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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
JP Morgan Chase
51
JP Morgan Chase
New York
$27.6M +$2.59M +144,033 +11%
AAMU
52
Amundi Asset Management US
Massachusetts
$25.2M +$20.2M +1,125,653 +472%
DZ Bank
53
DZ Bank
Germany
$24.4M -$6.81M -378,820 -22%
SEI Investments
54
SEI Investments
Pennsylvania
$23.9M -$6.63M -368,581 -22%
TCIM
55
TIAA CREF Investment Management
New York
$22.4M -$4.58M -254,488 -17%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$21.6M -$3.4M -189,220 -14%
WorldQuant Millennium Advisors
57
WorldQuant Millennium Advisors
New York
$21M +$1.93M +107,094 +10%
AAM
58
Advisors Asset Management
Colorado
$20.8M -$138K -7,689 -0.7%
Victory Capital Management
59
Victory Capital Management
Texas
$20.4M +$19.7M +1,098,001 +16,646%
MSL
60
Mackay Shields LLC
New York
$19.8M -$405K -22,546 -2%
CS
61
Credit Suisse
Switzerland
$18.6M +$3.48M +193,804 +24%
Canada Life
62
Canada Life
Manitoba, Canada
$18M -$1.25M -69,553 -7%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$17.6M +$3.32M +184,442 +24%
Ninety One (UK)
64
Ninety One (UK)
United Kingdom
$17.3M -$1.42M -79,184 -8%
O
65
OppenheimerFunds
New York
$16.7M +$2.19M +121,677 +16%
PAMU
66
Pictet Asset Management (UK)
United Kingdom
$16.6M -$89.1K -4,953 -0.5%
AIA
67
Avalon Investment & Advisory
Texas
$16.6M +$591K +32,851 +4%
Barclays
68
Barclays
United Kingdom
$16.5M -$645K -35,893 -4%
FCH
69
Freestone Capital Holdings
Washington
$16.4M -$3.47M -193,207 -18%
Morgan Stanley
70
Morgan Stanley
New York
$15.8M +$4.23M +235,096 +38%
AllianceBernstein
71
AllianceBernstein
Tennessee
$15.7M +$29.8K +1,658 +0.2%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$15.7M -$1.26M -69,827 -8%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$14.7M -$1.36M -75,814 -9%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$14.6M +$527K +29,300 +4%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$14.1M -$387K -21,541 -3%

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.