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Western Union

505 hedge funds and large institutions have $6.21B invested in Western Union in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 177 increasing their positions, 197 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

1.02% less ownership

Funds ownership: 98.86%97.84% (-1%)

2% less funds holding

Funds holding: 514505 (-9)

10% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 197

14% less capital invested

Capital invested by funds: $7.26B → $6.21B (-$1.05B)

37% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $36.1M

Holders
505
Holders Change
-9
Holders Change %
-1.75%
% of All Funds
8.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
57
Increased
177
Reduced
197
Closed
58
Calls
$22.8M
Puts
$36.1M
Net Calls
-$13.4M
Net Calls Change
+$5.64M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
426
Huntington National Bank
Ohio
$19K
PMFA
427
Plante Moran Financial Advisors
Michigan
$19K +$247 +14 +1%
BTI
428
Blue Trust Inc
Georgia
$18K +$17.1K +969 New
RTC
429
Riverview Trust Company
Washington
$17K -$18K -1,022 -50%
VNA
430
Valley National Advisers
Pennsylvania
$17K -$5.82K -330 -25%
JFA
431
JNBA Financial Advisors
Minnesota
$17K -$1.3K -74 -7%
MCC
432
Money Concepts Capital
Florida
$17K
SWM
433
SeaCrest Wealth Management
New York
$17K +$18.2K +1,031 New
FEG
434
Financial Enhancement Group
Indiana
$16K
SCA
435
Stonebridge Capital Advisors
Minnesota
$16K
PFGIA
436
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$194 +11 +1%
OC
437
Oakworth Capital
Alabama
$13K
TFA
438
Toth Financial Advisory
Virginia
$13K
PWMG
439
Prestige Wealth Management Group
New Jersey
$12K -$2.87K -163 -19%
CWP
440
Concord Wealth Partners
Virginia
$11K +$3.81K +216 +46%
AWM
441
Avior Wealth Management
Nebraska
$10K +$53 +3 +0.5%
ACM
442
AUA Capital Management
Pennsylvania
$9K
PFBT
443
Parkside Financial Bank & Trust
Missouri
$9K
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$8K -$14.9K -848 -63%
Bessemer Group
445
Bessemer Group
New Jersey
$7K -$55.2K -3,129 -89%
AssetMark Inc
446
AssetMark Inc
California
$7K -$476 -27 -6%
HPC
447
HM Payson & Co
Maine
$7K
SAM
448
Strategic Asset Management
Minnesota
$7K
LC
449
Lindbrook Capital
California
$6K -$9.06K -514 -58%
ZB
450
Zions Bancorporation
Utah
$6K -$1.57K -89 -20%

WU Hedge Fund Activity: Q2 2022 in Review

505 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2022, worth a combined $6.21B — down 14% from $7.26B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of WU and 57 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 177 added.

The largest buyer was Morgan Stanley, adding an estimated $33.6M. The largest seller was Goldman Sachs, cutting an estimated $65.7M.

  • 505 institutional investors held Western Union (WU) as of Q2 2022, down from 514 in Q1 2022.
  • Funds reported $6.21B of Western Union stock for Q2 2022, down 14% quarter-over-quarter.
  • 57 funds opened new Western Union positions in Q2 2022 and 58 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q2 2022 was Morgan Stanley, an estimated $33.6M added.
  • The largest Western Union seller in Q2 2022 was Goldman Sachs, an estimated $65.7M sold.

Based on aggregated 13F filings for Q2 2022.