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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
KFI
476
Key Financial Inc
Pennsylvania
$10K
AWM
477
Avior Wealth Management
Nebraska
$10K +$3.73K +202 +51%
QC
478
Quent Capital
New York
$10K +$10.1K +548 New
Manulife (Manufacturers Life Insurance)
479
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.47K +$2.53M +137,113 +35%
CCM
480
Cribstone Capital Management
Maine
$9K +$9.22K +500 New
HPC
481
HM Payson & Co
Maine
$8K -$2.4M -130,327 -100%
TAIM
482
TD Ameritrade Investment Management
Nebraska
$8K -$39.2K -2,126 -83%
AssetMark Inc
483
AssetMark Inc
California
$8K -$8.15K -442 -48%
ZB
484
Zions Bancorporation
Utah
$8K +$5.24K +284 +160%
CWP
485
Concord Wealth Partners
Virginia
$8K +$8.69K +471 New
ADL
486
Asset Dedication LLC
California
$7K
FFA
487
Freedman Financial Associates
Massachusetts
$7K
GAM
488
Gemmer Asset Management
California
$6K
GWSG
489
GPS Wealth Strategies Group
Colorado
$6K
FWM
490
Focused Wealth Management
New York
$6K +$74 +4 +1%
CF
491
Concorde Financial
Texas
$6K +$5.53K +300 New
EWA
492
EverSource Wealth Advisors
Alabama
$6K +$6.27K +340 New
FPS
493
Fieldpoint Private Securities
Connecticut
$5K -$18K -974 -79%
TFO
494
Tarbox Family Office
California
$5K -$314 -17 -6%
JFGIW
495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
GWS
496
Glassman Wealth Services
Virginia
$5K +$3.98K +216 +400%
FAG
497
Fortitude Advisory Group
Washington
$5K +$5.04K +273 New
WBC
498
West Branch Capital
Massachusetts
$5K +$5.09K +276 New
PWMG
499
Prestige Wealth Management Group
New Jersey
$4K -$24.2K -1,312 -87%
EARNEST Partners
500
EARNEST Partners
Georgia
$4K

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.