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Western Union

514 hedge funds and large institutions have $7.26B invested in Western Union in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 173 increasing their positions, 210 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $7B → $7.26B (+$257M)

0.71% more ownership

Funds ownership: 98.14%98.86% (+0.71%)

5% less funds holding

Funds holding: 543514 (-29)

18% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 210

32% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 76

32% less call options, than puts

Call options by funds: $40.1M | Put options by funds: $59.1M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
514
Holders Change
-29
Holders Change %
-5.34%
% of All Funds
8.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
173
Reduced
210
Closed
76
Calls
$40.1M
Puts
$59.1M
Net Calls
-$19M
Net Calls Change
-$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
326
Bartlett & Co Wealth Management
Ohio
$354K -$27.7K -1,500 -7%
SIA
327
SkyView Investment Advisors
New Jersey
$353K +$325K +17,560 +1,349%
IC
328
IEQ Capital
California
$351K +$26K +1,404 +8%
EOJOAM
329
E. Ohman J:or Asset Management
Sweden
$343K
OFG
330
OmniStar Financial Group
North Carolina
$342K +$109K +5,906 +48%
SC
331
Schulhoff & Co
Ohio
$341K -$27.7K -1,500 -8%
IC
332
Intersect Capital
California
$339K +$335K +18,092 New
SI
333
Stephens Inc
Arkansas
$338K -$159K -8,586 -32%
WP
334
WealthSource Partners
California
$336K -$8.45K -457 -2%
KFP
335
KB Financial Partners
New Jersey
$333K +$30K +1,622 +10%
NIMI
336
Natixis Investment Managers International
France
$331K +$327K +17,689 New
Cetera Investment Advisers
337
Cetera Investment Advisers
Illinois
$324K +$49.3K +2,663 +18%
IA
338
IFP Advisors
Florida
$315K -$906 -49 -0.3%
EFS
339
Essex Financial Services
Connecticut
$311K +$23.2K +1,255 +8%
WCM
340
Wedge Capital Management
North Carolina
$307K +$303K +16,364 New
BL
341
Balentine LLC
Georgia
$302K +$69.2K +3,740 +30%
DI
342
Diligent Investors
California
$300K -$18.5K -1,000 -6%
VAS
343
Vestmark Advisory Solutions
Massachusetts
$296K -$40.9K -2,214 -12%
MAM
344
Meeder Asset Management
Ohio
$296K +$292K +15,776 New
SBH
345
Segall Bryant & Hamill
Illinois
$293K -$1.59K -86 -0.5%
PWP
346
Principle Wealth Partners
Connecticut
$289K
NICM
347
Neo Ivy Capital Management
New York
$288K +$100K +5,411 +54%
ACP
348
Arcus Capital Partners
Georgia
$281K
SYBT
349
Stock Yards Bank & Trust
Kentucky
$281K
TIS
350
Tortoise Index Solutions
Kansas
$280K +$19.1K +1,030 +7%

WU Hedge Fund Activity: Q1 2022 in Review

514 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2022, worth a combined $7.26B — up 3.7% from $7B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of WU and 52 opened new positions — a net loss of 24 holders — while 210 trimmed existing stakes and 173 added.

The largest buyer was Goldman Sachs, adding an estimated $65.1M. The largest seller was Clarkston Capital Partners, exiting entirely with an estimated $159M sold.

  • 514 institutional investors held Western Union (WU) as of Q1 2022, down from 543 in Q4 2021.
  • Funds reported $7.26B of Western Union stock for Q1 2022, up 3.7% quarter-over-quarter.
  • 52 funds opened new Western Union positions in Q1 2022 and 76 closed out, a net change of -24 holders.
  • The largest Western Union buyer in Q1 2022 was Goldman Sachs, an estimated $65.1M added.
  • The largest Western Union seller in Q1 2022 was Clarkston Capital Partners, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2022.