Western Union
543 hedge funds and large institutions have $10.8B invested in Western Union in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 176 increasing their positions, 206 reducing their positions, and 44 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
36% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 44
33% more call options, than puts
Call options by funds: $48.6M | Put options by funds: $36.6M
12% more capital invested
Capital invested by funds: $9.64B → $10.8B (+$1.14B)
3% more funds holding
Funds holding: 528 → 543 (+15)
1.71% more ownership
Funds ownership: 108.2% → 109.91% (+1.7%)
15% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 206
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$53.3M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$52.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$47.7M |
| 4 |
Renaissance Technologies
New York
|
+$34.3M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$30.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$102M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$64.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$45.5M |
| 4 |
VanEck Associates
New York
|
-$31.1M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$30.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWM
576
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$8K | -382 | Closed |
|
577
Parallax Volatility Advisers
San Francisco,
California
| – | -$5K | -255 | Closed |
|
|
BFEC
578
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$5K | -250 | Closed |
|
|
YWP
579
YorkBridge Wealth Partners
New York
| – | -$4K | -184 | Closed |
|
|
JIM
580
Jupiter Investment Management
London,
United Kingdom
| – | -$1K | -89 | Closed |
|
|
OIA
581
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$1K | -50 | Closed |
|
|
TFA
582
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -5 | Closed |
|
|
AS
583
Altshuler Shaham
Tel Aviv,
Israel
| – | +$259 | +12 | New |
|
WU Hedge Fund Activity: Q3 2019 in Review
543 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2019, worth a combined $10.8B — up 12% from $9.64B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new WU positions and 44 closed out — a net gain of 16 holders — while 176 added to existing stakes and 206 trimmed.
The largest buyer was APG Asset Management, adding an estimated $53.3M. The largest seller was Bank of New York Mellon, cutting an estimated $102M.
- 543 institutional investors held Western Union (WU) as of Q3 2019, up from 528 in Q2 2019.
- Funds reported $10.8B of Western Union stock for Q3 2019, up 12% quarter-over-quarter.
- 60 funds opened new Western Union positions in Q3 2019 and 44 closed out, a net change of +16 holders.
- The largest Western Union buyer in Q3 2019 was APG Asset Management, an estimated $53.3M added.
- The largest Western Union seller in Q3 2019 was Bank of New York Mellon, an estimated $102M sold.
Based on aggregated 13F filings for Q3 2019.