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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
Federated Hermes
201
Federated Hermes
Pennsylvania
$2.65M +$658K +25,394 +35%
First Manhattan
202
First Manhattan
New York
$2.64M -$429K -16,564 -14%
ZIM
203
Zacks Investment Management
Illinois
$2.61M +$2.53M +97,567 New
PDN
204
Pensionfund DSM Netherlands
Netherlands
$2.6M -$337K -13,000 -12%
MCM
205
Monument Capital Management
Virginia
$2.58M -$67.5K -2,603 -3%
OAM
206
Oppenheimer Asset Management
New York
$2.49M -$491K -18,932 -17%
SM
207
Sciencast Management
New Jersey
$2.49M +$2.46M +94,800 New
SFI
208
Susquehanna Fundamental Investments
Pennsylvania
$2.48M +$28.5K +1,100 +1%
DnB Asset Management
209
DnB Asset Management
Norway
$2.44M +$1.13M +43,440 +91%
P
210
Pitcairn
Pennsylvania
$2.44M +$191K +7,376 +9%
WCM
211
Weld Capital Management
New York
$2.43M +$1.57M +60,549 +200%
CT
212
Caldwell Trust
Florida
$2.43M +$2.35M +90,716 New
USAA
213
United Services Automobile Association
Texas
$2.42M
Allianz Asset Management
214
Allianz Asset Management
Germany
$2.3M -$788K -30,393 -26%
ACA
215
Aptus Capital Advisors
Alabama
$2.29M +$599K +23,100 +37%
Natixis Advisors
216
Natixis Advisors
Massachusetts
$2.28M -$53.4K -2,058 -2%
HW
217
Hancock Whitney
Mississippi
$2.24M -$44.2K -1,704 -2%
SRC
218
Shufro Rose & Co
New York
$2.24M -$2.59K -100 -0.1%
IIC
219
Ironwood Investment Counsel
Arizona
$2.16M -$380K -14,673 -15%
SIC
220
Schwartz Investment Counsel
Michigan
$2.14M
RP
221
Rowlandmiller & Partners
Georgia
$2.14M -$33.2K -1,279 -2%
URS
222
Utah Retirement Systems
Utah
$2.14M -$15.6K -600 -0.7%
Macquarie Group
223
Macquarie Group
Australia
$2.13M +$117K +4,500 +6%
CC
224
Cognios Capital
Kansas
$2.12M -$256K -9,878 -11%
OSIA
225
O'Shares Investment Advisers
Massachusetts
$2.1M +$91.7K +3,536 +5%

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.