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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
Stifel Financial
176
Stifel Financial
Missouri
$2.24M +$143K +7,359 +7%
PDN
177
Pensionfund DSM Netherlands
Netherlands
$2.19M +$2.14M +110,000 New
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$2.16M
EF
179
Empowered Funds
Pennsylvania
$2.12M -$656K -33,663 -24%
MCM
180
Monument Capital Management
Virginia
$2.1M +$77.6K +3,983 +4%
SOADOR
181
State of Alaska Department of Revenue
Alaska
$2.08M -$14.2K -729 -0.7%
NC
182
NewSquare Capital
Pennsylvania
$2.06M +$196K +10,070 +11%
SOMRS
183
State of Michigan Retirement System
Michigan
$2.05M -$439K -22,500 -18%
ASN
184
Advisory Services Network
Georgia
$2.05M +$1.49M +76,192 +285%
NEI
185
Northwest & Ethical Investments
Ontario, Canada
$2.02M +$1.98M +101,735 New
Allianz Asset Management
186
Allianz Asset Management
Germany
$2.02M +$887K +45,515 +81%
Natixis Advisors
187
Natixis Advisors
Massachusetts
$1.95M -$880K -45,135 -32%
KBC Group
188
KBC Group
Belgium
$1.93M -$4.27M -218,873 -69%
IIC
189
Ironwood Investment Counsel
Arizona
$1.91M -$66.2K -3,398 -3%
RA
190
Rational Advisors
New York
$1.91M +$1.85M +94,952 +8,554%
RCM
191
Riverhead Capital Management
Delaware
$1.86M +$912K +46,800 +101%
Nomura Asset Management
192
Nomura Asset Management
Japan
$1.85M -$430K -22,061 -19%
Franklin Resources
193
Franklin Resources
California
$1.82M -$1.05M -53,951 -37%
SFI
194
Susquehanna Fundamental Investments
Pennsylvania
$1.82M
Jennison Associates
195
Jennison Associates
New York
$1.81M -$124K -6,343 -7%
GEM
196
Global Endowment Management
North Carolina
$1.79M -$2.68M -137,400 -60%
HW
197
Hancock Whitney
Mississippi
$1.73M +$170K +8,739 +11%
Mitsubishi UFJ Asset Management
198
Mitsubishi UFJ Asset Management
Japan
$1.71M +$526K +26,985 +46%
AIM
199
Achmea Investment Management
Netherlands
$1.7M -$875K -44,882 -34%
Truist Financial
200
Truist Financial
North Carolina
$1.68M -$780K -40,014 -32%

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.