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Western Union

515 hedge funds and large institutions have $5.18B invested in Western Union in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 180 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

11% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 180

2% more funds holding

Funds holding: 505515 (+10)

1.65% more ownership

Funds ownership: 97.84%99.49% (+1.7%)

8% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $35M

17% less capital invested

Capital invested by funds: $6.21B → $5.18B (-$1.03B)

Holders
515
Holders Change
+10
Holders Change %
+1.98%
% of All Funds
8.87%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
49
Increased
200
Reduced
180
Closed
35
Calls
$37.6M
Puts
$35M
Net Calls
+$2.65M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
251
Personal CFO Solutions
New Jersey
$668K +$106K +6,744 +16%
RT
252
Rockland Trust
Massachusetts
$663K +$14.1K +899 +2%
MA
253
Mutual Advisors
Nebraska
$659K +$54.2K +3,457 +8%
NAM
254
Nissay Asset Management
Japan
$656K +$16.1K +1,030 +2%
SPC
255
Sigma Planning Corp
Michigan
$652K +$17.2K +1,096 +2%
SAM
256
Shell Asset Management
Netherlands
$651K -$293K -18,718 -28%
PFO
257
Pathstone Family Office
New Jersey
$646K +$460K +29,349 +158%
KWM
258
Kingsview Wealth Management
Oregon
$637K +$400K +25,523 +118%
BCM
259
Bayesian Capital Management
New York
$633K -$18.8K -1,200 -2%
SIM
260
SummerHaven Investment Management
Connecticut
$629K +$731K +46,619 New
Truist Financial
261
Truist Financial
North Carolina
$606K -$251K -15,993 -26%
Baird Financial Group
262
Baird Financial Group
Wisconsin
$594K -$9.54K -609 -1%
RJA
263
Raymond James & Associates
Florida
$591K -$282K -17,985 -29%
BAM
264
Boyar Asset Management
New York
$579K +$97.4K +6,217 +17%
BRWA
265
B. Riley Wealth Advisors
Florida
$574K -$17.5K -1,118 -3%
OAM
266
Oppenheimer Asset Management
New York
$562K -$20.4K -1,302 -3%
TF
267
Threadgill Financial
Texas
$555K +$644K +41,080 New
Nordea Investment Management
268
Nordea Investment Management
Sweden
$543K +$72.3K +4,612 +13%
NSEDCP
269
NJ State Employees Deferred Compensation Plan
New Jersey
$540K
CLOS
270
Compagnie Lombard Odier SCmA
Switzerland
$539K
BMSSC
271
B. Metzler seel. Sohn & Co
Germany
$530K
BF
272
BOK Financial
Oklahoma
$526K +$85.7K +5,468 +16%
BCIM
273
British Columbia Investment Management
British Columbia, Canada
$521K -$113K -7,217 -16%
ETC
274
Exchange Traded Concepts
Oklahoma
$505K +$59.5K +3,796 +11%
LRIC
275
Long Road Investment Counsel
Michigan
$501K

WU Hedge Fund Activity: Q3 2022 in Review

515 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2022, worth a combined $5.18B — down 17% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WU positions and 35 closed out — a net gain of 14 holders — while 200 added to existing stakes and 180 trimmed.

The largest buyer was Amundi, adding an estimated $78.1M. The largest seller was Fidelity Investments, cutting an estimated $85.9M.

  • 515 institutional investors held Western Union (WU) as of Q3 2022, up from 505 in Q2 2022.
  • Funds reported $5.18B of Western Union stock for Q3 2022, down 17% quarter-over-quarter.
  • 49 funds opened new Western Union positions in Q3 2022 and 35 closed out, a net change of +14 holders.
  • The largest Western Union buyer in Q3 2022 was Amundi, an estimated $78.1M added.
  • The largest Western Union seller in Q3 2022 was Fidelity Investments, an estimated $85.9M sold.

Based on aggregated 13F filings for Q3 2022.