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Western Union

549 hedge funds and large institutions have $8.31B invested in Western Union in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 202 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $7.58B → $8.31B (+$728M)

2.32% more ownership

Funds ownership: 101.14%103.46% (+2.3%)

2% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 62

1% less funds holding

Funds holding: 553549 (-4)

2% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $14.9M

8% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 202

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
549
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
63
Increased
186
Reduced
202
Closed
62
Calls
$14.5M
Puts
$14.9M
Net Calls
-$342K
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
576
Quantinno Capital Management
New York
-$279K -16,344 Closed
PWMG
577
Prestige Wealth Management Group
New Jersey
-$272K -15,946 Closed
SB
578
Suntrust Banks
Georgia
-$271K -15,928 Closed
TC
579
Telemus Capital
Michigan
-$267K -15,640 Closed
APFBOT
580
Amica Pension Fund Board of Trustees
Rhode Island
-$232K -13,598 Closed
MWNA
581
Marshall Wace North America
New York
-$229K -13,431 Closed
KOCAA
582
Knights of Columbus Asset Advisors
Connecticut
-$227K -13,335 Closed
AA
583
Ancora Advisors
Ohio
-$201K -11,819 Closed
KA
584
Kintegral Advisory
New York
-$197K -11,549 Closed
FM
585
Foster & Motley
Ohio
-$185K -10,858 Closed
LC
586
LCNB Corp
Ohio
-$179K -10,520 Closed
ER
587
Enlightenment Research
Florida
-$171K -9,999 Closed
AIM
588
Assured Investment Management
New York
-$135K -7,925 Closed
CA
589
Claro Advisors
Massachusetts
-$57K -3,006 Closed
JA
590
JOYN Advisors
Georgia
-$40K -2,325 Closed
WANY
591
Wealthspire Advisors (New York)
New York
-$24K -1,418 Closed
IFAM
592
Institutional & Family Asset Management
Colorado
-$22K -1,308 Closed
GWS
593
Glassman Wealth Services
Virginia
-$20K -1,159 Closed
MA
594
MUFG Americas
New York
-$15K -900 Closed
Parallax Volatility Advisers
595
Parallax Volatility Advisers
California
-$13K -789 Closed
MWA
596
Meridian Wealth Advisors
Texas
-$10K -596 Closed
PRC
597
Pearl River Capital
Michigan
-$7K -439 Closed
AWM
598
Arbor Wealth Management
Florida
-$8K -372 Closed
PCM
599
Prelude Capital Management
New York
-$6K -329 Closed
TSW
600
Thompson Siegel & Walmsley
Virginia
-$5K -291 Closed

WU Hedge Fund Activity: Q1 2019 in Review

549 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2019, worth a combined $8.31B — up 9.6% from $7.58B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new WU positions and 62 closed out — a net gain of 1 holder — while 186 added to existing stakes and 202 trimmed.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $162M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $221M sold.

  • 549 institutional investors held Western Union (WU) as of Q1 2019, down from 553 in Q4 2018.
  • Funds reported $8.31B of Western Union stock for Q1 2019, up 9.6% quarter-over-quarter.
  • 63 funds opened new Western Union positions in Q1 2019 and 62 closed out, a net change of +1 holder.
  • The largest Western Union buyer in Q1 2019 was Independent Franchise Partners, an estimated $162M added.
  • The largest Western Union seller in Q1 2019 was Lyrical Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q1 2019.