We are live on ! Find out more
WU icon

Western Union

553 hedge funds and large institutions have $7.58B invested in Western Union in 2018 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 145 increasing their positions, 242 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $5.81M

1% less funds holding

Funds holding: 557553 (-4)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

4.89% less ownership

Funds ownership: 106.03%101.14% (-4.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less capital invested

Capital invested by funds: $9.04B → $7.58B (-$1.45B)

40% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 242

Holders
553
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
12.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
73
Increased
145
Reduced
242
Closed
74
Calls
$10.2M
Puts
$5.81M
Net Calls
+$4.4M
Net Calls Change
-$271K
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
601
Measured Wealth Private Client Group
New Hampshire
-$57K -3,000 Closed
EAM
602
Exane Asset Management
France
-$52.3K -2,744 Closed
SIC
603
Salem Investment Counselors
North Carolina
-$29K -1,500 Closed
TPWA
604
TRUE Private Wealth Advisors
Oregon
-$23.7K -1,241 Closed
ZB
605
Zions Bancorporation
Utah
-$21K -1,109 Closed
CG
606
Cutler Group
California
-$20K -1,100 Closed
KJWM
607
Kiley Juergens Wealth Management
Washington
-$20K -1,099 Closed
PFPT
608
Pinnacle Financial Partners (Tennessee)
Tennessee
-$19K -979 Closed
SWP
609
Stratos Wealth Partners
Ohio
-$18K -929 Closed
SFM
610
Signet Financial Management
New Jersey
-$15K -800 Closed
TC
611
Trust Company
Kansas
-$15K -779 Closed
BCM
612
Brasada Capital Management
Texas
-$14K -749 Closed
PWAG
613
Polaris Wealth Advisory Group
California
-$14K -729 Closed
MMG
614
Monetary Management Group
Missouri
-$10K -500 Closed
Qube Research & Technologies (QRT)
615
Qube Research & Technologies (QRT)
United Kingdom
-$8K -435 Closed
DWM
616
Destination Wealth Management
California
-$8K -400 Closed
SWP
617
Strategic Wealth Partners
Ohio
-$6K -321 Closed
WSTAM
618
Wilbanks Smith & Thomas Asset Management
Virginia
-$4K -210 Closed
TFS
619
TrustCore Financial Services
Tennessee
-$2K -108 Closed
CAG
620
Csenge Advisory Group
Florida
-$1K -103 Closed
HR
621
Howe & Rusling
New York
-$1K -54 Closed
BHWM
622
Bay Harbor Wealth Management
Maryland
+$127 +7 New
NR
623
Newfound Research
Massachusetts
+$218 +12 +80%

WU Hedge Fund Activity: Q4 2018 in Review

553 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2018, worth a combined $7.58B — down 16% from $9.04B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of WU and 73 opened new positions — a net loss of 1 holder — while 242 trimmed existing stakes and 145 added.

The largest buyer was BlackRock, adding an estimated $85.2M. The largest seller was Abrams Capital Management, cutting an estimated $195M.

  • 553 institutional investors held Western Union (WU) as of Q4 2018, down from 557 in Q3 2018.
  • Funds reported $7.58B of Western Union stock for Q4 2018, down 16% quarter-over-quarter.
  • 73 funds opened new Western Union positions in Q4 2018 and 74 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q4 2018 was BlackRock, an estimated $85.2M added.
  • The largest Western Union seller in Q4 2018 was Abrams Capital Management, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2018.