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Western Union

549 hedge funds and large institutions have $8.17B invested in Western Union in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 196 increasing their positions, 209 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $70.2M | Put options by funds: $27.7M

0.04% more ownership

Funds ownership: 99.42%99.45% (+0.04%)

6% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 209

3% less funds holding

Funds holding: 567549 (-18)

12% less capital invested

Capital invested by funds: $9.33B → $8.17B (-$1.16B)

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
549
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
9.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
45
Increased
196
Reduced
209
Closed
57
Calls
$70.2M
Puts
$27.7M
Net Calls
+$42.4M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
451
Next Financial Group
Texas
$42K +$21.2K +960 +83%
EIP
452
Ellis Investment Partners
Pennsylvania
$40K
MSFP
453
Mark Sheptoff Financial Planning
Connecticut
$40K
CG
454
Cutler Group
California
$37K -$32.7K -1,479 -44%
PB
455
Pinnacle Bancorp
Nebraska
$35K
Loomis, Sayles & Company
456
Loomis, Sayles & Company
Massachusetts
$35K +$5.01K +227 +15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
457
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34K
PWMG
458
Prestige Wealth Management Group
New Jersey
$31K -$1.44K -65 -4%
TPCW
459
TD Private Client Wealth
New York
$30.5K -$1.61K -73 -5%
GKWIM
460
Gerber Kawasaki Wealth & Investment Management
California
$29K +$31.9K +1,442 New
VNA
461
Valley National Advisers
Pennsylvania
$27K
FHA
462
First Horizon Advisors
Tennessee
$26K +$13.7K +618 +91%
FPS
463
Fieldpoint Private Securities
Connecticut
$25K -$40.7K -1,842 -60%
SSB
464
Sandy Spring Bank
Maryland
$25K
CFB
465
Cullen/Frost Bankers
Texas
$24K -$64.4K -2,915 -71%
HNB
466
Huntington National Bank
Ohio
$24K
PMFA
467
Plante Moran Financial Advisors
Michigan
$23K -$6.38K -289 -21%
APA
468
American Portfolios Advisors
New York
$22.7K +$4.42K +200 +22%
DAM
469
Delta Asset Management
Tennessee
$22K
JFA
470
JNBA Financial Advisors
Minnesota
$22K
LAS
471
Lloyd Advisory Services
Georgia
$22K +$12.9K +583 +115%
AL
472
ADE LLC
Maryland
$21K -$56.9K -2,575 -71%
RTC
473
Riverview Trust Company
Washington
$21K
SCA
474
Stonebridge Capital Advisors
Minnesota
$20K -$23.9K -1,082 -52%
GWM
475
Geneos Wealth Management
Colorado
$20K +$66 +3 +0.3%

WU Hedge Fund Activity: Q3 2021 in Review

549 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2021, worth a combined $8.17B — down 12% from $9.33B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of WU and 45 opened new positions — a net loss of 12 holders — while 209 trimmed existing stakes and 196 added.

The largest buyer was VanEck Associates, adding an estimated $105M. The largest seller was Two Sigma Investments, cutting an estimated $56.1M.

  • 549 institutional investors held Western Union (WU) as of Q3 2021, down from 567 in Q2 2021.
  • Funds reported $8.17B of Western Union stock for Q3 2021, down 12% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q3 2021 and 57 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q3 2021 was VanEck Associates, an estimated $105M added.
  • The largest Western Union seller in Q3 2021 was Two Sigma Investments, an estimated $56.1M sold.

Based on aggregated 13F filings for Q3 2021.