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Western Union

528 hedge funds and large institutions have $9.64B invested in Western Union in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 214 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $8.31B → $9.64B (+$1.32B)

4.74% more ownership

Funds ownership: 103.46%108.2% (+4.7%)

4% less funds holding

Funds holding: 549528 (-21)

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

23% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 214

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

63% less call options, than puts

Call options by funds: $24.5M | Put options by funds: $66.3M

Holders
528
Holders Change
-21
Holders Change %
-3.83%
% of All Funds
11.47%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
49
Increased
165
Reduced
214
Closed
63
Calls
$24.5M
Puts
$66.3M
Net Calls
-$41.7M
Net Calls Change
-$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.06B +$460K +23,577 +0%
BlackRock
2
BlackRock
New York
$837M -$25.3M -1,299,571 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$770M -$9.08M -465,797 -1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$726M +$40.6M +2,082,426 +6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$547M +$3.23M +165,582 +0.6%
IFP
6
Independent Franchise Partners
United Kingdom
$489M +$304M +15,599,240 +174%
AAMU
7
Amundi Asset Management US
Massachusetts
$451M +$33.7M +1,731,291 +127%
State Street
8
State Street
Massachusetts
$409M +$11.9M +609,000 +3%
Invesco
9
Invesco
Georgia
$279M +$20.9M +1,073,209 +8%
JAM
10
Jupiter Asset Management
United Kingdom
$265M -$1.28M -65,598 -0.5%
CCP
11
Clarkston Capital Partners
Michigan
$224M -$2.48M -127,065 -1%
LSV Asset Management
12
LSV Asset Management
Illinois
$197M +$2.4M +122,900 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$122M +$3.77M +193,633 +3%
Northern Trust
14
Northern Trust
Illinois
$105M -$2.32M -119,037 -2%
Norges Bank
15
Norges Bank
Norway
$100M
APG Asset Management
16
APG Asset Management
Netherlands
$97.3M +$19M +972,600 +21%
Renaissance Technologies
17
Renaissance Technologies
New York
$89.2M +$13.3M +684,076 +18%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$88M +$55.9M +2,870,576 +185%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$79M -$7.54M -386,980 -9%
Goldman Sachs
20
Goldman Sachs
New York
$75.2M +$21.4M +1,096,679 +41%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$69.3M +$3.68M +188,660 +6%
UBS AM
22
UBS AM
Illinois
$67.5M +$5.58M +286,237 +9%
Legal & General Group
23
Legal & General Group
United Kingdom
$62.7M +$2.32M +118,928 +4%
Skandinaviska Enskilda Banken (SEB)
24
Skandinaviska Enskilda Banken (SEB)
Sweden
$61.2M -$1.47M -75,270 -2%
VanEck Associates
25
VanEck Associates
New York
$59.8M +$2.69M +138,000 +5%

WU Hedge Fund Activity: Q2 2019 in Review

528 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2019, worth a combined $9.64B — up 16% from $8.31B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of WU and 49 opened new positions — a net loss of 14 holders — while 214 trimmed existing stakes and 165 added.

The largest buyer was Independent Franchise Partners, adding an estimated $304M. The largest seller was D.E. Shaw & Co, cutting an estimated $51.7M.

  • 528 institutional investors held Western Union (WU) as of Q2 2019, down from 549 in Q1 2019.
  • Funds reported $9.64B of Western Union stock for Q2 2019, up 16% quarter-over-quarter.
  • 49 funds opened new Western Union positions in Q2 2019 and 63 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q2 2019 was Independent Franchise Partners, an estimated $304M added.
  • The largest Western Union seller in Q2 2019 was D.E. Shaw & Co, an estimated $51.7M sold.

Based on aggregated 13F filings for Q2 2019.