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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
Aberdeen Group
126
Aberdeen Group
United Kingdom
$4.44M -$402K -20,644 -8%
TAM
127
Troy Asset Management
United Kingdom
$4.24M +$390K +20,000 +10%
Janus Henderson Group
128
Janus Henderson Group
United Kingdom
$4.22M -$170K -8,742 -4%
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$4.18M -$56.5K -2,900 -1%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$4.16M +$261K +13,373 +7%
TCM
131
Tuttle Capital Management
Connecticut
$4.15M +$4.07M +208,769 New
Ameriprise
132
Ameriprise
Minnesota
$4.14M -$1.06M -54,164 -21%
ICM
133
Intrepid Capital Management
Florida
$4.09M -$2.56M -131,490 -39%
PP
134
Prudential plc
United Kingdom
$4.07M -$1.19M -61,275 -23%
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$4.02M -$976K -50,050 -20%
Retirement Systems of Alabama
136
Retirement Systems of Alabama
Alabama
$4M -$40.7K -2,086 -1%
Brown Advisory
137
Brown Advisory
Maryland
$3.95M -$2.36K -121 -0.1%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$3.93M +$1.73M +88,582 +81%
Twin Tree Management
139
Twin Tree Management
Texas
$3.86M -$956K -49,035 -20%
CEI
140
Clark Estates Inc
New York
$3.74M
AIG
141
American International Group
New York
$3.72M -$332K -17,015 -8%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$3.71M
CWM
143
CIBC World Markets
New York
$3.68M +$1.54M +79,212 +75%
EP
144
Elkfork Partners
Oregon
$3.68M +$1.81M +92,664 +101%
Comerica Bank
145
Comerica Bank
Texas
$3.64M -$29.3K -1,502 -0.8%
Federated Hermes
146
Federated Hermes
Pennsylvania
$3.58M +$22.8K +1,170 +0.7%
OTPPB
147
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.45M -$4.9M -251,300 -59%
MAM
148
Martingale Asset Management
Massachusetts
$3.41M -$289K -14,805 -8%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.4M +$358K +18,361 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
150
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.33M -$74.1K -3,800 -2%

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.