We are live on ! Find out more
WU icon

Western Union

600 hedge funds and large institutions have $12.6B invested in Western Union in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 193 increasing their positions, 219 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 31

47% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $29.8M

17% more capital invested

Capital invested by funds: $10.8B → $12.6B (+$1.82B)

10% more funds holding

Funds holding: 543600 (+57)

2.66% more ownership

Funds ownership: 109.91%112.57% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

12% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 219

Holders
600
Holders Change
+57
Holders Change %
+10.5%
% of All Funds
11.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
98
Increased
193
Reduced
219
Closed
31
Calls
$43.9M
Puts
$29.8M
Net Calls
+$14.1M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$20.8M -$114K -4,408 -0.6%
DZ Bank
77
DZ Bank
Germany
$20M -$11.7M -452,602 -38%
QI
78
QS Investors
New York
$19.8M +$1.94M +74,867 +11%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$19.5M -$3.37M -129,948 -15%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$19.2M -$297K -11,462 -2%
CPC
81
Cookson Peirce & Co
Pennsylvania
$19.2M +$18.6M +718,005 New
N
82
Natixis
France
$18.9M +$5.01M +193,294 +38%
AG
83
Aperio Group
California
$18.8M +$1.14M +43,798 +7%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$18.6M +$1.71M +66,113 +11%
EMG
85
ETF Managers Group
New Jersey
$18.2M -$3.16M -121,680 -15%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$17.9M -$2.22M -85,520 -11%
Principal Financial Group
87
Principal Financial Group
Iowa
$17.3M -$236K -9,109 -1%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$16.8M +$390K +15,035 +2%
Acadian Asset Management
89
Acadian Asset Management
Massachusetts
$16.8M +$8.2M +316,367 +102%
Mackenzie Financial
90
Mackenzie Financial
Ontario, Canada
$15.1M -$2.71M -104,642 -16%
GAM
91
Gotham Asset Management
New York
$15.1M -$2.06M -79,544 -12%
AQR Capital Management
92
AQR Capital Management
Connecticut
$14M +$11.3M +437,341 +505%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$13.5M -$5.15M -198,668 -28%
WG
94
Winton Group
United Kingdom
$13.4M -$52.5M -2,026,355 -80%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$13.4M +$13.1M +506,763 +10,225%
TCMG
96
TSP Capital Management Group
New Jersey
$12.7M
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$12.6M +$1.93M +74,611 +19%
UIM
98
USS Investment Management
United Kingdom
$12.4M -$23.9M -922,100 -67%
UBS Group
99
UBS Group
Switzerland
$12M -$956K -36,878 -8%
Aberdeen Group
100
Aberdeen Group
United Kingdom
$11.4M +$4.52M +174,165 +70%

WU Hedge Fund Activity: Q4 2019 in Review

600 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2019, worth a combined $12.6B — up 17% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WU positions and 31 closed out — a net gain of 67 holders — while 193 added to existing stakes and 219 trimmed.

The largest buyer was BlackRock, adding an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $160M.

  • 600 institutional investors held Western Union (WU) as of Q4 2019, up from 543 in Q3 2019.
  • Funds reported $12.6B of Western Union stock for Q4 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Western Union positions in Q4 2019 and 31 closed out, a net change of +67 holders.
  • The largest Western Union buyer in Q4 2019 was BlackRock, an estimated $418M added.
  • The largest Western Union seller in Q4 2019 was Fidelity Investments, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2019.