We are live on ! Find out more
WU icon

Western Union

572 hedge funds and large institutions have $10.1B invested in Western Union in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 196 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $93.8M | Put options by funds: $27.3M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

11% more capital invested

Capital invested by funds: $9.09B → $10.1B (+$999M)

7% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 196

0.85% less ownership

Funds ownership: 100.68%99.82% (-0.85%)

6% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 64

1% less funds holding

Funds holding: 580572 (-8)

Holders
572
Holders Change
-8
Holders Change %
-1.38%
% of All Funds
10.04%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
60
Increased
209
Reduced
196
Closed
64
Calls
$93.8M
Puts
$27.3M
Net Calls
+$66.5M
Net Calls Change
+$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$74M +$44.8M +1,903,700 +174%
Morgan Stanley
27
Morgan Stanley
New York
$68.5M +$6.49M +275,662 +11%
VanEck Associates
28
VanEck Associates
New York
$67.8M +$6.46M +274,202 +11%
UBS AM
29
UBS AM
Illinois
$67.7M -$7.53M -319,765 -10%
Two Sigma Investments
30
Two Sigma Investments
New York
$64.9M +$40.9M +1,737,722 +195%
MHI
31
Miller Howard Investments
New York
$61.1M +$8.35M +354,858 +17%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$60.7M -$9M -382,188 -14%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$60.3M +$53.5M +2,274,026 +1,341%
DG
34
Discerene Group
Connecticut
$60M -$4.71K -200 -0%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$55.7M +$4.31M +182,956 +9%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$52.2M +$35.1K +1,491 +0.1%
Allianz Asset Management
37
Allianz Asset Management
Germany
$48.5M +$2.51M +106,518 +6%
Swedbank
38
Swedbank
Sweden
$48M +$45.8M +1,944,687 New
Deutsche Bank
39
Deutsche Bank
Germany
$43.8M +$8.07M +342,928 +24%
JP Morgan Chase
40
JP Morgan Chase
New York
$43.1M +$1.86M +78,852 +5%
Axa
41
Axa
France
$42.9M +$1.11M +46,986 +3%
N
42
Nuveen
North Carolina
$41.9M +$80.4K +3,414 +0.2%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$41.5M -$1.13M -47,833 -3%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$38.2M -$15.8M -672,959 -30%
Renaissance Technologies
45
Renaissance Technologies
New York
$38.2M +$25M +1,062,266 +218%
Bank of America
46
Bank of America
North Carolina
$37.5M +$17.1M +724,523 +91%
PPA
47
Parametric Portfolio Associates
Washington
$37.2M -$1.6M -68,144 -4%
Skandinaviska Enskilda Banken (SEB)
48
Skandinaviska Enskilda Banken (SEB)
Sweden
$34M -$40.6M -1,724,369 -56%
CS
49
Credit Suisse
Switzerland
$32.7M -$1.23M -52,232 -4%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$32.4M -$38.1M -1,618,995 -55%

WU Hedge Fund Activity: Q1 2021 in Review

572 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2021, worth a combined $10.1B — up 11% from $9.09B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of WU and 60 opened new positions — a net loss of 4 holders — while 196 trimmed existing stakes and 209 added.

The largest buyer was Goldman Sachs, adding an estimated $163M. The largest seller was Capital Research Global Investors, cutting an estimated $290M.

  • 572 institutional investors held Western Union (WU) as of Q1 2021, down from 580 in Q4 2020.
  • Funds reported $10.1B of Western Union stock for Q1 2021, up 11% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q1 2021 and 64 closed out, a net change of -4 holders.
  • The largest Western Union buyer in Q1 2021 was Goldman Sachs, an estimated $163M added.
  • The largest Western Union seller in Q1 2021 was Capital Research Global Investors, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2021.