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Western Union

514 hedge funds and large institutions have $7.26B invested in Western Union in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 173 increasing their positions, 210 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $7B → $7.26B (+$257M)

0.71% more ownership

Funds ownership: 98.14%98.86% (+0.71%)

5% less funds holding

Funds holding: 543514 (-29)

18% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 210

32% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 76

32% less call options, than puts

Call options by funds: $40.1M | Put options by funds: $59.1M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
514
Holders Change
-29
Holders Change %
-5.34%
% of All Funds
8.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
173
Reduced
210
Closed
76
Calls
$40.1M
Puts
$59.1M
Net Calls
-$19M
Net Calls Change
-$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
Parallel Advisors
California
$75K +$13K +705 +22%
LSA
402
Leonteq Securities AG
Switzerland
$73.9K -$2.82M -152,668 -97%
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$73K -$79.5K -4,301 -52%
WTC
404
WhitTier Trust Company
Nevada
$73K
JPLA
405
Joseph P. Lucia & Associates
New York
$69K -$177K -9,550 -72%
Bessemer Group
406
Bessemer Group
New Jersey
$66K -$47K -2,541 -42%
SOW
407
State of Wyoming
Wyoming
$66K +$65K +3,515 New
DZ Bank
408
DZ Bank
Germany
$65.8K -$1.36M -73,399 -95%
S
409
SignatureFD
Georgia
$61K -$11.6K -627 -16%
SPIA
410
Steward Partners Investment Advisory
New York
$56K
NF
411
Norwood Financial
Pennsylvania
$51K -$1.85K -100 -3%
IRC
412
Investors Research Corp
Georgia
$51K
QCG
413
Quadrant Capital Group
Ohio
$50K +$1.52K +82 +3%
GCM
414
Gables Capital Management
Florida
$40K
TFS
415
TrustCore Financial Services
Tennessee
$40K
RTC
416
Riverview Trust Company
Washington
$38K +$18.9K +1,022 +100%
EIP
417
Ellis Investment Partners
Pennsylvania
$37K
MSFP
418
Mark Sheptoff Financial Planning
Connecticut
$37K
DA
419
Denali Advisors
California
$34K +$7.4K +400 +29%
PB
420
Pinnacle Bancorp
Nebraska
$33K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
421
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$31K
LAS
422
Lloyd Advisory Services
Georgia
$28K +$4.62K +250 +20%
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$25K -$6.68K -361 -21%
VNA
424
Valley National Advisers
Pennsylvania
$25K
A
425
AustralianSuper
Australia
$24.7K -$2.6M -140,840 -10%

WU Hedge Fund Activity: Q1 2022 in Review

514 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2022, worth a combined $7.26B — up 3.7% from $7B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of WU and 52 opened new positions — a net loss of 24 holders — while 210 trimmed existing stakes and 173 added.

The largest buyer was Goldman Sachs, adding an estimated $65.1M. The largest seller was Clarkston Capital Partners, exiting entirely with an estimated $159M sold.

  • 514 institutional investors held Western Union (WU) as of Q1 2022, down from 543 in Q4 2021.
  • Funds reported $7.26B of Western Union stock for Q1 2022, up 3.7% quarter-over-quarter.
  • 52 funds opened new Western Union positions in Q1 2022 and 76 closed out, a net change of -24 holders.
  • The largest Western Union buyer in Q1 2022 was Goldman Sachs, an estimated $65.1M added.
  • The largest Western Union seller in Q1 2022 was Clarkston Capital Partners, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2022.