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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
UB
426
UMB Bank
Missouri
$24K -$27.9K -1,511 -54%
SSB
427
Sandy Spring Bank
Maryland
$23K
APA
428
American Portfolios Advisors
New York
$22.8K +$1.65K +89 +8%
CFB
429
Cullen/Frost Bankers
Texas
$22K
HNB
430
Huntington National Bank
Ohio
$22K
PMFA
431
Plante Moran Financial Advisors
Michigan
$21K -$2.4K -130 -10%
JFA
432
JNBA Financial Advisors
Minnesota
$21K
HCP
433
Hexagon Capital Partners
Arkansas
$21K +$4.68K +253 +28%
T
434
TCWP
Ohio
$21K +$21.3K +1,154 New
FEG
435
Financial Enhancement Group
Indiana
$19K
SCA
436
Stonebridge Capital Advisors
Minnesota
$19K
MCC
437
Money Concepts Capital
Florida
$19K +$18.5K +1,000 New
DFCM
438
Dark Forest Capital Management
Puerto Rico
$18K -$8.36K -452 -31%
PFGIA
439
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$185 +10 +1%
GWM
440
Geneos Wealth Management
Colorado
$17K -$45.9K -2,482 -72%
LC
441
Lindbrook Capital
California
$17K +$592 +32 +4%
PWMG
442
Prestige Wealth Management Group
New Jersey
$16K +$12.3K +664 +330%
EI
443
Ellevest Inc
New York
$15K -$11K -596 -43%
TFA
444
Toth Financial Advisory
Virginia
$15K -$1.85K -100 -11%
OC
445
Oakworth Capital
Alabama
$15K
PFS
446
Prospera Financial Services
Texas
$13K -$1.2M -65,000 -99%
AF
447
Allworth Financial
California
$13K -$36.9K -1,993 -74%
AWM
448
Avior Wealth Management
Nebraska
$11K +$55 +3 +0.5%
Macquarie Group
449
Macquarie Group
Australia
$10.7K
FHA
450
First Horizon Advisors
Tennessee
$10K -$40.2K -2,171 -81%

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.