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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
BlackRock
1
BlackRock
New York
$1.55B +$418M +16,126,522 +39%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.41B -$23.6M -909,960 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$838M -$160M -6,167,547 -16%
Capital Research Global Investors
4
Capital Research Global Investors
California
$776M -$118M -4,535,933 -14%
State Street
5
State Street
Massachusetts
$676M +$84.7M +3,267,484 +15%
IFP
6
Independent Franchise Partners
United Kingdom
$618M -$25.6M -987,542 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$541M -$65.8M -2,535,926 -11%
Invesco
8
Invesco
Georgia
$345M -$6.06M -233,829 -2%
APG Asset Management
9
APG Asset Management
Netherlands
$276M +$92.1M +3,550,460 +44%
JAM
10
Jupiter Asset Management
United Kingdom
$276M -$42.1M -1,622,000 -14%
LSV Asset Management
11
LSV Asset Management
Illinois
$274M +$17.6M +678,270 +7%
CCP
12
Clarkston Capital Partners
Michigan
$228M -$69.2M -2,667,454 -24%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$179M +$10.3M +398,294 +6%
Northern Trust
14
Northern Trust
Illinois
$171M +$30.1M +1,161,675 +22%
Robeco Institutional Asset Management
15
Robeco Institutional Asset Management
Netherlands
$152M +$93.4M +3,603,592 +173%
Norges Bank
16
Norges Bank
Norway
$135M
AAMU
17
Amundi Asset Management US
Massachusetts
$118M +$27.1M +1,046,831 +31%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$107M -$23.2M -895,843 -18%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$102M -$14.8M -570,117 -13%
Legal & General Group
20
Legal & General Group
United Kingdom
$96.8M +$5.85M +225,606 +7%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$93.8M -$6M -231,586 -6%
Goldman Sachs
22
Goldman Sachs
New York
$93.8M -$205K -7,906 -0.2%
Deutsche Bank
23
Deutsche Bank
Germany
$93.6M +$44M +1,697,540 +94%
UBS AM
24
UBS AM
Illinois
$84.2M -$5.69M -219,565 -7%
Renaissance Technologies
25
Renaissance Technologies
New York
$83.7M -$76.4M -2,947,167 -49%

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.