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Western Union

505 hedge funds and large institutions have $5.18B invested in Western Union in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $24.9M

4% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 56

0% more capital invested

Capital invested by funds: $5.18B → $5.18B (+$1.8M)

7% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 194

1.29% less ownership

Funds ownership: 99.49%98.2% (-1.3%)

2% less funds holding

Funds holding: 515505 (-10)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
505
Holders Change
-10
Holders Change %
-1.94%
% of All Funds
8.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
180
Reduced
194
Closed
56
Calls
$50.4M
Puts
$24.9M
Net Calls
+$25.5M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
451
AssetMark Inc
California
$6K
Bessemer Group
452
Bessemer Group
New Jersey
$6K
SWM
453
Spire Wealth Management
Virginia
$6K +$4.14K +300 +231%
CWP
454
Concord Wealth Partners
Virginia
$5.71K +$5.73K +415 New
IGWM
455
ICA Group Wealth Management
Colorado
$5.67K +$5.69K +412 New
GWS
456
Glassman Wealth Services
Virginia
$5.11K -$4.56K -330 -47%
FWM
457
Focused Wealth Management
New York
$4.74K +$83 +6 +2%
KFI
458
Key Financial Inc
Pennsylvania
$4.47K
CFGS
459
Concourse Financial Group Securities
Alabama
$3.92K
WBC
460
West Branch Capital
Massachusetts
$3.8K
SC
461
SouthState Corp
Florida
$3.39K
EARNEST Partners
462
EARNEST Partners
Georgia
$3.03K
JMF
463
Johnson Midwest Financial
Iowa
$3K
WB
464
Webster Bank
Connecticut
$3K
ADL
465
Asset Dedication LLC
California
$3K +$3.48K +252 New
QL
466
Quarry LP
New York
$2.79K +$2.8K +203 New
OIA
467
Optimum Investment Advisors
Illinois
$2.75K
ME
468
McIlrath & Eck
Washington
$2.67K
HI
469
Harbour Investments
Wisconsin
$2.56K +$14 +1 +0.5%
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$2.45K -$2.6K -188 -51%
BIA
471
Bell Investment Advisors
California
$2.41K -$4.28K -310 -64%
JWM
472
Janiczek Wealth Management
Colorado
$2.35K +$1.56K +113 +235%
JWA
473
JFS Wealth Advisors
Pennsylvania
$2.16K +$1.34K +97 +162%
SWA
474
Sutton Wealth Advisors
Florida
$2.05K +$1.95K +141 +1,763%
LSA
475
Lansing Street Advisors
Pennsylvania
$2.02K +$28 +2 +1%

WU Hedge Fund Activity: Q4 2022 in Review

505 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2022, worth a combined $5.18B — up 0.03% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WU positions and 56 closed out — a net gain of 2 holders — while 180 added to existing stakes and 194 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $55.2M. The largest seller was Independent Franchise Partners, cutting an estimated $116M.

  • 505 institutional investors held Western Union (WU) as of Q4 2022, down from 515 in Q3 2022.
  • Funds reported $5.18B of Western Union stock for Q4 2022, up 0.03% quarter-over-quarter.
  • 58 funds opened new Western Union positions in Q4 2022 and 56 closed out, a net change of +2 holders.
  • The largest Western Union buyer in Q4 2022 was AQR Capital Management, an estimated $55.2M added.
  • The largest Western Union seller in Q4 2022 was Independent Franchise Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2022.