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Western Union

567 hedge funds and large institutions have $9.33B invested in Western Union in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 204 increasing their positions, 199 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $90.8M | Put options by funds: $30.3M

3% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 199

0.41% less ownership

Funds ownership: 99.82%99.42% (-0.41%)

1% less funds holding

Funds holding: 572567 (-5)

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

8% less capital invested

Capital invested by funds: $10.1B → $9.33B (-$758M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
567
Holders Change
-5
Holders Change %
-0.87%
% of All Funds
9.87%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
57
Increased
204
Reduced
199
Closed
58
Calls
$90.8M
Puts
$30.3M
Net Calls
+$60.5M
Net Calls Change
-$6M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
501
AUA Capital Management
Pennsylvania
$13K
CCM
502
Covington Capital Management
California
$13K
KFI
503
Key Financial Inc
Pennsylvania
$13K
LC
504
Lindbrook Capital
California
$13K
MCM
505
MV Capital Management
Maryland
$13K +$274 +11 +2%
BCA
506
Berman Capital Advisors
Georgia
$13K +$1.05K +42 +8%
FHC
507
First Horizon Corporation
Tennessee
$13K +$2.12K +85 +17%
LAS
508
Lloyd Advisory Services
Georgia
$12K +$5.78K +232 +84%
WP
509
WealthShield Partners
North Carolina
$10K +$2.37K +95 +27%
SWM
510
Spire Wealth Management
Virginia
$9K -$270K -10,842 -96%
ADL
511
Asset Dedication LLC
California
$9K
AWM
512
Avior Wealth Management
Nebraska
$9K
FFA
513
Freedman Financial Associates
Massachusetts
$8K
GWSG
514
GPS Wealth Strategies Group
Colorado
$8K
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$7K
EFSCE
516
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
FMII
517
Farmers & Merchants Investments Inc
Nebraska
$7K
JFGIW
518
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K
TFO
519
Tarbox Family Office
California
$7K
FWM
520
Focused Wealth Management
New York
$7K +$100 +4 +1%
SIM
521
Sentry Investment Management
Wisconsin
$6K -$110K -4,416 -94%
RFA
522
Reilly Financial Advisors
California
$6K -$797 -32 -11%
CFGS
523
Concourse Financial Group Securities
Alabama
$5K
EARNEST Partners
524
EARNEST Partners
Georgia
$5K
JMF
525
Johnson Midwest Financial
Iowa
$5K

WU Hedge Fund Activity: Q2 2021 in Review

567 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2021, worth a combined $9.33B — down 7.5% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of WU and 57 opened new positions — a net loss of 1 holder — while 199 trimmed existing stakes and 204 added.

The largest buyer was Two Sigma Advisers, adding an estimated $47.2M. The largest seller was Miller Howard Investments, exiting entirely with an estimated $61.1M sold.

  • 567 institutional investors held Western Union (WU) as of Q2 2021, down from 572 in Q1 2021.
  • Funds reported $9.33B of Western Union stock for Q2 2021, down 7.5% quarter-over-quarter.
  • 57 funds opened new Western Union positions in Q2 2021 and 58 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q2 2021 was Two Sigma Advisers, an estimated $47.2M added.
  • The largest Western Union seller in Q2 2021 was Miller Howard Investments, an estimated $61.1M sold.

Based on aggregated 13F filings for Q2 2021.