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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
RIM
376
Redpoint Investment Management
Australia
$249K
TIS
377
Tortoise Index Solutions
Kansas
$248K +$9.96K +540 +4%
VPIM
378
Vanguard Personalized Indexing Management
California
$245K -$114K -6,195 -31%
JPLA
379
Joseph P. Lucia & Associates
New York
$236K -$168K -9,125 -41%
MF
380
Magnetar Financial
Illinois
$235K -$1.84M -100,028 -88%
FNT
381
First National Trust
Pennsylvania
$233K -$45.6K -2,475 -16%
Lazard Asset Management
382
Lazard Asset Management
New York
$228K +$7.29K +395 +3%
FWM
383
Fingerlakes Wealth Management
New York
$225K +$233K +12,655 New
HWIS
384
Hancock Whitney Investment Services
Louisiana
$223K +$230K +12,494 New
RC
385
RegentAtlantic Capital
New Jersey
$223K +$231K +12,504 New
Impax Asset Management Group
386
Impax Asset Management Group
United Kingdom
$222K -$13.1K -712 -5%
OFG
387
OmniStar Financial Group
North Carolina
$221K -$28.1K -1,524 -11%
BL
388
Balentine LLC
Georgia
$221K +$228K +12,380 New
JGC
389
J. Goldman & Co
New York
$219K -$3.71M -201,372 -94%
JSW
390
Journey Strategic Wealth
New Jersey
$217K +$225K +12,185 New
LI
391
LVZ Inc
Michigan
$213K +$220K +11,938 New
QTM
392
qPULA Trading Management
New York
$212K -$70.8K -3,841 -24%
IF
393
IRON Financial
Illinois
$212K +$8.15K +442 +4%
PCMC
394
Paragon Capital Management (Colorado)
Colorado
$211K
IIC
395
Ironwood Investment Counsel
Arizona
$208K
GCM
396
Graham Capital Management
Connecticut
$207K +$214K +11,612 New
CCA
397
Cobblestone Capital Advisors
New York
$205K -$61.9K -3,354 -23%
IA
398
IndexIQ Advisors
New York
$204K +$81.1K +4,396 +62%
CCM
399
Coldstream Capital Management
Washington
$204K +$211K +11,433 New
NB
400
Northwest Bancshares
Pennsylvania
$203K -$127K -6,894 -38%

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.