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Western Union

580 hedge funds and large institutions have $9.09B invested in Western Union in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 173 increasing their positions, 237 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 46

4% more funds holding

Funds holding: 558580 (+22)

1% more capital invested

Capital invested by funds: $9.03B → $9.09B (+$56.4M)

2.27% less ownership

Funds ownership: 102.95%100.68% (-2.3%)

11% less call options, than puts

Call options by funds: $20.9M | Put options by funds: $23.5M

27% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 237

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
580
Holders Change
+22
Holders Change %
+3.94%
% of All Funds
10.26%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
77
Increased
173
Reduced
237
Closed
46
Calls
$20.9M
Puts
$23.5M
Net Calls
-$2.58M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
501
Penserra Capital Management
California
$18K -$75.7K -3,487 -80%
OC
502
Oakworth Capital
Alabama
$18K
CAAS
503
Capital Asset Advisory Services
Michigan
$18K +$18K +829 New
HFM
504
Harvest Fund Management
China
$18K +$18K +829 New
TPWA
505
TRUE Private Wealth Advisors
Oregon
$14K
AF
506
Allworth Financial
California
$14K +$87 +4 +0.6%
CCM
507
Covington Capital Management
California
$13K
LC
508
Lindbrook Capital
California
$13K
WEC
509
Winslow Evans & Crocker
Massachusetts
$13K +$13K +600 New
ACM
510
AUA Capital Management
Pennsylvania
$12K
MCM
511
MV Capital Management
Maryland
$12K
KFI
512
Key Financial Inc
Pennsylvania
$12K +$12.1K +559 New
FHC
513
First Horizon Corporation
Tennessee
$11K +$239 +11 +2%
BCA
514
Berman Capital Advisors
Georgia
$11K +$1.28K +59 +12%
CI
515
CX Institutional
Indiana
$11K +$4.73K +218 +71%
FHA
516
First Horizon Advisors
Tennessee
$11K +$7.49K +345 +173%
PA
517
Parallel Advisors
California
$9K -$412 -19 -4%
ADL
518
Asset Dedication LLC
California
$9K
AWM
519
Avior Wealth Management
Nebraska
$8K
FFA
520
Freedman Financial Associates
Massachusetts
$8K +$8.03K +370 New
FWM
521
Focused Wealth Management
New York
$7K -$933 -43 -12%
TFO
522
Tarbox Family Office
California
$7K -$456 -21 -7%
Carson Wealth (CWM LLC)
523
Carson Wealth (CWM LLC)
Nebraska
$7K
LAS
524
Lloyd Advisory Services
Georgia
$6K -$933 -43 -13%
EFSCE
525
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$759 -35 -11%

WU Hedge Fund Activity: Q4 2020 in Review

580 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2020, worth a combined $9.09B — up 0.62% from $9.03B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new WU positions and 46 closed out — a net gain of 31 holders — while 173 added to existing stakes and 237 trimmed.

The largest buyer was VanEck Associates, adding an estimated $53.3M. The largest seller was Citadel Advisors, cutting an estimated $146M.

  • 580 institutional investors held Western Union (WU) as of Q4 2020, up from 558 in Q3 2020.
  • Funds reported $9.09B of Western Union stock for Q4 2020, up 0.62% quarter-over-quarter.
  • 77 funds opened new Western Union positions in Q4 2020 and 46 closed out, a net change of +31 holders.
  • The largest Western Union buyer in Q4 2020 was VanEck Associates, an estimated $53.3M added.
  • The largest Western Union seller in Q4 2020 was Citadel Advisors, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2020.