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Western Union

505 hedge funds and large institutions have $5.18B invested in Western Union in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $24.9M

4% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 56

0% more capital invested

Capital invested by funds: $5.18B → $5.18B (+$1.8M)

7% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 194

1.29% less ownership

Funds ownership: 99.49%98.2% (-1.3%)

2% less funds holding

Funds holding: 515505 (-10)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
505
Holders Change
-10
Holders Change %
-1.94%
% of All Funds
8.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
180
Reduced
194
Closed
56
Calls
$50.4M
Puts
$24.9M
Net Calls
+$25.5M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$415K -$21.7K -1,575 -5%
LPL Financial
277
LPL Financial
California
$414K -$90K -6,519 -18%
CLOS
278
Compagnie Lombard Odier SCmA
Switzerland
$413K -$137K -9,900 -25%
RC
279
Rovin Capital
Arizona
$409K -$13.3K -962 -3%
IFG
280
Independent Financial Group
California
$407K +$2.76K +200 +0.7%
AWS
281
Atria Wealth Solutions
New York
$404K +$116K +8,398 +40%
TD Asset Management
282
TD Asset Management
Ontario, Canada
$404K +$9.66K +700 +2%
BBVA
283
Banco Bilbao Vizcaya Argentaria
Spain
$402K +$51.7K +3,747 +15%
CCP
284
Clifford Capital Partners
Utah
$401K +$402K +29,086 New
EMPI
285
Elo Mutual Pension Insurance
Finland
$400K
EGM
286
Engineers Gate Manager
New York
$399K -$1.42M -102,770 -78%
BNP Paribas Asset Management
287
BNP Paribas Asset Management
France
$396K -$4.53M -328,282 -92%
BAM
288
Boyar Asset Management
New York
$396K -$195K -14,147 -33%
Neuberger Berman Group
289
Neuberger Berman Group
New York
$395K +$119K +8,633 +43%
IWC
290
Integrated Wealth Concepts
Massachusetts
$385K +$31K +2,245 +9%
EFS
291
Essex Financial Services
Connecticut
$383K +$54.4K +3,941 +16%
AC
292
Allstate Corporation
Illinois
$382K +$383K +27,735 New
AIM
293
Allstate Investment Management
Illinois
$382K +$383K +27,735 New
ECA
294
Elevated Capital Advisors
Utah
$374K +$375K +27,195 New
CB
295
Commerce Bank
Missouri
$368K -$166 -12 -0%
IMCOOI
296
Investment Management Corp of Ontario (IMCO)
Canada
$368K +$369K +26,704 New
Prudential Financial
297
Prudential Financial
New Jersey
$364K +$345 +25 +0.1%
William Blair & Company
298
William Blair & Company
Illinois
$362K -$15.5K -1,124 -4%
ACM
299
Acrisure Capital Management
Texas
$360K +$361K +26,137 New
KI
300
Kula Investments
Illinois
$358K +$359K +26,029 New

WU Hedge Fund Activity: Q4 2022 in Review

505 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2022, worth a combined $5.18B — up 0.03% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WU positions and 56 closed out — a net gain of 2 holders — while 180 added to existing stakes and 194 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $55.2M. The largest seller was Independent Franchise Partners, cutting an estimated $116M.

  • 505 institutional investors held Western Union (WU) as of Q4 2022, down from 515 in Q3 2022.
  • Funds reported $5.18B of Western Union stock for Q4 2022, up 0.03% quarter-over-quarter.
  • 58 funds opened new Western Union positions in Q4 2022 and 56 closed out, a net change of +2 holders.
  • The largest Western Union buyer in Q4 2022 was AQR Capital Management, an estimated $55.2M added.
  • The largest Western Union seller in Q4 2022 was Independent Franchise Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2022.