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Western Union

579 hedge funds and large institutions have $7.85B invested in Western Union in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 224 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $21.2M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 600579 (-21)

6.79% less ownership

Funds ownership: 112.57%105.78% (-6.8%)

13% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 224

17% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 83

38% less capital invested

Capital invested by funds: $12.6B → $7.85B (-$4.75B)

Holders
579
Holders Change
-21
Holders Change %
-3.5%
% of All Funds
12.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
69
Increased
196
Reduced
224
Closed
83
Calls
$27.3M
Puts
$21.2M
Net Calls
+$6.1M
Net Calls Change
-$7.95M
Name Holding Trade Value Shares
Change
Change in
Stake
HAI
201
Hennessy Advisors Inc
California
$1.85M +$2.51M +102,200 New
Comerica Bank
202
Comerica Bank
Texas
$1.83M -$1.53M -62,533 -39%
State of Tennessee, Department of Treasury
203
State of Tennessee, Department of Treasury
Tennessee
$1.79M -$3.31M -134,919 -58%
PFS
204
Prospera Financial Services
Texas
$1.78M +$2.41M +98,442 New
ASRS
205
Arizona State Retirement System
Arizona
$1.75M -$2.52M -102,769 -52%
SOMRS
206
State of Michigan Retirement System
Michigan
$1.74M -$130K -5,300 -5%
MCM
207
Monument Capital Management
Virginia
$1.74M -$18.2K -741 -0.8%
PI
208
PEAK6 Investments
Illinois
$1.71M +$2.31M +94,384 New
Mitsubishi UFJ Asset Management
209
Mitsubishi UFJ Asset Management
Japan
$1.7M -$401K -16,356 -15%
EAM
210
Erste Asset Management
Austria
$1.67M +$473K +19,300 +28%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$1.62M +$104K +4,232 +5%
CT
212
Caldwell Trust
Florida
$1.6M -$58.7K -2,395 -3%
LPL Financial
213
LPL Financial
California
$1.6M +$895K +36,509 +71%
PDN
214
Pensionfund DSM Netherlands
Netherlands
$1.59M -$221K -9,000 -9%
EVM
215
Eaton Vance Management
Massachusetts
$1.59M -$712K -29,029 -25%
JMPWA
216
JP Morgan Private Wealth Advisors
California
$1.56M +$716K +29,202 +51%
FAF
217
Första AP-fonden
Sweden
$1.56M -$1.28M -52,400 -38%
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$1.56M -$1.02M -41,545 -33%
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$1.55M +$1.98M +80,939 New
IIC
220
Ironwood Investment Counsel
Arizona
$1.53M +$87.7K +3,577 +4%
First Manhattan
221
First Manhattan
New York
$1.52M -$363K -14,785 -15%
SRC
222
Shufro Rose & Co
New York
$1.51M -$2.45K -100 -0.1%
EGM
223
Engineers Gate Manager
New York
$1.49M +$2.02M +82,349 New
OAM
224
Oppenheimer Asset Management
New York
$1.48M -$279K -11,371 -12%
RP
225
Rowlandmiller & Partners
Georgia
$1.46M +$19.8K +807 +1%

WU Hedge Fund Activity: Q1 2020 in Review

579 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2020, worth a combined $7.85B — down 38% from $12.6B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of WU and 69 opened new positions — a net loss of 14 holders — while 224 trimmed existing stakes and 196 added.

The largest buyer was International Value Advisers, adding an estimated $103M. The largest seller was Capital Research Global Investors, cutting an estimated $286M.

  • 579 institutional investors held Western Union (WU) as of Q1 2020, down from 600 in Q4 2019.
  • Funds reported $7.85B of Western Union stock for Q1 2020, down 38% quarter-over-quarter.
  • 69 funds opened new Western Union positions in Q1 2020 and 83 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q1 2020 was International Value Advisers, an estimated $103M added.
  • The largest Western Union seller in Q1 2020 was Capital Research Global Investors, an estimated $286M sold.

Based on aggregated 13F filings for Q1 2020.