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Western Union

572 hedge funds and large institutions have $10.1B invested in Western Union in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 196 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $93.8M | Put options by funds: $27.3M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

11% more capital invested

Capital invested by funds: $9.09B → $10.1B (+$999M)

7% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 196

0.85% less ownership

Funds ownership: 100.68%99.82% (-0.85%)

6% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 64

1% less funds holding

Funds holding: 580572 (-8)

Holders
572
Holders Change
-8
Holders Change %
-1.38%
% of All Funds
10.04%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
60
Increased
209
Reduced
196
Closed
64
Calls
$93.8M
Puts
$27.3M
Net Calls
+$66.5M
Net Calls Change
+$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
451
Migdal Insurance & Financial Holdings
Israel
$81K +$21K +894 +37%
PB
452
Pinnacle Bancorp
Nebraska
$80K -$14.1K -600 -16%
ZB
453
Zions Bancorporation
Utah
$78K -$3.37K -143 -4%
FMP
454
Financial Management Professionals
Texas
$75K +$6.76K +287 +10%
SCM
455
Silvant Capital Management
Georgia
$68K
IRC
456
Investors Research Corp
Georgia
$67K
NICM
457
Neo Ivy Capital Management
New York
$66K -$284K -12,061 -82%
Jones Financial Companies
458
Jones Financial Companies
Missouri
$66K +$63.1K +2,680 New
QCG
459
Quadrant Capital Group
Ohio
$60K
FMT
460
First Mercantile Trust
Tennessee
$56K -$5.04K -214 -9%
ONST
461
Old North State Trust
North Carolina
$55K -$41.5K -1,762 -44%
GWM
462
Geneos Wealth Management
Colorado
$55K -$5.41K -230 -10%
TFS
463
TrustCore Financial Services
Tennessee
$52K
GCM
464
Gables Capital Management
Florida
$52K +$11.8K +500 +31%
EIP
465
Ellis Investment Partners
Pennsylvania
$49K
MSFP
466
Mark Sheptoff Financial Planning
Connecticut
$49K
CTC
467
Central Trust Company
Missouri
$46K +$13.1K +557 +42%
GA
468
GoalVest Advisory
New York
$42K
TAIM
469
TD Ameritrade Investment Management
Nebraska
$40K
TPCW
470
TD Private Client Wealth
New York
$39.2K -$11.6K -492 -24%
PWMG
471
Prestige Wealth Management Group
New Jersey
$39K +$1.77K +75 +5%
National Pension Service
472
National Pension Service
South Korea
$38K -$3.21M -136,356 -99%
PO
473
Private Ocean
California
$38K
VNA
474
Valley National Advisers
Pennsylvania
$33K
SSB
475
Sandy Spring Bank
Maryland
$31K

WU Hedge Fund Activity: Q1 2021 in Review

572 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2021, worth a combined $10.1B — up 11% from $9.09B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of WU and 60 opened new positions — a net loss of 4 holders — while 196 trimmed existing stakes and 209 added.

The largest buyer was Goldman Sachs, adding an estimated $163M. The largest seller was Capital Research Global Investors, cutting an estimated $290M.

  • 572 institutional investors held Western Union (WU) as of Q1 2021, down from 580 in Q4 2020.
  • Funds reported $10.1B of Western Union stock for Q1 2021, up 11% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q1 2021 and 64 closed out, a net change of -4 holders.
  • The largest Western Union buyer in Q1 2021 was Goldman Sachs, an estimated $163M added.
  • The largest Western Union seller in Q1 2021 was Capital Research Global Investors, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2021.