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Western Union

515 hedge funds and large institutions have $5.18B invested in Western Union in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 180 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

11% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 180

2% more funds holding

Funds holding: 505515 (+10)

1.65% more ownership

Funds ownership: 97.84%99.49% (+1.7%)

8% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $35M

17% less capital invested

Capital invested by funds: $6.21B → $5.18B (-$1.03B)

Holders
515
Holders Change
+10
Holders Change %
+1.98%
% of All Funds
8.87%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
49
Increased
200
Reduced
180
Closed
35
Calls
$37.6M
Puts
$35M
Net Calls
+$2.65M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
451
Money Concepts Capital
Florida
$14K
SCA
452
Stonebridge Capital Advisors
Minnesota
$14K
VNA
453
Valley National Advisers
Pennsylvania
$14K
A
454
AustralianSuper
Australia
$13.7K -$2.86M -182,685 -15%
LC
455
Lindbrook Capital
California
$12K +$8.17K +521 +139%
OC
456
Oakworth Capital
Alabama
$11K
TFA
457
Toth Financial Advisory
Virginia
$11K
ONST
458
Old North State Trust
North Carolina
$10K +$11.9K +760 New
GWS
459
Glassman Wealth Services
Virginia
$9K +$7.62K +486 +226%
AWM
460
Avior Wealth Management
Nebraska
$8K +$47 +3 +0.5%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$7K -$596 -38 -7%
ACM
462
AUA Capital Management
Pennsylvania
$7K
BIA
463
Bell Investment Advisors
California
$7K +$5.92K +378 +353%
AssetMark Inc
464
AssetMark Inc
California
$6K
HPC
465
HM Payson & Co
Maine
$6K
TAIM
466
TD Ameritrade Investment Management
Nebraska
$5K -$204 -13 -3%
Loomis, Sayles & Company
467
Loomis, Sayles & Company
Massachusetts
$5K
SAM
468
Strategic Asset Management
Minnesota
$5K
FWM
469
Focused Wealth Management
New York
$5K +$94 +6 +2%
Bessemer Group
470
Bessemer Group
New Jersey
$5K +$517 +33 +9%
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$5K +$2.79K +178 +95%
HFM
472
Harvest Fund Management
China
$5K +$5.88K +375 New
CA
473
Crewe Advisors
Utah
$4K
KFI
474
Key Financial Inc
Pennsylvania
$4K
WBC
475
West Branch Capital
Massachusetts
$4K

WU Hedge Fund Activity: Q3 2022 in Review

515 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2022, worth a combined $5.18B — down 17% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WU positions and 35 closed out — a net gain of 14 holders — while 200 added to existing stakes and 180 trimmed.

The largest buyer was Amundi, adding an estimated $78.1M. The largest seller was Fidelity Investments, cutting an estimated $85.9M.

  • 515 institutional investors held Western Union (WU) as of Q3 2022, up from 505 in Q2 2022.
  • Funds reported $5.18B of Western Union stock for Q3 2022, down 17% quarter-over-quarter.
  • 49 funds opened new Western Union positions in Q3 2022 and 35 closed out, a net change of +14 holders.
  • The largest Western Union buyer in Q3 2022 was Amundi, an estimated $78.1M added.
  • The largest Western Union seller in Q3 2022 was Fidelity Investments, an estimated $85.9M sold.

Based on aggregated 13F filings for Q3 2022.