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Western Union

514 hedge funds and large institutions have $7.26B invested in Western Union in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 173 increasing their positions, 210 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $7B → $7.26B (+$257M)

0.71% more ownership

Funds ownership: 98.14%98.86% (+0.71%)

5% less funds holding

Funds holding: 543514 (-29)

18% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 210

32% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 76

32% less call options, than puts

Call options by funds: $40.1M | Put options by funds: $59.1M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
514
Holders Change
-29
Holders Change %
-5.34%
% of All Funds
8.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
173
Reduced
210
Closed
76
Calls
$40.1M
Puts
$59.1M
Net Calls
-$19M
Net Calls Change
-$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
451
Parkside Financial Bank & Trust
Missouri
$10K -$2.09K -113 -17%
ACM
452
AUA Capital Management
Pennsylvania
$10K
AssetMark Inc
453
AssetMark Inc
California
$9K -$148 -8 -2%
CCM
454
Cribstone Capital Management
Maine
$9K
CWP
455
Concord Wealth Partners
Virginia
$9K +$18 +1 +0.2%
ZB
456
Zions Bancorporation
Utah
$8K -$240 -13 -3%
HPC
457
HM Payson & Co
Maine
$8K
Loomis, Sayles & Company
458
Loomis, Sayles & Company
Massachusetts
$8K +$8.29K +448 New
CT
459
Cambridge Trust
Massachusetts
$7K -$14.1K -765 -66%
ADL
460
Asset Dedication LLC
California
$7K
FFA
461
Freedman Financial Associates
Massachusetts
$7K
GWSG
462
GPS Wealth Strategies Group
Colorado
$7K
SAM
463
Strategic Asset Management
Minnesota
$7K +$7.4K +400 New
TPCW
464
TD Private Client Wealth
New York
$6.28K -$30.5K -1,647 -83%
MCM
465
MV Capital Management
Maryland
$6K -$5.83K -315 -48%
KFI
466
Key Financial Inc
Pennsylvania
$6K -$4.22K -228 -41%
QC
467
Quent Capital
New York
$6K -$3.85K -208 -38%
EWA
468
EverSource Wealth Advisors
Alabama
$6K -$832 -45 -13%
GAM
469
Gemmer Asset Management
California
$6K
FWM
470
Focused Wealth Management
New York
$6K +$74 +4 +1%
TWA
471
TCI Wealth Advisors
Arizona
$6K +$5.88K +318 New
SWM
472
Spire Wealth Management
Virginia
$5K -$37.7K -2,038 -87%
FAG
473
Fortitude Advisory Group
Washington
$5K
WBC
474
West Branch Capital
Massachusetts
$5K
GWS
475
Glassman Wealth Services
Virginia
$5K +$203 +11 +4%

WU Hedge Fund Activity: Q1 2022 in Review

514 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2022, worth a combined $7.26B — up 3.7% from $7B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of WU and 52 opened new positions — a net loss of 24 holders — while 210 trimmed existing stakes and 173 added.

The largest buyer was Goldman Sachs, adding an estimated $65.1M. The largest seller was Clarkston Capital Partners, exiting entirely with an estimated $159M sold.

  • 514 institutional investors held Western Union (WU) as of Q1 2022, down from 543 in Q4 2021.
  • Funds reported $7.26B of Western Union stock for Q1 2022, up 3.7% quarter-over-quarter.
  • 52 funds opened new Western Union positions in Q1 2022 and 76 closed out, a net change of -24 holders.
  • The largest Western Union buyer in Q1 2022 was Goldman Sachs, an estimated $65.1M added.
  • The largest Western Union seller in Q1 2022 was Clarkston Capital Partners, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2022.