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Western Union

528 hedge funds and large institutions have $9.64B invested in Western Union in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $8.31B → $9.64B (+$1.32B)

4.74% more ownership

Funds ownership: 103.46%108.2% (+4.7%)

4% less funds holding

Funds holding: 549528 (-21)

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

23% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 214

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

63% less call options, than puts

Call options by funds: $24.5M | Put options by funds: $66.3M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
11.47%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
49
Increased
165
Reduced
214
Closed
63
Calls
$24.5M
Puts
$66.3M
Net Calls
-$41.7M
Net Calls Change
-$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
51
USS Investment Management
United Kingdom
$27.5M +$27M +1,383,200 New
Bank of America
52
Bank of America
North Carolina
$27.5M -$4.91M -252,112 -15%
Victory Capital Management
53
Victory Capital Management
Texas
$27.1M +$5.03M +257,939 +23%
WorldQuant Millennium Advisors
54
WorldQuant Millennium Advisors
New York
$26.9M +$4.11M +211,110 +19%
SEI Investments
55
SEI Investments
Pennsylvania
$25.6M -$186K -9,552 -0.7%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$25.3M +$1.99M +101,900 +9%
CS
57
Credit Suisse
Switzerland
$25.1M +$5.02M +257,778 +26%
DZ Bank
58
DZ Bank
Germany
$23.9M -$2.41M -123,698 -9%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$23M -$12.6M -646,721 -36%
AAM
60
Advisors Asset Management
Colorado
$22M -$354K -18,153 -2%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$21.2M -$51.7M -2,653,862 -71%
Canada Life
62
Canada Life
Manitoba, Canada
$21.1M +$1.65M +84,527 +9%
Millennium Management
63
Millennium Management
New York
$20.4M +$20M +1,027,612 New
PAMU
64
Pictet Asset Management (UK)
United Kingdom
$19.2M +$1.23M +63,127 +7%
AIA
65
Avalon Investment & Advisory
Texas
$17.9M +$29.3K +1,503 +0.2%
Ninety One (UK)
66
Ninety One (UK)
United Kingdom
$17.4M -$1.24M -63,678 -7%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$16.9M +$6.27M +321,724 +61%
AllianceBernstein
68
AllianceBernstein
Tennessee
$16.8M -$181K -9,279 -1%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$15.8M -$1.08M -55,311 -7%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$15.7M -$143K -7,344 -0.9%
Principal Financial Group
71
Principal Financial Group
Iowa
$15.5M +$2.52M +129,326 +20%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$15.5M -$179K -9,201 -1%
EMG
73
ETF Managers Group
New Jersey
$15.5M +$4.81M +246,605 +46%
GAM
74
Gotham Asset Management
New York
$15.4M +$3.87M +198,608 +35%
Mackenzie Financial
75
Mackenzie Financial
Ontario, Canada
$15.1M +$1.68M +86,168 +13%

WU Hedge Fund Activity: Q2 2019 in Review

528 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2019, worth a combined $9.64B — up 16% from $8.31B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of WU and 49 opened new positions — a net loss of 14 holders — while 214 trimmed existing stakes and 165 added.

The largest buyer was Independent Franchise Partners, adding an estimated $304M. The largest seller was D.E. Shaw & Co, cutting an estimated $51.7M.

  • 528 institutional investors held Western Union (WU) as of Q2 2019, down from 549 in Q1 2019.
  • Funds reported $9.64B of Western Union stock for Q2 2019, up 16% quarter-over-quarter.
  • 49 funds opened new Western Union positions in Q2 2019 and 63 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q2 2019 was Independent Franchise Partners, an estimated $304M added.
  • The largest Western Union seller in Q2 2019 was D.E. Shaw & Co, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2019.