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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
EFI
376
EHP Funds Inc
Canada
$146K +$146K +10,600 New
DADC
377
D.A. Davidson & Co
Montana
$145K +$456 +33 +0.3%
GWM
378
Geneos Wealth Management
Colorado
$145K +$66.2K +4,797 +84%
Wolverine Trading
379
Wolverine Trading
Illinois
$141K +$142K +10,273 New
PCS
380
Personal CFO Solutions
New Jersey
$141K -$542K -39,235 -79%
OC
381
Oppenheimer & Co
New York
$140K +$140K +10,148 New
Impax Asset Management Group
382
Impax Asset Management Group
United Kingdom
$139K -$41.2K -2,981 -23%
EH
383
Equitable Holdings
New York
$138K
VI
384
Vestcor Inc
New Brunswick, Canada
$125K
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$121K -$43.1K -3,120 -26%
DMBA
386
Deseret Mutual Benefit Administrators
Utah
$108K -$78.8K -5,709 -42%
C
387
Covestor
United Kingdom
$107K +$16.2K +1,174 +18%
IAIM
388
Industrial Alliance Investment Management
Quebec, Canada
$104K +$86.9K +6,295 +500%
SOW
389
State of Wyoming
Wyoming
$103K +$15.6K +1,131 +18%
BAM
390
Belpointe Asset Management
Nevada
$100K +$100K +7,260 New
O
391
Ossiam
France
$98.2K
First Manhattan
392
First Manhattan
New York
$96K -$248K -17,990 -72%
Capstone Investment Advisors
393
Capstone Investment Advisors
New York
$89.9K -$258K -18,691 -74%
Group One Trading
394
Group One Trading
Illinois
$83.1K -$1.27M -91,733 -94%
WTC
395
WhitTier Trust Company
Nevada
$81.3K +$28K +2,027 +52%
OWA
396
One Wealth Advisors
California
$76.4K +$76.6K +5,548 New
ACA
397
Atlas Capital Advisors
Wyoming
$71.6K -$81.7K -5,914 -53%
CB
398
Centennial Bank
Arkansas
$61.8K +$61.9K +4,486 New
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$61K -$6.72K -487 -10%
AWM
400
Accurate Wealth Management
Florida
$49.8K +$47.6K +3,446 New

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.