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Western Union

553 hedge funds and large institutions have $7.58B invested in Western Union in 2018 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 145 increasing their positions, 242 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $5.81M

1% less funds holding

Funds holding: 557553 (-4)

1% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 74

4.89% less ownership

Funds ownership: 106.03%101.14% (-4.9%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less capital invested

Capital invested by funds: $9.04B → $7.58B (-$1.45B)

40% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 242

Holders
553
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
12.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
73
Increased
145
Reduced
242
Closed
74
Calls
$10.2M
Puts
$5.81M
Net Calls
+$4.4M
Net Calls Change
-$271K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$900M +$22.6M +1,241,301 +2%
BlackRock
2
BlackRock
New York
$791M +$85.2M +4,686,559 +11%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$679M +$10.1M +557,039 +1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$587M -$13.2M -726,749 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$478M -$21.9M -1,204,870 -4%
State Street
6
State Street
Massachusetts
$326M -$6.51M -357,911 -2%
JAM
7
Jupiter Asset Management
United Kingdom
$222M +$22.2M +1,223,000 +10%
LAM
8
Lyrical Asset Management
New York
$221M -$4.11M -225,799 -2%
CCP
9
Clarkston Capital Partners
Michigan
$183M +$5.61M +308,324 +3%
ACM
10
Abrams Capital Management
Massachusetts
$178M -$195M -10,730,735 -51%
LSV Asset Management
11
LSV Asset Management
Illinois
$165M -$6.02M -331,300 -3%
Invesco
12
Invesco
Georgia
$116M -$11.7M -643,477 -9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$108M +$158K +8,674 +0.1%
Northern Trust
14
Northern Trust
Illinois
$100M +$84.5K +4,647 +0.1%
Norges Bank
15
Norges Bank
Norway
$85.8M
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$77.8M -$9.36M -514,561 -10%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$71.3M -$169K -9,312 -0.2%
Charles Schwab
18
Charles Schwab
California
$69.7M +$2.23M +122,853 +3%
APG Asset Management
19
APG Asset Management
Netherlands
$58.4M +$18.1M +995,900 +34%
Goldman Sachs
20
Goldman Sachs
New York
$57.1M -$8.07M -443,808 -12%
SAM
21
Southernsun Asset Management
Tennessee
$49.6M -$15.6M -855,402 -23%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$48.5M +$11.7M +643,643 +29%
Skandinaviska Enskilda Banken (SEB)
23
Skandinaviska Enskilda Banken (SEB)
Sweden
$47.6M +$33.1M +1,820,762 +187%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$46.8M +$6.86M +377,168 +16%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$43.3M +$1.42M +78,336 +3%

WU Hedge Fund Activity: Q4 2018 in Review

553 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2018, worth a combined $7.58B — down 16% from $9.04B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of WU and 73 opened new positions — a net loss of 1 holder — while 242 trimmed existing stakes and 145 added.

The largest buyer was BlackRock, adding an estimated $85.2M. The largest seller was Abrams Capital Management, cutting an estimated $195M.

  • 553 institutional investors held Western Union (WU) as of Q4 2018, down from 557 in Q3 2018.
  • Funds reported $7.58B of Western Union stock for Q4 2018, down 16% quarter-over-quarter.
  • 73 funds opened new Western Union positions in Q4 2018 and 74 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q4 2018 was BlackRock, an estimated $85.2M added.
  • The largest Western Union seller in Q4 2018 was Abrams Capital Management, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2018.