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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
BlackRock
1
BlackRock
New York
$1.05B +$40.4K +1,647 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$961M +$7.85M +320,156 +0.6%
State Street
3
State Street
Massachusetts
$432M -$35.1M -1,429,935 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$411M -$211M -8,599,745 -27%
IFP
5
Independent Franchise Partners
United Kingdom
$358M -$81.8M -3,335,054 -14%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$331M -$48M -1,958,330 -10%
Capital Research Global Investors
7
Capital Research Global Investors
California
$314M -$286M -11,675,046 -40%
LSV Asset Management
8
LSV Asset Management
Illinois
$184M -$2.13M -86,914 -0.8%
CCP
9
Clarkston Capital Partners
Michigan
$157M +$2.67M +108,720 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$123M +$2.35M +95,645 +1%
APG Asset Management
11
APG Asset Management
Netherlands
$122M -$119M -4,840,442 -42%
Robeco Institutional Asset Management
12
Robeco Institutional Asset Management
Netherlands
$120M +$23M +936,712 +16%
Northern Trust
13
Northern Trust
Illinois
$117M +$1.41M +57,596 +0.9%
JAM
14
Jupiter Asset Management
United Kingdom
$113M -$101M -4,110,000 -40%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$111M +$79.1M +3,227,472 +111%
IVA
16
International Value Advisers
$99.6M +$103M +4,212,855 +329%
Invesco
17
Invesco
Georgia
$98.1M -$184M -7,489,646 -58%
Norges Bank
18
Norges Bank
Norway
$91.2M
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$73.7M +$28.7M +1,169,143 +40%
UBS AM
20
UBS AM
Illinois
$70.1M +$17.7M +721,971 +23%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$69.1M -$5.38M -219,533 -6%
Legal & General Group
22
Legal & General Group
United Kingdom
$67M +$2.04M +83,091 +2%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$64.7M +$1.65M +67,218 +2%
Swiss National Bank
24
Swiss National Bank
Switzerland
$64.4M +$10.7M +435,400 +14%
Goldman Sachs
25
Goldman Sachs
New York
$63.3M -$253K -10,300 -0.3%

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.