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Western Union

558 hedge funds and large institutions have $9.03B invested in Western Union in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 196 increasing their positions, 216 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $35.3M | Put options by funds: $18.6M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $9.36B → $9.03B (-$322M)

9% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 216

2.52% less ownership

Funds ownership: 105.47%102.95% (-2.5%)

3% less funds holding

Funds holding: 575558 (-17)

22% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 64

Holders
558
Holders Change
-17
Holders Change %
-2.96%
% of All Funds
11.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
50
Increased
196
Reduced
216
Closed
64
Calls
$35.3M
Puts
$18.6M
Net Calls
+$16.8M
Net Calls Change
+$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.08B -$26.4M -1,164,082 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.03B -$40.1M -1,765,150 -4%
Capital Research Global Investors
3
Capital Research Global Investors
California
$706M +$39.7M +1,748,567 +6%
State Street
4
State Street
Massachusetts
$512M +$12.7M +559,547 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$427M -$41.1M -1,809,689 -8%
IFP
6
Independent Franchise Partners
United Kingdom
$418M -$9.14M -402,415 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$299M +$114M +5,042,905 +57%
LSV Asset Management
8
LSV Asset Management
Illinois
$220M +$7.44M +327,665 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$203M -$71.9M -3,166,486 -25%
CCP
10
Clarkston Capital Partners
Michigan
$183M -$2.99M -131,485 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$146M +$5.23M +230,265 +4%
Invesco
12
Invesco
Georgia
$138M -$44.8M -1,972,270 -23%
Northern Trust
13
Northern Trust
Illinois
$134M +$185K +8,159 +0.1%
Robeco Institutional Asset Management
14
Robeco Institutional Asset Management
Netherlands
$124M -$8.83M -388,920 -6%
AAMU
15
Amundi Asset Management US
Massachusetts
$112M +$1.1M +48,363 +0.9%
JAM
16
Jupiter Asset Management
United Kingdom
$108M -$6.92M -304,576 -6%
APG Asset Management
17
APG Asset Management
Netherlands
$106M -$5.86M -258,079 -4%
Norges Bank
18
Norges Bank
Norway
$96.2M -$5.16M -227,224 -5%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$86.8M -$30.4M -1,338,633 -25%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$83.1M -$4.44M -195,536 -5%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$81M +$10.8M +477,442 +14%
PP
22
Prudential plc
United Kingdom
$79.3M +$82.9M +3,652,788 +7,542%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$74.6M -$591K -26,050 -0.7%
Legal & General Group
24
Legal & General Group
United Kingdom
$74M -$3.8M -167,502 -5%
UBS AM
25
UBS AM
Illinois
$72.4M +$482K +21,216 +0.6%

WU Hedge Fund Activity: Q3 2020 in Review

558 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2020, worth a combined $9.03B — down 3.4% from $9.36B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of WU and 50 opened new positions — a net loss of 14 holders — while 216 trimmed existing stakes and 196 added.

The largest buyer was Citadel Advisors, adding an estimated $114M. The largest seller was Bank of New York Mellon, cutting an estimated $71.9M.

  • 558 institutional investors held Western Union (WU) as of Q3 2020, down from 575 in Q2 2020.
  • Funds reported $9.03B of Western Union stock for Q3 2020, down 3.4% quarter-over-quarter.
  • 50 funds opened new Western Union positions in Q3 2020 and 64 closed out, a net change of -14 holders.
  • The largest Western Union buyer in Q3 2020 was Citadel Advisors, an estimated $114M added.
  • The largest Western Union seller in Q3 2020 was Bank of New York Mellon, an estimated $71.9M sold.

Based on aggregated 13F filings for Q3 2020.