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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
SYBT
376
Stock Yards Bank & Trust
Kentucky
$370K
AP
377
Advisor Partners
California
$368K +$10.5K +446 +3%
JIC
378
Johnson Investment Counsel
Ohio
$366K
CI
379
Cigna Investments
Connecticut
$364K +$13K +551 +4%
SC
380
Schulhoff & Co
Ohio
$362K
WAM
381
World Asset Management
Michigan
$361K -$16.1K -685 -5%
BCM
382
Bayesian Capital Management
New York
$360K +$344K +14,600 New
Assenagon Asset Management
383
Assenagon Asset Management
Luxembourg
$351K -$51.9K -2,205 -13%
IC
384
Intersect Capital
California
$351K +$42.6K +1,811 +15%
IRF
385
IBM Retirement Fund
New York
$342K -$28.9K -1,229 -8%
ACM
386
AlphaCrest Capital Management
New York
$341K -$1.48M -62,715 -82%
IIC
387
Ironwood Investment Counsel
Arizona
$340K -$1.3M -55,318 -80%
HAIM
388
Hunter Associates Investment Management
Pennsylvania
$338K
Impax Asset Management Group
389
Impax Asset Management Group
United Kingdom
$324K +$14.8K +628 +5%
SS
390
Simplicity Solutions
Minnesota
$323K -$1.4M -59,265 -82%
OFG
391
OmniStar Financial Group
North Carolina
$323K +$308K +13,102 New
CA
392
Crumly & Associates
Illinois
$317K +$303K +12,860 New
IIC
393
Integrated Investment Consultants
Michigan
$314K +$659 +28 +0.2%
PAG
394
Private Advisor Group
New Jersey
$300K +$12.2K +520 +4%
RVPG
395
Relative Value Partners Group
$296K
MML Investors Services
396
MML Investors Services
Massachusetts
$293K -$2.02K -86 -0.7%
BBVA
397
Banco Bilbao Vizcaya Argentaria
Spain
$292K +$1.11K +47 +0.4%
SFS
398
Sowell Financial Services
Arkansas
$292K +$123K +5,228 +82%
CG
399
Caprock Group
Idaho
$291K -$30.4K -1,293 -10%
PCMC
400
Paragon Capital Management (Colorado)
Colorado
$291K

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.