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Western Union

567 hedge funds and large institutions have $9.33B invested in Western Union in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 204 increasing their positions, 199 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $90.8M | Put options by funds: $30.3M

3% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 199

0.41% less ownership

Funds ownership: 99.82%99.42% (-0.41%)

1% less funds holding

Funds holding: 572567 (-5)

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

8% less capital invested

Capital invested by funds: $10.1B → $9.33B (-$758M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
567
Holders Change
-5
Holders Change %
-0.87%
% of All Funds
9.87%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
57
Increased
204
Reduced
199
Closed
58
Calls
$90.8M
Puts
$30.3M
Net Calls
+$60.5M
Net Calls Change
-$6M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
476
Plante Moran Financial Advisors
Michigan
$32K +$7.72K +310 +28%
VNA
477
Valley National Advisers
Pennsylvania
$31K
SIA
478
SkyView Investment Advisors
New Jersey
$30K
SSB
479
Sandy Spring Bank
Maryland
$29K
HNB
480
Huntington National Bank
Ohio
$27K
NFG
481
Next Financial Group
Texas
$26K
JFA
482
JNBA Financial Advisors
Minnesota
$25K
DAM
483
Delta Asset Management
Tennessee
$25K +$2.14K +86 +9%
RTC
484
Riverview Trust Company
Washington
$24K
GWM
485
Geneos Wealth Management
Colorado
$23K -$28.7K -1,152 -53%
PFBT
486
Parkside Financial Bank & Trust
Missouri
$23K
PFGIA
487
Patriot Financial Group Insurance Agency
Massachusetts
$22K -$394K -15,815 -94%
AssetMark Inc
488
AssetMark Inc
California
$22K -$3.93K -158 -14%
T
489
TOBAM
France
$22K
APA
490
American Portfolios Advisors
New York
$21.2K
TFA
491
Toth Financial Advisory
Virginia
$21K
OC
492
Oakworth Capital
Alabama
$18K
NFSG
493
Newbridge Financial Services Group
Florida
$17K +$16.2K +650 +650%
PA
494
Parallel Advisors
California
$16K +$3.24K +130 +22%
RDWM
495
Red Door Wealth Management
Tennessee
$16K +$18.1K +725 New
CWP
496
Concord Wealth Partners
Virginia
$15K -$523 -21 -3%
FHA
497
First Horizon Advisors
Tennessee
$15K
AF
498
Allworth Financial
California
$15K +$100 +4 +0.6%
CI
499
CX Institutional
Indiana
$15K +$473 +19 +3%
S
500
SignatureFD
Georgia
$14K -$324 -13 -2%

WU Hedge Fund Activity: Q2 2021 in Review

567 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2021, worth a combined $9.33B — down 7.5% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of WU and 57 opened new positions — a net loss of 1 holder — while 199 trimmed existing stakes and 204 added.

The largest buyer was Two Sigma Advisers, adding an estimated $47.2M. The largest seller was Miller Howard Investments, exiting entirely with an estimated $61.1M sold.

  • 567 institutional investors held Western Union (WU) as of Q2 2021, down from 572 in Q1 2021.
  • Funds reported $9.33B of Western Union stock for Q2 2021, down 7.5% quarter-over-quarter.
  • 57 funds opened new Western Union positions in Q2 2021 and 58 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q2 2021 was Two Sigma Advisers, an estimated $47.2M added.
  • The largest Western Union seller in Q2 2021 was Miller Howard Investments, an estimated $61.1M sold.

Based on aggregated 13F filings for Q2 2021.