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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$986M +$10.6M +589,667 +1%
BlackRock
2
BlackRock
New York
$801M -$54.1M -3,008,128 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$724M -$11M -613,252 -2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$636M -$357K -19,837 -0.1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$505M -$12.6M -700,821 -3%
State Street
6
State Street
Massachusetts
$369M +$15.1M +838,308 +4%
JAM
7
Jupiter Asset Management
United Kingdom
$247M +$7.31M +406,677 +3%
Invesco
8
Invesco
Georgia
$239M +$110M +6,145,579 +90%
CCP
9
Clarkston Capital Partners
Michigan
$210M +$12.1M +673,380 +6%
LSV Asset Management
10
LSV Asset Management
Illinois
$180M +$2.15M +119,800 +1%
IFP
11
Independent Franchise Partners
United Kingdom
$166M +$162M +8,988,795 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$109M -$7.2M -400,457 -6%
Northern Trust
13
Northern Trust
Illinois
$99.4M -$8.68M -482,508 -8%
Norges Bank
14
Norges Bank
Norway
$92.9M
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$80.5M +$3.22M +179,047 +4%
APG Asset Management
16
APG Asset Management
Netherlands
$75.7M +$12.4M +687,400 +18%
Renaissance Technologies
17
Renaissance Technologies
New York
$70.2M +$64M +3,560,600 +1,485%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$68.7M +$34.1M +1,893,934 +104%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$62M +$60.4M +3,359,237 New
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$60.9M +$8.11M +450,999 +16%
Skandinaviska Enskilda Banken (SEB)
21
Skandinaviska Enskilda Banken (SEB)
Sweden
$58.3M +$6.5M +361,268 +13%
UBS AM
22
UBS AM
Illinois
$57.4M +$19.8M +1,100,644 +55%
Legal & General Group
23
Legal & General Group
United Kingdom
$56M +$11.8M +658,696 +28%
Charles Schwab
24
Charles Schwab
California
$53.4M -$21.5M -1,193,845 -29%
VanEck Associates
25
VanEck Associates
New York
$53M +$8.32M +462,531 +19%

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.