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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
SIA
476
SkyView Investment Advisors
New Jersey
$30K +$22.1K +939 +348%
HNB
477
Huntington National Bank
Ohio
$29K
AssetMark Inc
478
AssetMark Inc
California
$28K -$26.5M -1,127,726 -100%
NFG
479
Next Financial Group
Texas
$28K
PMFA
480
Plante Moran Financial Advisors
Michigan
$27K -$44.3K -1,883 -63%
JFA
481
JNBA Financial Advisors
Minnesota
$27K
VFA
482
Valeo Financial Advisors
Indiana
$27K +$1.32K +56 +5%
SCA
483
Stonebridge Capital Advisors
Minnesota
$27K +$25.5K +1,082 New
DAM
484
Delta Asset Management
Tennessee
$25K
RTC
485
Riverview Trust Company
Washington
$25K
PCM
486
Penserra Capital Management
California
$25K +$3.77K +160 +18%
PFBT
487
Parkside Financial Bank & Trust
Missouri
$24K
T
488
TOBAM
France
$24K
SIAP
489
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K
APA
490
American Portfolios Advisors
New York
$22.8K
TFA
491
Toth Financial Advisory
Virginia
$22K
OC
492
Oakworth Capital
Alabama
$20K -$471 -20 -2%
HFM
493
Harvest Fund Management
China
$20K
S
494
SignatureFD
Georgia
$16K -$10.9K -465 -42%
AF
495
Allworth Financial
California
$16K +$94 +4 +0.6%
CI
496
CX Institutional
Indiana
$16K +$2.54K +108 +21%
FHA
497
First Horizon Advisors
Tennessee
$16K +$3.18K +135 +25%
CWP
498
Concord Wealth Partners
Virginia
$16K +$15.4K +653 New
ACM
499
AUA Capital Management
Pennsylvania
$14K
CCM
500
Covington Capital Management
California
$14K

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.