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Western Union

543 hedge funds and large institutions have $7B invested in Western Union in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 203 increasing their positions, 173 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $87.3M | Put options by funds: $53.6M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 173

0% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 88

1% less funds holding

Funds holding: 549543 (-6)

1.31% less ownership

Funds ownership: 99.45%98.14% (-1.3%)

14% less capital invested

Capital invested by funds: $8.17B → $7B (-$1.17B)

Holders
543
Holders Change
-6
Holders Change %
-1.09%
% of All Funds
8.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
88
Increased
203
Reduced
173
Closed
88
Calls
$87.3M
Puts
$53.6M
Net Calls
+$33.7M
Net Calls Change
-$8.76M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
451
Next Financial Group
Texas
$25K -$12.6K -685 -32%
DA
452
Denali Advisors
California
$25K +$25.8K +1,401 New
VNA
453
Valley National Advisers
Pennsylvania
$24K
EI
454
Ellevest Inc
New York
$24K +$23.3K +1,266 +1,183%
PMFA
455
Plante Moran Financial Advisors
Michigan
$23K +$2.91K +158 +14%
SSB
456
Sandy Spring Bank
Maryland
$22K
LAS
457
Lloyd Advisory Services
Georgia
$22K +$2.82K +153 +14%
CFB
458
Cullen/Frost Bankers
Texas
$21K
HNB
459
Huntington National Bank
Ohio
$21K +$18 +1 +0.1%
CT
460
Cambridge Trust
Massachusetts
$21K +$21.5K +1,165 New
APA
461
American Portfolios Advisors
New York
$20.1K
JFA
462
JNBA Financial Advisors
Minnesota
$20K
DAM
463
Delta Asset Management
Tennessee
$19K
FEG
464
Financial Enhancement Group
Indiana
$18K
SCA
465
Stonebridge Capital Advisors
Minnesota
$18K
PFGIA
466
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$166 +9 +0.9%
TFA
467
Toth Financial Advisory
Virginia
$16K
HCP
468
Hexagon Capital Partners
Arkansas
$16K +$16.4K +890 New
LC
469
Lindbrook Capital
California
$15K +$5K +271 +46%
OC
470
Oakworth Capital
Alabama
$14K
SFM
471
Signet Financial Management
New Jersey
$14K +$14.8K +800 New
BIA
472
Bell Investment Advisors
California
$13K +$11K +597 +510%
PFBT
473
Parkside Financial Bank & Trust
Missouri
$12K -$3.89K -211 -24%
MCM
474
MV Capital Management
Maryland
$12K +$498 +27 +4%
ACM
475
AUA Capital Management
Pennsylvania
$10K

WU Hedge Fund Activity: Q4 2021 in Review

543 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2021, worth a combined $7B — down 14% from $8.17B a quarter earlier.

Fund positioning in WU was balanced in Q4 2021: 88 funds opened new positions, 88 closed out, 203 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Invesco, cutting an estimated $145M.

  • 543 institutional investors held Western Union (WU) as of Q4 2021, down from 549 in Q3 2021.
  • Funds reported $7B of Western Union stock for Q4 2021, down 14% quarter-over-quarter.
  • 88 funds opened new Western Union positions in Q4 2021 and 88 closed out, a net change of 0 holders.
  • The largest Western Union buyer in Q4 2021 was BlackRock, an estimated $164M added.
  • The largest Western Union seller in Q4 2021 was Invesco, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2021.