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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
AAM
301
Auxier Asset Management
Oregon
$356K -$3.44K -249 -1%
FL
302
Fort LP
Maryland
$349K -$77.6K -5,617 -18%
MC
303
Maverick Capital
Texas
$340K +$79.6K +5,763 +30%
AG
304
AIA Group
Hong Kong
$332K +$147K +10,654 +79%
IA
305
IFP Advisors
Florida
$331K -$3.15K -228 -1%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$322K -$34.7K -2,511 -10%
PAM
307
Premier Asset Management
Illinois
$316K +$120K +8,710 +61%
SG Americas Securities
308
SG Americas Securities
New York
$316K -$161K -11,688 -34%
CWA
309
Centennial Wealth Advisory
Michigan
$312K +$42.4K +3,070 +16%
CIBC Asset Management
310
CIBC Asset Management
Ontario, Canada
$311K -$131K -9,516 -30%
LCM
311
Linker Capital Management
Kentucky
$308K
OFG
312
OmniStar Financial Group
North Carolina
$308K -$34.9K -2,526 -10%
CG
313
Cutler Group
California
$307K +$252K +18,248 +445%
HDIM
314
Hanson & Doremus Investment Management
Vermont
$299K -$26.4K -1,914 -8%
Daiwa Securities Group
315
Daiwa Securities Group
Japan
$290K +$20.7K +1,500 +8%
RWM
316
Ritholtz Wealth Management
New York
$287K -$97.2K -7,040 -25%
Public Sector Pension Investment Board (PSP Investments)
317
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$286K +$286K +20,742 New
CAN
318
Cetera Advisor Networks
California
$284K +$26.6K +1,925 +10%
SCM
319
Shelton Capital Management
Colorado
$280K -$7.33K -531 -3%
PCMF
320
Private Capital Management (Florida)
Florida
$275K
Susquehanna International Group
321
Susquehanna International Group
Pennsylvania
$272K +$273K +19,778 New
API
322
Advisor Partners II
California
$272K +$272K +19,724 New
US Bancorp
323
US Bancorp
Minnesota
$270K -$21.6K -1,566 -7%
PMEF
324
Point72 Middle East FZE
United Arab Emirates
$255K +$256K +18,506 New
Mariner
325
Mariner
Kansas
$254K -$208K -15,050 -45%

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.