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Western Union

580 hedge funds and large institutions have $9.09B invested in Western Union in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 173 increasing their positions, 237 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 46

4% more funds holding

Funds holding: 558580 (+22)

1% more capital invested

Capital invested by funds: $9.03B → $9.09B (+$56.4M)

2.27% less ownership

Funds ownership: 102.95%100.68% (-2.3%)

11% less call options, than puts

Call options by funds: $20.9M | Put options by funds: $23.5M

27% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 237

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
580
Holders Change
+22
Holders Change %
+3.94%
% of All Funds
10.26%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
77
Increased
173
Reduced
237
Closed
46
Calls
$20.9M
Puts
$23.5M
Net Calls
-$2.58M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
476
TD Private Client Wealth
New York
$45.7K -$10.5K -486 -19%
EIP
477
Ellis Investment Partners
Pennsylvania
$44K
MSFP
478
Mark Sheptoff Financial Planning
Connecticut
$44K
TAIM
479
TD Ameritrade Investment Management
Nebraska
$40K -$15.7K -725 -28%
GA
480
GoalVest Advisory
New York
$37K +$36.8K +1,698 New
GCM
481
Gables Capital Management
Florida
$35K
PWMG
482
Prestige Wealth Management Group
New Jersey
$34K -$27.3K -1,260 -45%
PO
483
Private Ocean
California
$34K
CTC
484
Central Trust Company
Missouri
$29K -$34.7K -1,600 -55%
VNA
485
Valley National Advisers
Pennsylvania
$29K -$4.82K -222 -14%
SSB
486
Sandy Spring Bank
Maryland
$27K
NFG
487
Next Financial Group
Texas
$26K -$397K -18,301 -94%
HNB
488
Huntington National Bank
Ohio
$26K
TFGT
489
TS Financial Group (TSFG)
Illinois
$26K
JFA
490
JNBA Financial Advisors
Minnesota
$24K
S
491
SignatureFD
Georgia
$24K +$2.06K +95 +9%
VFA
492
Valeo Financial Advisors
Indiana
$23K
PFBT
493
Parkside Financial Bank & Trust
Missouri
$22K -$152 -7 -0.7%
DAM
494
Delta Asset Management
Tennessee
$22K
RTC
495
Riverview Trust Company
Washington
$22K
T
496
TOBAM
France
$21K -$22.7K -1,048 -52%
SIAP
497
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K
APA
498
American Portfolios Advisors
New York
$20.3K -$15.8K -728 -44%
TFA
499
Toth Financial Advisory
Virginia
$20K
PCG
500
Private Capital Group
Connecticut
$19K -$4.32K -199 -19%

WU Hedge Fund Activity: Q4 2020 in Review

580 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2020, worth a combined $9.09B — up 0.62% from $9.03B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WU positions and 46 closed out — a net gain of 31 holders — while 173 added to existing stakes and 237 trimmed.

The largest buyer was VanEck Associates, adding an estimated $53.3M. The largest seller was Citadel Advisors, cutting an estimated $146M.

  • 580 institutional investors held Western Union (WU) as of Q4 2020, up from 558 in Q3 2020.
  • Funds reported $9.09B of Western Union stock for Q4 2020, up 0.62% quarter-over-quarter.
  • 77 funds opened new Western Union positions in Q4 2020 and 46 closed out, a net change of +31 holders.
  • The largest Western Union buyer in Q4 2020 was VanEck Associates, an estimated $53.3M added.
  • The largest Western Union seller in Q4 2020 was Citadel Advisors, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2020.