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Western Union

575 hedge funds and large institutions have $9.36B invested in Western Union in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 261 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $7.85B → $9.36B (+$1.51B)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.31% less ownership

Funds ownership: 105.78%105.47% (-0.31%)

1% less funds holding

Funds holding: 579575 (-4)

3% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 68

40% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 261

54% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $67.7M

Holders
575
Holders Change
-4
Holders Change %
-0.69%
% of All Funds
11.79%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
66
Increased
157
Reduced
261
Closed
68
Calls
$30.8M
Puts
$67.7M
Net Calls
-$36.8M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VRM
551
Vectors Research Management
New York
$3K
EW
552
Evoke Wealth
California
$3K +$1.62K +80 +211%
SWA
553
Sutton Wealth Advisors
Florida
$2.33K -$487 -24 -18%
KFS
554
Kelly Financial Services
Massachusetts
$2.16K
OPS
555
Orion Portfolio Solutions
Nebraska
$2K -$32.4K -1,597 -93%
SFSIG
556
San Francisco Sentry Investment Group
California
$2K -$1.46K -72 -49%
BHWM
557
Bay Harbor Wealth Management
Maryland
$2K
MFT
558
Moisand Fitzgerald Tamayo
Florida
$2K
PW
559
Price Wealth
Texas
$2K +$1.44K +71 New
RWA
560
Ropes Wealth Advisors
Massachusetts
$2K +$1.5K +74 New
AWM
561
Apollon Wealth Management
South Carolina
$2K +$1.97K +97 New
CFD
562
Creative Financial Designs
Indiana
$2K +$2.23K +110 New
VCM
563
Versant Capital Management
Arizona
$1K -$1.71K -84 -51%
MIFH
564
Migdal Insurance & Financial Holdings
Israel
$1K -$1.58K -78 -65%
GWS
565
Glassman Wealth Services
Virginia
$1K -$731 -36 -55%
RA
566
Royce & Associates
New York
$1K
WAS
567
Winch Advisory Services
Wisconsin
$1K
TFA
568
Transamerica Financial Advisors
Florida
$1K +$20 +1 New
CWC
569
Carolinas Wealth Consulting
North Carolina
$1K +$609 +30 New
Bank Julius Baer & Co
570
Bank Julius Baer & Co
Switzerland
$1K +$893 +44 New
HIA
571
Harbor Investment Advisory
Maryland
$1K +$1.22K +60 New
PCM
572
Polaris Capital Management
Massachusetts
-$32.2M -1,777,530 Closed
WCM
573
Wedge Capital Management
North Carolina
-$26.3M -1,449,509 Closed
Lord, Abbett & Co
574
Lord, Abbett & Co
New Jersey
-$17.6M -968,294 Closed
CPC
575
Cookson Peirce & Co
Pennsylvania
-$11.4M -628,921 Closed

WU Hedge Fund Activity: Q2 2020 in Review

575 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2020, worth a combined $9.36B — up 19% from $7.85B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of WU and 66 opened new positions — a net loss of 2 holders — while 261 trimmed existing stakes and 157 added.

The largest buyer was Capital Research Global Investors, adding an estimated $282M. The largest seller was BlackRock, cutting an estimated $129M.

  • 575 institutional investors held Western Union (WU) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $9.36B of Western Union stock for Q2 2020, up 19% quarter-over-quarter.
  • 66 funds opened new Western Union positions in Q2 2020 and 68 closed out, a net change of -2 holders.
  • The largest Western Union buyer in Q2 2020 was Capital Research Global Investors, an estimated $282M added.
  • The largest Western Union seller in Q2 2020 was BlackRock, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2020.