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Western Union

572 hedge funds and large institutions have $10.1B invested in Western Union in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 196 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $93.8M | Put options by funds: $27.3M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

11% more capital invested

Capital invested by funds: $9.09B → $10.1B (+$999M)

7% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 196

0.85% less ownership

Funds ownership: 100.68%99.82% (-0.85%)

6% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 64

1% less funds holding

Funds holding: 580572 (-8)

Holders
572
Holders Change
-8
Holders Change %
-1.38%
% of All Funds
10.04%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
60
Increased
209
Reduced
196
Closed
64
Calls
$93.8M
Puts
$27.3M
Net Calls
+$66.5M
Net Calls Change
+$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$779K -$33K -1,402 -4%
BS
302
Banco Santander
Spain
$776K -$100K -4,248 -12%
CGH
303
Crossmark Global Holdings
Texas
$776K -$94.9K -4,030 -11%
MSRPS
304
Maryland State Retirement & Pension System
Maryland
$772K +$737K +31,296 New
DCM
305
Dupont Capital Management
Delaware
$768K +$565K +23,981 +335%
CT
306
Coastline Trust
Rhode Island
$763K +$379K +16,090 +108%
DZ Bank
307
DZ Bank
Germany
$763K -$14.3M -605,458 -95%
V
308
Veritable
Delaware
$759K +$34.5K +1,467 +5%
VCA
309
Verdence Capital Advisors
Maryland
$749K -$161K -6,857 -18%
VI
310
Versor Investments
New York
$748K +$714K +30,337 New
ACP
311
Arcus Capital Partners
Georgia
$740K
RWM
312
Ritholtz Wealth Management
New York
$737K +$40.7K +1,729 +6%
EMPI
313
Elo Mutual Pension Insurance
Finland
$731K +$10.3K +438 +1%
TRSOTSOK
314
Teachers Retirement System of the State of Kentucky
Kentucky
$725K -$100K -4,250 -13%
IG
315
ING Group
Netherlands
$716K -$91.7K -3,897 -12%
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$715K -$80.8K -3,431 -11%
BF
317
BOK Financial
Oklahoma
$698K -$576K -24,474 -46%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$678K
AFA
319
Abacus FCF Advisors
Florida
$671K +$623K +26,469 New
VAS
320
Vestmark Advisory Solutions
Massachusetts
$670K +$140K +5,941 +28%
AAM
321
Auxier Asset Management
Oregon
$667K -$11.4K -484 -2%
CL
322
CSS LLC
Illinois
$660K +$630K +26,748 New
Marshall Wace
323
Marshall Wace
United Kingdom
$658K +$628K +26,685 New
Parallax Volatility Advisers
324
Parallax Volatility Advisers
California
$654K +$563K +23,933 +925%
NMERB
325
New Mexico Educational Retirement Board
New Mexico
$651K

WU Hedge Fund Activity: Q1 2021 in Review

572 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2021, worth a combined $10.1B — up 11% from $9.09B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of WU and 60 opened new positions — a net loss of 4 holders — while 196 trimmed existing stakes and 209 added.

The largest buyer was Goldman Sachs, adding an estimated $163M. The largest seller was Capital Research Global Investors, cutting an estimated $290M.

  • 572 institutional investors held Western Union (WU) as of Q1 2021, down from 580 in Q4 2020.
  • Funds reported $10.1B of Western Union stock for Q1 2021, up 11% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q1 2021 and 64 closed out, a net change of -4 holders.
  • The largest Western Union buyer in Q1 2021 was Goldman Sachs, an estimated $163M added.
  • The largest Western Union seller in Q1 2021 was Capital Research Global Investors, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2021.