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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
Dimensional Fund Advisors
401
Dimensional Fund Advisors
Texas
$43.8K +$5.74M +415,611 +15%
S
402
SignatureFD
Georgia
$43.6K +$12.1K +879 +38%
AF
403
Allworth Financial
California
$41.1K -$31.7K -2,296 -43%
SPIA
404
Steward Partners Investment Advisory
New York
$40.6K
HCP
405
Hexagon Capital Partners
Arkansas
$40.4K +$5.47K +396 +16%
NF
406
Norwood Financial
Pennsylvania
$38K
EI
407
Ellevest Inc
New York
$37.4K -$35.3K -2,557 -48%
IRC
408
Investors Research Corp
Georgia
$37.2K
Fifth Third Bancorp
409
Fifth Third Bancorp
Ohio
$35.6K +$5.48K +397 +18%
BTI
410
Blue Trust Inc
Georgia
$34K +$21.5K +1,554 +158%
YDMI
411
Y.D. More Investments
Israel
$31.2K +$109K +7,926 New
LSA
412
Leonteq Securities AG
Switzerland
$30.6K +$30.5K +2,212 +20,109%
Loomis, Sayles & Company
413
Loomis, Sayles & Company
Massachusetts
$30K +$25.2K +1,824 +507%
MSFP
414
Mark Sheptoff Financial Planning
Connecticut
$27.5K
QCG
415
Quadrant Capital Group
Ohio
$26.9K +$7.39K +535 +38%
PB
416
Pinnacle Bancorp
Nebraska
$24K
SSB
417
Sandy Spring Bank
Maryland
$22.5K
GCM
418
Gables Capital Management
Florida
$22.2K -$6.9K -500 -24%
MCC
419
Money Concepts Capital
Florida
$22K +$8.28K +600 +60%
PTC
420
Private Trust Company
Ohio
$22K +$5.59K +405 +34%
BWAM
421
Boyd Watterson Asset Management
Ohio
$21.3K +$21.4K +1,547 New
MCM
422
MV Capital Management
Maryland
$20.9K -$5.65K -409 -21%
FMB
423
Field & Main Bank
Kentucky
$20.7K
GPI
424
General Partner Inc
Pennsylvania
$20.7K +$20.7K +1,500 New
CA
425
Centerpoint Advisors
Massachusetts
$20K +$20.4K +1,481 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.