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Western Union

580 hedge funds and large institutions have $9.09B invested in Western Union in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 173 increasing their positions, 237 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 46

4% more funds holding

Funds holding: 558580 (+22)

1% more capital invested

Capital invested by funds: $9.03B → $9.09B (+$56.4M)

2.27% less ownership

Funds ownership: 102.95%100.68% (-2.3%)

11% less call options, than puts

Call options by funds: $20.9M | Put options by funds: $23.5M

27% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 237

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
580
Holders Change
+22
Holders Change %
+3.94%
% of All Funds
10.26%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
77
Increased
173
Reduced
237
Closed
46
Calls
$20.9M
Puts
$23.5M
Net Calls
-$2.58M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
451
Steward Partners Investment Advisory
New York
$81K +$1.39K +64 +2%
M
452
MOTCO
Texas
$79K
SIM
453
Sonora Investment Management
Arizona
$76K
ZB
454
Zions Bancorporation
Utah
$73K -$673 -31 -0.9%
Fifth Third Bancorp
455
Fifth Third Bancorp
Ohio
$72K +$3.1K +143 +5%
VCG
456
Vantage Consulting Group
Virginia
$69K +$68.4K +3,154 New
PMFA
457
Plante Moran Financial Advisors
Michigan
$65K +$1.19K +55 +2%
CIA
458
CSat Investment Advisory
Michigan
$64K -$5.92K -273 -9%
WTC
459
WhitTier Trust Company
Nevada
$62K +$11.8K +543 +24%
FMP
460
Financial Management Professionals
Texas
$61K +$2.78K +128 +5%
SCM
461
Silvant Capital Management
Georgia
$60K
SMG
462
Spectrum Management Group
Indiana
$59K -$2.52M -116,126 -98%
IRC
463
Investors Research Corp
Georgia
$59K
MAM
464
Meeder Asset Management
Ohio
$57K +$27.9K +1,288 +100%
Parallax Volatility Advisers
465
Parallax Volatility Advisers
California
$57K +$38.2K +1,761 +213%
IFAM
466
Institutional & Family Asset Management
Colorado
$56K -$2.67K -123 -5%
FMT
467
First Mercantile Trust
Tennessee
$54K -$7.88K -363 -13%
QCG
468
Quadrant Capital Group
Ohio
$54K -$130 -6 -0.2%
MCM
469
McMillion Capital Management
North Carolina
$54K +$53.2K +2,450 New
MIFH
470
Migdal Insurance & Financial Holdings
Israel
$53K -$4.82K -222 -8%
GWM
471
Geneos Wealth Management
Colorado
$53K +$19.4K +893 +60%
IA
472
Inspire Advisors
Idaho
$52K +$51.8K +2,388 New
FA
473
Fortis Advisors
Pennsylvania
$51K
FPS
474
Fieldpoint Private Securities
Connecticut
$47K +$46.4K +2,140 New
TFS
475
TrustCore Financial Services
Tennessee
$46K

WU Hedge Fund Activity: Q4 2020 in Review

580 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2020, worth a combined $9.09B — up 0.62% from $9.03B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WU positions and 46 closed out — a net gain of 31 holders — while 173 added to existing stakes and 237 trimmed.

The largest buyer was VanEck Associates, adding an estimated $53.3M. The largest seller was Citadel Advisors, cutting an estimated $146M.

  • 580 institutional investors held Western Union (WU) as of Q4 2020, up from 558 in Q3 2020.
  • Funds reported $9.09B of Western Union stock for Q4 2020, up 0.62% quarter-over-quarter.
  • 77 funds opened new Western Union positions in Q4 2020 and 46 closed out, a net change of +31 holders.
  • The largest Western Union buyer in Q4 2020 was VanEck Associates, an estimated $53.3M added.
  • The largest Western Union seller in Q4 2020 was Citadel Advisors, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2020.