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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
CL
76
Chubb Ltd
Switzerland
$11.9M
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$11.7M
UBS Group
78
UBS Group
Switzerland
$11.5M -$6.41M -352,299 -34%
Principal Financial Group
79
Principal Financial Group
Iowa
$11.4M -$481K -26,465 -4%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$11.2M -$1.45M -79,776 -11%
Morgan Stanley
81
Morgan Stanley
New York
$10.5M -$52.5M -2,886,338 -82%
Citigroup
82
Citigroup
New York
$10.4M +$1.89M +103,884 +21%
Prudential Financial
83
Prudential Financial
New Jersey
$10.2M +$1.88M +103,506 +21%
FBP
84
Flippin Bruce & Porter
Virginia
$9.81M +$390K +21,465 +4%
Millennium Management
85
Millennium Management
New York
$9.52M -$6.79M -373,235 -40%
FL
86
Fort LP
Maryland
$9.46M -$4.36M -239,702 -30%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$9.18M -$12.8M -704,889 -57%
GCP
88
Garelick Capital Partners
Massachusetts
$8.91M +$9.5M +522,268 New
GC
89
Guggenheim Capital
Illinois
$8.82M -$1.33M -73,192 -12%
TIP
90
Torray Investment Partners
Maryland
$8.41M
First Trust Advisors
91
First Trust Advisors
Illinois
$8.27M -$5.24M -287,991 -37%
AIMCA
92
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.98M -$391K -21,500 -4%
GAM
93
Gotham Asset Management
New York
$7.84M +$8.36M +459,620 New
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.79M -$264K -14,503 -3%
EMG
95
ETF Managers Group
New Jersey
$7.72M -$3.79M -208,373 -32%
USAA
96
United Services Automobile Association
Texas
$7.54M -$47K -2,584 -0.6%
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$7.12M -$69.4K -3,816 -0.9%
SLAM
98
Swiss Life Asset Management
$7.11M -$5.92M -325,554 -44%
Neuberger Berman Group
99
Neuberger Berman Group
New York
$7.03M -$29.5K -1,621 -0.4%
Los Angeles Capital Management
100
Los Angeles Capital Management
California
$6.93M +$1.97M +108,549 +36%

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.