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Western Union

549 hedge funds and large institutions have $8.17B invested in Western Union in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 196 increasing their positions, 209 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $70.2M | Put options by funds: $27.7M

0.04% more ownership

Funds ownership: 99.42%99.45% (+0.04%)

6% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 209

3% less funds holding

Funds holding: 567549 (-18)

12% less capital invested

Capital invested by funds: $9.33B → $8.17B (-$1.16B)

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
549
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
9.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
45
Increased
196
Reduced
209
Closed
57
Calls
$70.2M
Puts
$27.7M
Net Calls
+$42.4M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$61.3M -$41.1M -1,861,300 -38%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$55.3M +$2.82M +127,873 +5%
Morgan Stanley
28
Morgan Stanley
New York
$54.5M +$7.26M +328,545 +14%
UBS AM
29
UBS AM
Illinois
$50.4M -$3.52M -159,463 -6%
Wells Fargo
30
Wells Fargo
California
$48.5M -$520K -23,542 -1%
DG
31
Discerene Group
Connecticut
$48.2M +$1.29M +58,229 +3%
Barclays
32
Barclays
United Kingdom
$48M +$21.4M +970,910 +69%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$47.4M +$620K +28,055 +1%
JP Morgan Chase
34
JP Morgan Chase
New York
$47.1M -$3.26M -147,693 -6%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$45.3M -$760K -34,426 -2%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$45.3M +$19.2M +870,693 +64%
Two Sigma Investments
37
Two Sigma Investments
New York
$37.5M -$56.1M -2,541,216 -58%
Deutsche Bank
38
Deutsche Bank
Germany
$36M -$218K -9,871 -0.6%
PPA
39
Parametric Portfolio Associates
Washington
$35.5M +$6.33M +286,512 +20%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$34.9M +$3.29M +149,036 +9%
N
41
Nuveen
North Carolina
$33.1M -$8.72M -394,989 -19%
Swiss National Bank
42
Swiss National Bank
Switzerland
$32.8M -$1.25M -56,800 -3%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$32.2M +$33.6M +1,522,273 +5,920%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$30.5M -$1.35M -61,162 -4%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$27.3M -$1.36M -61,735 -4%
CS
46
Credit Suisse
Switzerland
$25.7M -$1.36M -61,411 -5%
AllianceBernstein
47
AllianceBernstein
Tennessee
$25.2M +$922K +41,738 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.1M +$5.6M +253,494 +26%
RJA
49
Raymond James & Associates
Florida
$24M -$2.29M -103,503 -8%
First Trust Advisors
50
First Trust Advisors
Illinois
$23.6M -$1.35M -61,147 -5%

WU Hedge Fund Activity: Q3 2021 in Review

549 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2021, worth a combined $8.17B — down 12% from $9.33B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of WU and 45 opened new positions — a net loss of 12 holders — while 209 trimmed existing stakes and 196 added.

The largest buyer was VanEck Associates, adding an estimated $105M. The largest seller was Two Sigma Investments, cutting an estimated $56.1M.

  • 549 institutional investors held Western Union (WU) as of Q3 2021, down from 567 in Q2 2021.
  • Funds reported $8.17B of Western Union stock for Q3 2021, down 12% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q3 2021 and 57 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q3 2021 was VanEck Associates, an estimated $105M added.
  • The largest Western Union seller in Q3 2021 was Two Sigma Investments, an estimated $56.1M sold.

Based on aggregated 13F filings for Q3 2021.