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Western Union

575 hedge funds and large institutions have $9.36B invested in Western Union in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 261 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $7.85B → $9.36B (+$1.51B)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.31% less ownership

Funds ownership: 105.78%105.47% (-0.31%)

1% less funds holding

Funds holding: 579575 (-4)

3% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 68

40% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 261

54% less call options, than puts

Call options by funds: $30.8M | Put options by funds: $67.7M

Holders
575
Holders Change
-4
Holders Change %
-0.69%
% of All Funds
11.79%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
66
Increased
157
Reduced
261
Closed
68
Calls
$30.8M
Puts
$67.7M
Net Calls
-$36.8M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.12B -$129M -6,359,333 -11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.08B -$60.6M -2,986,528 -6%
Capital Research Global Investors
3
Capital Research Global Investors
California
$674M +$282M +13,902,199 +80%
State Street
4
State Street
Massachusetts
$504M -$9.96M -490,716 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$470M -$19.7M -968,920 -4%
IFP
6
Independent Franchise Partners
United Kingdom
$431M +$3.88M +191,328 +1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$273M -$114M -5,591,914 -31%
LSV Asset Management
8
LSV Asset Management
Illinois
$215M -$4.62M -227,750 -2%
Citadel Advisors
9
Citadel Advisors
Florida
$192M +$157M +7,721,698 +663%
CCP
10
Clarkston Capital Partners
Michigan
$187M +$322K +15,855 +0.2%
Invesco
11
Invesco
Georgia
$182M +$60.6M +2,986,235 +55%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$142M -$4M -196,968 -3%
Northern Trust
13
Northern Trust
Illinois
$135M -$3.99M -196,469 -3%
Robeco Institutional Asset Management
14
Robeco Institutional Asset Management
Netherlands
$134M -$8.71M -429,180 -6%
Goldman Sachs
15
Goldman Sachs
New York
$126M +$47.6M +2,345,180 +67%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$117M -$15.1M -745,600 -12%
APG Asset Management
17
APG Asset Management
Netherlands
$116M -$14.3M -702,622 -10%
JAM
18
Jupiter Asset Management
United Kingdom
$115M -$17.8M -879,000 -14%
AAMU
19
Amundi Asset Management US
Massachusetts
$112M -$16.9M -830,701 -14%
IVA
20
International Value Advisers
$103M -$15M -736,741 -13%
Norges Bank
21
Norges Bank
Norway
$102M -$6.39M -314,808 -6%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$88M +$200K +9,874 +0.2%
Legal & General Group
23
Legal & General Group
United Kingdom
$78.2M -$1.58M -77,583 -2%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$75.8M -$1.27M -62,796 -2%
Swiss National Bank
25
Swiss National Bank
Switzerland
$74.2M -$2.41M -118,700 -3%

WU Hedge Fund Activity: Q2 2020 in Review

575 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2020, worth a combined $9.36B — up 19% from $7.85B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of WU and 66 opened new positions — a net loss of 2 holders — while 261 trimmed existing stakes and 157 added.

The largest buyer was Capital Research Global Investors, adding an estimated $282M. The largest seller was BlackRock, cutting an estimated $129M.

  • 575 institutional investors held Western Union (WU) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $9.36B of Western Union stock for Q2 2020, up 19% quarter-over-quarter.
  • 66 funds opened new Western Union positions in Q2 2020 and 68 closed out, a net change of -2 holders.
  • The largest Western Union buyer in Q2 2020 was Capital Research Global Investors, an estimated $282M added.
  • The largest Western Union seller in Q2 2020 was BlackRock, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2020.