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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
VRM
576
Vectors Research Management
New York
$4K
CI
577
CX Institutional
Indiana
$4K +$519 +20 +16%
VCM
578
Versant Capital Management
Arizona
$4K +$674 +26 +19%
TFO
579
Tarbox Family Office
California
$4K +$1.45K +56 +60%
IA
580
IndexIQ Advisors
New York
$4K +$3.76K +145 New
ETC
581
Exchange Traded Concepts
Oklahoma
$4K +$4.1K +158 New
SWA
582
Sutton Wealth Advisors
Florida
$3.54K
LP
583
LMR Partners
United Kingdom
$3.43K +$3.08M +118,673 +1,278%
MFT
584
Moisand Fitzgerald Tamayo
Florida
$3K
DI
585
Disciplined Investments
Oklahoma
$3K +$3.29K +127 New
KFS
586
Kelly Financial Services
Massachusetts
$2.68K
AA
587
Advisory Alpha
Michigan
$2.52K
JIR
588
James Investment Research
Ohio
$2K -$3.01K -116 -60%
PWMG
589
Prestige Wealth Management Group
New Jersey
$2K
WAS
590
Winch Advisory Services
Wisconsin
$2K
MWNA
591
Marshall Wace North America
New York
$2K +$2.38K +92 New
RA
592
Royce & Associates
New York
$1K -$389 -15 -23%
NR
593
Newfound Research
Massachusetts
$1K -$311 -12 -20%
FHA
594
Flagship Harbor Advisors
Massachusetts
$1K
PWP
595
Personal Wealth Partners
Minnesota
$1K
TWA
596
TCI Wealth Advisors
Arizona
$1K +$804 +31 New
APC
597
Aspire Private Capital
North Carolina
$1K +$1.01K +39 New
LAS
598
Lloyd Advisory Services
Georgia
$1K +$1.09K +42 New
AA
599
ALPS Advisors
Colorado
-$34.4M -1,483,402 Closed
Ninety One (UK)
600
Ninety One (UK)
United Kingdom
-$18M -778,595 Closed

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.