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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
MME
401
Meag Munich Ergo
Germany
$291K +$278K +11,792 New
IFS
402
Ifrah Financial Services
Arkansas
$288K -$8.71K -370 -3%
GT
403
Glenmede Trust
Pennsylvania
$285K -$621K -26,384 -69%
SWM
404
Spire Wealth Management
Virginia
$285K +$265K +11,242 New
KRSITF
405
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$280K +$2.85K +121 +1%
CCA
406
Cobblestone Capital Advisors
New York
$275K +$23.4K +995 +10%
EP
407
Eudaimonia Partners
Tennessee
$273K
Wolverine Trading
408
Wolverine Trading
Illinois
$272K +$258K +10,945 New
CI Investments Inc
409
CI Investments Inc
Ontario, Canada
$268K -$13.7K -582 -5%
WAM
410
Wakefield Asset Management
Colorado
$261K -$1.81K -77 -0.7%
SLF
411
Sun Life Financial
Ontario, Canada
$257K +$67.2K +2,855 +38%
LCM
412
LVM Capital Management
Michigan
$256K -$13.5K -575 -5%
EH
413
Equitable Holdings
New York
$247K
BC
414
Barnett & Company
Tennessee
$247K +$235K +10,000 New
BLAM
415
Bourne Lent Asset Management
New York
$246K
KPWS
416
Kestra Private Wealth Services
Texas
$246K +$235K +9,973 New
AII
417
AGF Investments Inc
Ontario, Canada
$241K -$5.93K -252 -3%
MCWS
418
McKinley Carter Wealth Services
West Virginia
$236K
DT
419
Diversified Trust
Tennessee
$229K -$81.3K -3,452 -27%
SPC
420
Sigma Planning Corp
Michigan
$229K +$218K +9,276 New
KFP
421
KB Financial Partners
New Jersey
$221K +$211K +8,971 New
ACP
422
Ashfield Capital Partners
California
$219K -$34.4K -1,462 -14%
OWA
423
One Wealth Advisors
California
$209K -$174K -7,412 -47%
IA
424
IFP Advisors
Florida
$209K +$41.3K +1,754 +26%
LI
425
LVZ Inc
Michigan
$206K +$197K +8,366 New

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.