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Western Union

543 hedge funds and large institutions have $7B invested in Western Union in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 203 increasing their positions, 173 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $87.3M | Put options by funds: $53.6M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 173

0% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 88

1% less funds holding

Funds holding: 549543 (-6)

1.31% less ownership

Funds ownership: 99.45%98.14% (-1.3%)

14% less capital invested

Capital invested by funds: $8.17B → $7B (-$1.17B)

Holders
543
Holders Change
-6
Holders Change %
-1.09%
% of All Funds
8.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
88
Increased
203
Reduced
173
Closed
88
Calls
$87.3M
Puts
$53.6M
Net Calls
+$33.7M
Net Calls Change
-$8.76M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
351
Johnson Investment Counsel
Ohio
$314K +$50.7K +2,750 +19%
IA
352
IFP Advisors
Florida
$309K -$101K -5,477 -24%
IC
353
IEQ Capital
California
$309K +$319K +17,301 New
SO
354
STRS Ohio
Ohio
$308K +$12.6K +683 +4%
SIA
355
SkyView Investment Advisors
New Jersey
$305K -$262K -14,184 -92%
DI
356
Diligent Investors
California
$303K -$286K -15,500 -48%
CT
357
Chicago Trust
Illinois
$303K
CSC
358
Cove Street Capital
California
$294K -$866K -46,964 -74%
Mercer Global Advisors
359
Mercer Global Advisors
Colorado
$293K -$62.3K -3,379 -17%
BFM
360
Boothbay Fund Management
New York
$291K +$300K +16,287 New
KFP
361
KB Financial Partners
New Jersey
$288K +$29.8K +1,617 +11%
DMBA
362
Deseret Mutual Benefit Administrators
Utah
$284K +$12.8K +694 +5%
SBH
363
Segall Bryant & Hamill
Illinois
$281K -$16.9K -914 -5%
WAM
364
Watershed Asset Management
California
$281K +$290K +15,749 New
E
365
Ergoteles
New York
$276K +$286K +15,487 New
PWP
366
Principle Wealth Partners
Connecticut
$275K +$285K +15,430 New
EFS
367
Essex Financial Services
Connecticut
$273K +$282K +15,315 New
ACP
368
Arcus Capital Partners
Georgia
$268K
RFC
369
Regions Financial Corp
Alabama
$268K
SYBT
370
Stock Yards Bank & Trust
Kentucky
$268K
IFS
371
Ifrah Financial Services
Arkansas
$267K +$5.79K +314 +2%
XT
372
XTX Topco
Cayman Islands
$262K +$74.1K +4,017 +38%
Cetera Investment Advisers
373
Cetera Investment Advisers
Illinois
$261K +$270K +14,645 New
CTC
374
Central Trust Company
Missouri
$254K +$207K +11,230 +376%
P
375
Pitcairn
Pennsylvania
$252K +$43.7K +2,371 +20%

WU Hedge Fund Activity: Q4 2021 in Review

543 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2021, worth a combined $7B — down 14% from $8.17B a quarter earlier.

Fund positioning in WU was balanced in Q4 2021: 88 funds opened new positions, 88 closed out, 203 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Invesco, cutting an estimated $145M.

  • 543 institutional investors held Western Union (WU) as of Q4 2021, down from 549 in Q3 2021.
  • Funds reported $7B of Western Union stock for Q4 2021, down 14% quarter-over-quarter.
  • 88 funds opened new Western Union positions in Q4 2021 and 88 closed out, a net change of 0 holders.
  • The largest Western Union buyer in Q4 2021 was BlackRock, an estimated $164M added.
  • The largest Western Union seller in Q4 2021 was Invesco, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2021.