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Western Union

579 hedge funds and large institutions have $7.85B invested in Western Union in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 224 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $21.2M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 600579 (-21)

6.79% less ownership

Funds ownership: 112.57%105.78% (-6.8%)

13% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 224

17% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 83

38% less capital invested

Capital invested by funds: $12.6B → $7.85B (-$4.75B)

Holders
579
Holders Change
-21
Holders Change %
-3.5%
% of All Funds
12.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
69
Increased
196
Reduced
224
Closed
83
Calls
$27.3M
Puts
$21.2M
Net Calls
+$6.1M
Net Calls Change
-$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
VRM
551
Vectors Research Management
New York
$3K
CI
552
CX Institutional
Indiana
$3K +$539 +22 +15%
JIR
553
James Investment Research
Ohio
$3K +$2.84K +116 +151%
SWA
554
Sutton Wealth Advisors
Florida
$2.39K
MIFH
555
Migdal Insurance & Financial Holdings
Israel
$2K -$331K -13,493 -99%
TFO
556
Tarbox Family Office
California
$2K -$1.32K -54 -36%
VCM
557
Versant Capital Management
Arizona
$2K -$49 -2 -1%
MFT
558
Moisand Fitzgerald Tamayo
Florida
$2K
BHWM
559
Bay Harbor Wealth Management
Maryland
$2K +$1.91K +78 +1,114%
AA
560
AlphaMark Advisors
Kentucky
$2K +$2.55K +104 New
AP
561
Arlington Partners
Alabama
$2K +$2.87K +117 New
KFS
562
Kelly Financial Services
Massachusetts
$1.81K
AA
563
Advisory Alpha
Michigan
$1.81K
FHA
564
Flagship Harbor Advisors
Massachusetts
$1K
NR
565
Newfound Research
Massachusetts
$1K
RA
566
Royce & Associates
New York
$1K
WAS
567
Winch Advisory Services
Wisconsin
$1K +$25 +1 +2%
KPW
568
Kore Private Wealth
New York
$1K +$1.15K +47 New
GRP
569
Global Retirement Partners
California
$1K +$1.52K +62 New
GWS
570
Glassman Wealth Services
Virginia
$1K +$1.59K +65 New
EW
571
Evoke Wealth
California
$689 -$7.26K -296 -89%
AWA
572
Arkadios Wealth Advisors
Georgia
$163 +$221 +9 New
FGAM
573
Financial Gravity Asset Management
Texas
$139 -$2.6K -106 -93%
GIA
574
Gateway Investment Advisers
Ohio
-$9.51M -355,020 Closed
OAC
575
OMERS Administration Corp
Ontario, Canada
-$7.47M -279,000 Closed

WU Hedge Fund Activity: Q1 2020 in Review

579 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2020, worth a combined $7.85B — down 38% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of WU and 69 opened new positions — a net loss of 14 holders — while 224 trimmed existing stakes and 196 added.

The largest buyer was International Value Advisers, adding an estimated $103M. The largest seller was Capital Research Global Investors, cutting an estimated $286M.

  • 579 institutional investors held Western Union (WU) as of Q1 2020, down from 600 in Q4 2019.
  • Funds reported $7.85B of Western Union stock for Q1 2020, down 38% quarter-over-quarter.
  • 69 funds opened new Western Union positions in Q1 2020 and 83 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q1 2020 was International Value Advisers, an estimated $103M added.
  • The largest Western Union seller in Q1 2020 was Capital Research Global Investors, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2020.