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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
QC
201
Quadrature Capital
United Kingdom
$1.74M +$1.7M +94,438 New
ACA
202
Aptus Capital Advisors
Alabama
$1.73M +$52.5K +2,922 +3%
NC
203
NewSquare Capital
Pennsylvania
$1.73M +$22.5K +1,251 +1%
EP
204
Elkfork Partners
Oregon
$1.7M +$706K +39,270 +74%
SFI
205
Susquehanna Fundamental Investments
Pennsylvania
$1.69M +$1.65M +91,626 New
SMDAM
206
Sumitomo Mitsui DS Asset Management
Japan
$1.67M +$1.07M +59,293 +190%
EMG
207
Ellington Management Group
Connecticut
$1.67M +$1.62M +90,200 New
Rafferty Asset Management
208
Rafferty Asset Management
New York
$1.65M +$206K +11,478 +15%
MIFH
209
Migdal Insurance & Financial Holdings
Israel
$1.62M -$46.5K -2,586 -3%
IG
210
ING Group
Netherlands
$1.62M +$1.35M +75,226 +612%
NB
211
Norinchukin Bank
Japan
$1.61M +$29K +1,614 +2%
BCM
212
Becker Capital Management
Oregon
$1.59M -$68.3K -3,800 -4%
CIBC World Market
213
CIBC World Market
Ontario, Canada
$1.57M +$27.4K +1,524 +2%
Bank of Nova Scotia
214
Bank of Nova Scotia
Ontario, Canada
$1.57M -$221K -12,307 -13%
TPSF
215
Texas Permanent School Fund
Texas
$1.57M -$76.7K -4,264 -5%
URS
216
Utah Retirement Systems
Utah
$1.54M -$1.1K -61 -0.1%
GC
217
Grimes & Company
Massachusetts
$1.53M +$29.5K +1,640 +2%
AG
218
Advisor Group
Arizona
$1.53M +$87.1K +4,844 +6%
DekaBank Deutsche Girozentrale
219
DekaBank Deutsche Girozentrale
Germany
$1.51M -$4.52M -251,610 -76%
RP
220
Rowlandmiller & Partners
Georgia
$1.5M +$42.1K +2,340 +3%
FWIA
221
Fort Washington Investment Advisors
Ohio
$1.49M +$15.3K +852 +1%
Baird Financial Group
222
Baird Financial Group
Wisconsin
$1.49M +$1.45M +80,553 New
SIC
223
Schwartz Investment Counsel
Michigan
$1.48M
HW
224
Hancock Whitney
Mississippi
$1.44M +$394K +21,904 +39%
William Blair & Company
225
William Blair & Company
Illinois
$1.42M -$42.8K -2,378 -3%

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.