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Western Union

505 hedge funds and large institutions have $5.18B invested in Western Union in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $24.9M

4% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 56

0% more capital invested

Capital invested by funds: $5.18B → $5.18B (+$1.8M)

7% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 194

1.29% less ownership

Funds ownership: 99.49%98.2% (-1.3%)

2% less funds holding

Funds holding: 515505 (-10)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
505
Holders Change
-10
Holders Change %
-1.94%
% of All Funds
8.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
180
Reduced
194
Closed
56
Calls
$50.4M
Puts
$24.9M
Net Calls
+$25.5M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
476
TrustCore Financial Services
Tennessee
$1.49K
LF
477
Lee Financial
Texas
$1.46K +$1.46K +106 New
KFS
478
Kelly Financial Services
Massachusetts
$1.38K
MFT
479
Moisand Fitzgerald Tamayo
Florida
$1.38K
MPCL
480
My Personal CFO LLC
Washington
$1.29K +$1.3K +94 New
SC
481
Schubert & Co
Texas
$1.16K +$387 +28 +50%
SIS
482
Sound Income Strategies
Florida
$1.02K
UB
483
UMB Bank
Missouri
$1K -$17.2K -1,249 -96%
TFA
484
Transamerica Financial Advisors
Florida
$1K -$2.4K -174 -98%
AF
485
Advisornet Financial
Minnesota
$978 +$980 +71 New
MYAM
486
Meiji Yasuda Asset Management
Japan
$924
FCA
487
FinTrust Capital Advisors
South Carolina
$909
NMG
488
New Millennium Group
Utah
$799 +$801 +58 New
NC
489
NewSquare Capital
Pennsylvania
$763 -$3.02M -218,876 -100%
SIC
490
SJS Investment Consulting
Ohio
$688 -$193 -14 -22%
BWM
491
BerganKDV Wealth Management
Minnesota
$654 -$2.18K -158 -77%
NA
492
NewEdge Advisors
Louisiana
$639 +$26K +1,886 New
TAM
493
Tucker Asset Management
Colorado
$514
DI
494
Disciplined Investments
Oklahoma
$330 -$193 -14 -37%
EE
495
EWG Elevate
California
$275 +$276 +20 New
CA
496
CoreCap Advisors
Michigan
$262 +$262 +19 New
CIBC Private Wealth Group
497
CIBC Private Wealth Group
Georgia
$226 -$7.87K -570 -3%
TWA
498
TCI Wealth Advisors
Arizona
$207 -$14 -1 -6%
AA
499
Addison Advisors
Vermont
$83
SWA
500
SOA Wealth Advisors
New York
$74

WU Hedge Fund Activity: Q4 2022 in Review

505 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2022, worth a combined $5.18B — up 0.03% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WU positions and 56 closed out — a net gain of 2 holders — while 180 added to existing stakes and 194 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $55.2M. The largest seller was Independent Franchise Partners, cutting an estimated $116M.

  • 505 institutional investors held Western Union (WU) as of Q4 2022, down from 515 in Q3 2022.
  • Funds reported $5.18B of Western Union stock for Q4 2022, up 0.03% quarter-over-quarter.
  • 58 funds opened new Western Union positions in Q4 2022 and 56 closed out, a net change of +2 holders.
  • The largest Western Union buyer in Q4 2022 was AQR Capital Management, an estimated $55.2M added.
  • The largest Western Union seller in Q4 2022 was Independent Franchise Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2022.