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Western Union

515 hedge funds and large institutions have $5.18B invested in Western Union in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 180 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

11% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 180

2% more funds holding

Funds holding: 505515 (+10)

1.65% more ownership

Funds ownership: 97.84%99.49% (+1.7%)

8% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $35M

17% less capital invested

Capital invested by funds: $6.21B → $5.18B (-$1.03B)

Holders
515
Holders Change
+10
Holders Change %
+1.98%
% of All Funds
8.87%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
49
Increased
200
Reduced
180
Closed
35
Calls
$37.6M
Puts
$35M
Net Calls
+$2.65M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
426
Lazard Asset Management
New York
$29K +$34K +2,170 +7,000%
FHA
427
First Horizon Advisors
Tennessee
$28K -$8.73K -557 -21%
GCM
428
Gables Capital Management
Florida
$28K
EIP
429
Ellis Investment Partners
Pennsylvania
$27K
MSFP
430
Mark Sheptoff Financial Planning
Connecticut
$27K
RTC
431
Riverview Trust Company
Washington
$26K +$14.4K +916 +89%
MCM
432
MV Capital Management
Maryland
$26K +$24.8K +1,585 +461%
PB
433
Pinnacle Bancorp
Nebraska
$24K
SSB
434
Sandy Spring Bank
Maryland
$22K +$5.97K +381 +30%
CAC
435
Cowen and Company
New York
$22K +$235K +15,000 New
FMB
436
Field & Main Bank
Kentucky
$20K
CCM
437
Covington Capital Management
California
$20K +$22.9K +1,464 New
QCG
438
Quadrant Capital Group
Ohio
$19K -$9.76K -623 -30%
UB
439
UMB Bank
Missouri
$18K +$596 +38 +3%
APA
440
American Portfolios Advisors
New York
$17.3K +$1.11K +71 +6%
IAIM
441
Industrial Alliance Investment Management
Quebec, Canada
$17K +$19.7K +1,260 New
PTC
442
Private Trust Company
Ohio
$16K -$2.35K -150 -11%
CFB
443
Cullen/Frost Bankers
Texas
$16K
HNB
444
Huntington National Bank
Ohio
$16K
BTI
445
Blue Trust Inc
Georgia
$16K +$266 +17 +2%
PMFA
446
Plante Moran Financial Advisors
Michigan
$16K +$266 +17 +1%
LS
447
Livforsakringsbolaget Skandia
Sweden
$15K -$47K -3,000 -72%
DA
448
Denali Advisors
California
$15K -$10.4K -664 -38%
FEG
449
Financial Enhancement Group
Indiana
$14K
JFA
450
JNBA Financial Advisors
Minnesota
$14K

WU Hedge Fund Activity: Q3 2022 in Review

515 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2022, worth a combined $5.18B — down 17% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WU positions and 35 closed out — a net gain of 14 holders — while 200 added to existing stakes and 180 trimmed.

The largest buyer was Amundi, adding an estimated $78.1M. The largest seller was Fidelity Investments, cutting an estimated $85.9M.

  • 515 institutional investors held Western Union (WU) as of Q3 2022, up from 505 in Q2 2022.
  • Funds reported $5.18B of Western Union stock for Q3 2022, down 17% quarter-over-quarter.
  • 49 funds opened new Western Union positions in Q3 2022 and 35 closed out, a net change of +14 holders.
  • The largest Western Union buyer in Q3 2022 was Amundi, an estimated $78.1M added.
  • The largest Western Union seller in Q3 2022 was Fidelity Investments, an estimated $85.9M sold.

Based on aggregated 13F filings for Q3 2022.