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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
WTC
426
WhitTier Trust Company
Nevada
$69K
GWM
427
Geneos Wealth Management
Colorado
$61K +$44.6K +2,419 +240%
PA
428
Parallel Advisors
California
$57K +$49.6K +2,687 +548%
SPIA
429
Steward Partners Investment Advisory
New York
$53K -$1.84K -100 -3%
NF
430
Norwood Financial
Pennsylvania
$51K +$52.7K +2,860 New
SCM
431
Silvant Capital Management
Georgia
$49K
National Bank of Canada
432
National Bank of Canada
Quebec, Canada
$49K +$50.5K +2,738 New
UB
433
UMB Bank
Missouri
$49K +$51.2K +2,778 New
IRC
434
Investors Research Corp
Georgia
$48K
AF
435
Allworth Financial
California
$48K +$37K +2,004 +297%
FHA
436
First Horizon Advisors
Tennessee
$47K +$25.5K +1,382 +106%
CFA
437
Carroll Financial Associates
North Carolina
$47K +$47.9K +2,599 +3,209%
QCG
438
Quadrant Capital Group
Ohio
$46K +$2.73K +148 +6%
SWM
439
Spire Wealth Management
Virginia
$42K +$43K +2,331 New
ONST
440
Old North State Trust
North Carolina
$39K
GCM
441
Gables Capital Management
Florida
$38K
TFS
442
TrustCore Financial Services
Tennessee
$38K
MSFP
443
Mark Sheptoff Financial Planning
Connecticut
$36K
TPCW
444
TD Private Client Wealth
New York
$35.4K +$8.78K +476 +32%
EIP
445
Ellis Investment Partners
Pennsylvania
$35K
PB
446
Pinnacle Bancorp
Nebraska
$31K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
447
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$30K
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$30K +$31.3K +1,699 New
A
449
AustralianSuper
Australia
$26.8K +$11.1M +602,506 +71%
DFCM
450
Dark Forest Capital Management
Puerto Rico
$26K -$21K -1,139 -44%

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.