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Western Union

505 hedge funds and large institutions have $6.21B invested in Western Union in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 177 increasing their positions, 197 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

1.02% less ownership

Funds ownership: 98.86%97.84% (-1%)

2% less funds holding

Funds holding: 514505 (-9)

10% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 197

14% less capital invested

Capital invested by funds: $7.26B → $6.21B (-$1.05B)

37% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $36.1M

Holders
505
Holders Change
-9
Holders Change %
-1.75%
% of All Funds
8.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
57
Increased
177
Reduced
197
Closed
58
Calls
$22.8M
Puts
$36.1M
Net Calls
-$13.4M
Net Calls Change
+$5.64M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Spire Wealth Management
Virginia
$2K -$2.91K -165 -56%
MPWT
477
MassMutual Private Wealth & Trust
Connecticut
$2K -$511 -29 -23%
LSA
478
Lansing Street Advisors
Pennsylvania
$2K
MFT
479
Moisand Fitzgerald Tamayo
Florida
$2K
RA
480
Rise Advisors
New York
$2K +$18 +1 +1%
SC
481
Schubert & Co
Texas
$2K +$1.64K +93 +233%
LF
482
Lee Financial
Texas
$2K +$1.73K +98 New
BIA
483
Bell Investment Advisors
California
$2K +$1.89K +107 New
1IA
484
1834 Investment Advisors
Wisconsin
$2K +$2.36K +134 New
Bank of Montreal
485
Bank of Montreal
Ontario, Canada
$1.93K -$292K -16,572 -13%
KFS
486
Kelly Financial Services
Massachusetts
$1.65K
FPS
487
Fieldpoint Private Securities
Connecticut
$1K -$2.73K -155 -70%
EW
488
Evoke Wealth
California
$1K
FCA
489
FinTrust Capital Advisors
South Carolina
$1K
PCG
490
Private Capital Group
Connecticut
$1K
SIS
491
Sound Income Strategies
Florida
$1K
DI
492
Disciplined Investments
Oklahoma
$1K +$264 +15 +33%
TFGT
493
TS Financial Group (TSFG)
Illinois
$1K +$1.55K +88 New
SWA
494
Sutton Wealth Advisors
Florida
$692 -$1.09K -62 -60%
TAM
495
Tucker Asset Management
Colorado
$609
BPC
496
Banque Pictet & Cie
Switzerland
$291 -$68.2K -3,867 -18%
LSA
497
Leonteq Securities AG
Switzerland
$165 -$69.3K -3,932 -100%
WorldQuant Millennium Advisors
498
WorldQuant Millennium Advisors
New York
-$7.76M -413,862 Closed
Twin Tree Management
499
Twin Tree Management
Texas
-$6.87M -366,753 Closed
OSIA
500
O'Shares Investment Advisers
Massachusetts
-$2.95M -157,191 Closed

WU Hedge Fund Activity: Q2 2022 in Review

505 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2022, worth a combined $6.21B — down 14% from $7.26B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of WU and 57 opened new positions — a net loss of 1 holder — while 197 trimmed existing stakes and 177 added.

The largest buyer was Morgan Stanley, adding an estimated $33.6M. The largest seller was Goldman Sachs, cutting an estimated $65.7M.

  • 505 institutional investors held Western Union (WU) as of Q2 2022, down from 514 in Q1 2022.
  • Funds reported $6.21B of Western Union stock for Q2 2022, down 14% quarter-over-quarter.
  • 57 funds opened new Western Union positions in Q2 2022 and 58 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q2 2022 was Morgan Stanley, an estimated $33.6M added.
  • The largest Western Union seller in Q2 2022 was Goldman Sachs, an estimated $65.7M sold.

Based on aggregated 13F filings for Q2 2022.