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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
FPS
476
Fieldpoint Private Securities
Connecticut
$4K -$647 -35 -14%
EARNEST Partners
477
EARNEST Partners
Georgia
$4K
FMII
478
Farmers & Merchants Investments Inc
Nebraska
$4K
JMF
479
Johnson Midwest Financial
Iowa
$4K
ME
480
McIlrath & Eck
Washington
$4K
OIA
481
Optimum Investment Advisors
Illinois
$4K
WB
482
Webster Bank
Connecticut
$4K
SIC
483
SJS Investment Consulting
Ohio
$4K +$129 +7 +4%
BCMLT
484
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K +$3.81K +206 New
PAG
485
Paladin Advisory Group
Iowa
$4K +$4.12K +223 New
ACA
486
Atlas Capital Advisors
Wyoming
$3.75K
BWM
487
BerganKDV Wealth Management
Minnesota
$3K +$37 +2 +1%
JWA
488
JFS Wealth Advisors
Pennsylvania
$3K +$2.07K +112 +167%
LSA
489
Lansing Street Advisors
Pennsylvania
$3K +$2.66K +144 New
TAIM
490
TD Ameritrade Investment Management
Nebraska
$2K -$6.38K -345 -80%
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$2K -$370 -20 -14%
MFT
492
Moisand Fitzgerald Tamayo
Florida
$2K
RA
493
Rise Advisors
New York
$2K +$37 +2 +2%
CB
494
CNB Bank
Pennsylvania
$2K +$1.85K +100 New
SWA
495
Sutton Wealth Advisors
Florida
$1.95K -$869 -47 -31%
KFS
496
Kelly Financial Services
Massachusetts
$1.87K
TFO
497
Tarbox Family Office
California
$1K -$3.83K -207 -74%
EW
498
Evoke Wealth
California
$1K -$1.44K -78 -61%
AF
499
Advisornet Financial
Minnesota
$1K
FMP
500
Financial Management Professionals
Texas
$1K

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.