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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
HAIM
351
Hunter Associates Investment Management
Pennsylvania
$189K
PI
352
Putnam Investments
Massachusetts
$186K +$387 +28 +0.2%
BAM
353
Blueshift Asset Management
New Jersey
$185K +$185K +13,408 New
LI
354
LVZ Inc
Michigan
$181K +$11.6K +841 +7%
FNT
355
First National Trust
Pennsylvania
$175K -$9.02K -653 -5%
ASN
356
Advisory Services Network
Georgia
$174K -$102K -7,364 -37%
WP
357
WealthSource Partners
California
$173K +$1.31K +95 +0.8%
FWM
358
Fingerlakes Wealth Management
New York
$173K -$7.88K -571 -4%
VPIM
359
Vanguard Personalized Indexing Management
California
$170K -$63.1K -4,573 -27%
Vontobel Holding
360
Vontobel Holding
Switzerland
$167K -$274K -19,867 -62%
Verition Fund Management
361
Verition Fund Management
Connecticut
$166K -$1.29M -93,213 -89%
CF
362
Cantor Fitzgerald
New York
$165K -$65.6K -4,750 -28%
CPO
363
Cerity Partners OCIO
New York
$163K +$2.32K +168 +1%
TI
364
TTP Investments
California
$163K -$5.96K -432 -4%
PCMC
365
Paragon Capital Management (Colorado)
Colorado
$162K
CGA
366
Crescent Grove Advisors
Illinois
$156K +$157K +11,345 New
NB
367
Northwest Bancshares
Pennsylvania
$155K -$2.67K -193 -2%
TRCT
368
Tower Research Capital (TRC)
New York
$153K -$232K -16,783 -60%
TLP
369
Tri Locum Partners
New York
$153K +$153K +11,096 New
MCA
370
MSH Capital Advisors
Arizona
$152K +$4.49K +325 +3%
PA
371
Parallel Advisors
California
$151K +$64.3K +4,659 +74%
PTC
372
Philadelphia Trust Company
Pennsylvania
$151K
BFM
373
Boothbay Fund Management
New York
$151K +$151K +10,964 New
CCIA
374
Campbell & Co Investment Adviser
Maryland
$147K -$19.2K -1,393 -12%
SBH
375
Segall Bryant & Hamill
Illinois
$146K

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.