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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
Teacher Retirement System of Texas
76
Teacher Retirement System of Texas
Texas
$13.9M +$7.89M +438,759 +140%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$13.9M -$217K -12,053 -2%
TA
78
Teachers Advisors
New York
$13.5M -$5.5M -306,157 -30%
Citigroup
79
Citigroup
New York
$13.2M +$1.97M +109,347 +18%
CL
80
Chubb Ltd
Switzerland
$12.9M
Man Group
81
Man Group
United Kingdom
$12.8M -$12.5M -692,973 -50%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$12.8M +$667K +37,071 +6%
First Trust Advisors
83
First Trust Advisors
Illinois
$12.7M +$3.68M +204,579 +42%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$12.5M -$145K -8,080 -1%
Mackenzie Financial
85
Mackenzie Financial
Ontario, Canada
$12.4M +$6.07M +337,631 +100%
BA
86
Bridgewater Associates
Connecticut
$12.1M -$15.6M -868,470 -57%
Principal Financial Group
87
Principal Financial Group
Iowa
$12M -$321K -17,849 -3%
UBS Group
88
UBS Group
Switzerland
$11.3M -$1.09M -60,897 -9%
FBP
89
Flippin Bruce & Porter
Virginia
$10.8M +$185K +10,295 +2%
GAM
90
Gotham Asset Management
New York
$10.6M +$2.05M +114,021 +25%
EMG
91
ETF Managers Group
New Jersey
$9.97M +$1.58M +87,597 +19%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$9.77M -$166K -9,214 -2%
TIP
93
Torray Investment Partners
Maryland
$9.07M -$38K -2,116 -0.4%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$9.06M +$7.13M +396,691 +422%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$8.99M +$8.75M +486,733 New
GC
96
Guggenheim Capital
Illinois
$8.34M -$1.18M -65,769 -13%
AIMCA
97
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.23M -$396K -22,000 -5%
USAA
98
United Services Automobile Association
Texas
$8.19M +$26.7K +1,485 +0.3%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.17M -$256K -14,263 -3%
OTPPB
100
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.85M +$1.93M +107,422 +34%

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.