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Western Union

514 hedge funds and large institutions have $7.26B invested in Western Union in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 173 increasing their positions, 210 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $7B → $7.26B (+$257M)

0.71% more ownership

Funds ownership: 98.14%98.86% (+0.71%)

5% less funds holding

Funds holding: 543514 (-29)

18% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 210

32% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 76

32% less call options, than puts

Call options by funds: $40.1M | Put options by funds: $59.1M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
514
Holders Change
-29
Holders Change %
-5.34%
% of All Funds
8.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
173
Reduced
210
Closed
76
Calls
$40.1M
Puts
$59.1M
Net Calls
-$19M
Net Calls Change
-$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$45.2M +$6.86M +370,987 +18%
UBS AM
27
UBS AM
Illinois
$44.3M -$1.38M -74,749 -3%
Morgan Stanley
28
Morgan Stanley
New York
$44.1M -$19.7M -1,064,262 -31%
PPA
29
Parametric Portfolio Associates
Washington
$43.7M -$8.33M -450,616 -16%
Ameriprise
30
Ameriprise
Minnesota
$42.5M -$1.24M -66,808 -3%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$40.8M -$656K -35,451 -2%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$33.8M -$3.08M -166,558 -8%
Canada Life
33
Canada Life
Manitoba, Canada
$33.6M +$1.49M +80,826 +5%
Citadel Advisors
34
Citadel Advisors
Florida
$33.4M -$13.3M -719,216 -29%
Swiss National Bank
35
Swiss National Bank
Switzerland
$32.6M +$3.64M +196,700 +13%
First Trust Advisors
36
First Trust Advisors
Illinois
$31.7M +$3.91M +211,309 +14%
Principal Financial Group
37
Principal Financial Group
Iowa
$29.9M +$3.09M +167,017 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$28.1M +$3.1M +167,500 +13%
N
39
Nuveen
North Carolina
$27.7M +$178K +9,634 +0.6%
Marshall Wace
40
Marshall Wace
United Kingdom
$26.9M +$26.6M +1,438,049 New
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$26.5M +$5.69M +307,814 +28%
Renaissance Technologies
42
Renaissance Technologies
New York
$26.4M +$26M +1,407,900 New
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$26.2M +$562K +30,360 +2%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$26M -$89.3K -4,829 -0.3%
Invesco
45
Invesco
Georgia
$25M -$147K -7,929 -0.6%
Axa
46
Axa
France
$24.9M +$20.5M +1,110,713 +515%
SAM
47
Storebrand Asset Management
Norway
$24.6M +$8.62M +466,014 +55%
CS
48
Credit Suisse
Switzerland
$24M +$1.01M +54,366 +4%
Deutsche Bank
49
Deutsche Bank
Germany
$22.8M +$1.81M +97,752 +9%
AQR Capital Management
50
AQR Capital Management
Connecticut
$22.5M +$2.11M +114,103 +11%

WU Hedge Fund Activity: Q1 2022 in Review

514 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2022, worth a combined $7.26B — up 3.7% from $7B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of WU and 52 opened new positions — a net loss of 24 holders — while 210 trimmed existing stakes and 173 added.

The largest buyer was Goldman Sachs, adding an estimated $65.1M. The largest seller was Clarkston Capital Partners, exiting entirely with an estimated $159M sold.

  • 514 institutional investors held Western Union (WU) as of Q1 2022, down from 543 in Q4 2021.
  • Funds reported $7.26B of Western Union stock for Q1 2022, up 3.7% quarter-over-quarter.
  • 52 funds opened new Western Union positions in Q1 2022 and 76 closed out, a net change of -24 holders.
  • The largest Western Union buyer in Q1 2022 was Goldman Sachs, an estimated $65.1M added.
  • The largest Western Union seller in Q1 2022 was Clarkston Capital Partners, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2022.