investment Advisors
Illinois
$5K
WB
575
Webster Bank
Connecticut
$5K

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.