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Western Union

543 hedge funds and large institutions have $7B invested in Western Union in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 203 increasing their positions, 173 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $87.3M | Put options by funds: $53.6M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 173

0% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 88

1% less funds holding

Funds holding: 549543 (-6)

1.31% less ownership

Funds ownership: 99.45%98.14% (-1.3%)

14% less capital invested

Capital invested by funds: $8.17B → $7B (-$1.17B)

Holders
543
Holders Change
-6
Holders Change %
-1.09%
% of All Funds
8.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
88
Increased
203
Reduced
173
Closed
88
Calls
$87.3M
Puts
$53.6M
Net Calls
+$33.7M
Net Calls Change
-$8.76M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$49.4M +$8.1M +439,115 +19%
Citadel Advisors
27
Citadel Advisors
Florida
$44.6M +$35.9M +1,946,250 +350%
UBS AM
28
UBS AM
Illinois
$43.5M -$958K -51,933 -2%
Ameriprise
29
Ameriprise
Minnesota
$40.9M +$43M +2,330,738 +1,086%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$39.5M -$539K -29,211 -1%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$36.4M -$5.6M -303,732 -13%
Barclays
32
Barclays
United Kingdom
$35.3M -$7.26M -393,891 -17%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$35M -$4.95M -268,185 -12%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$34.3M +$33.8M +1,830,548 +1,941%
Canada Life
35
Canada Life
Manitoba, Canada
$28.8M +$14.6M +792,984 +96%
Swiss National Bank
36
Swiss National Bank
Switzerland
$27.6M -$1.39M -75,200 -5%
Two Sigma Investments
37
Two Sigma Investments
New York
$27.2M -$6.1M -330,510 -18%
N
38
Nuveen
North Carolina
$27.1M -$2.23M -121,090 -7%
First Trust Advisors
39
First Trust Advisors
Illinois
$26.4M +$5.79M +314,170 +27%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$25.9M -$29.2M -1,581,800 -52%
Principal Financial Group
41
Principal Financial Group
Iowa
$25.5M +$16.3M +885,273 +163%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$24.8M -$2.13M -115,566 -8%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$24.4M -$37.9M -2,056,648 -60%
Invesco
44
Invesco
Georgia
$24M -$145M -7,838,750 -85%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.8M +$1.68M +91,100 +7%
AA
46
ALPS Advisors
Colorado
$23.7M +$4.28M +231,922 +21%
AllianceBernstein
47
AllianceBernstein
Tennessee
$22.9M +$711K +38,532 +3%
Bank of America
48
Bank of America
North Carolina
$22.5M +$2.68M +145,049 +13%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$22M +$13M +706,182 +134%
CS
50
Credit Suisse
Switzerland
$21.9M -$848K -45,977 -4%

WU Hedge Fund Activity: Q4 2021 in Review

543 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2021, worth a combined $7B — down 14% from $8.17B a quarter earlier.

Fund positioning in WU was balanced in Q4 2021: 88 funds opened new positions, 88 closed out, 203 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Invesco, cutting an estimated $145M.

  • 543 institutional investors held Western Union (WU) as of Q4 2021, down from 549 in Q3 2021.
  • Funds reported $7B of Western Union stock for Q4 2021, down 14% quarter-over-quarter.
  • 88 funds opened new Western Union positions in Q4 2021 and 88 closed out, a net change of 0 holders.
  • The largest Western Union buyer in Q4 2021 was BlackRock, an estimated $164M added.
  • The largest Western Union seller in Q4 2021 was Invesco, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2021.