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Western Union

549 hedge funds and large institutions have $8.17B invested in Western Union in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 196 increasing their positions, 209 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $70.2M | Put options by funds: $27.7M

0.04% more ownership

Funds ownership: 99.42%99.45% (+0.04%)

6% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 209

3% less funds holding

Funds holding: 567549 (-18)

12% less capital invested

Capital invested by funds: $9.33B → $8.17B (-$1.16B)

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
549
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
9.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
45
Increased
196
Reduced
209
Closed
57
Calls
$70.2M
Puts
$27.7M
Net Calls
+$42.4M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
501
Freedman Financial Associates
Massachusetts
$7K
GWSG
502
GPS Wealth Strategies Group
Colorado
$7K
GAM
503
Gemmer Asset Management
California
$7K +$4.33K +196 +118%
DOA
504
D'Orazio & Associates
Virginia
$7K +$7.42K +336 New
JFGIW
505
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
TFO
506
Tarbox Family Office
California
$6K
FWM
507
Focused Wealth Management
New York
$6K +$66 +3 +0.9%
SIM
508
Sentry Investment Management
Wisconsin
$5K -$795 -36 -13%
ACA
509
Atlas Capital Advisors
Wyoming
$4.04K
EARNEST Partners
510
EARNEST Partners
Georgia
$4K
JMF
511
Johnson Midwest Financial
Iowa
$4K
ME
512
McIlrath & Eck
Washington
$4K
OIA
513
Optimum Investment Advisors
Illinois
$4K
WB
514
Webster Bank
Connecticut
$4K
ZB
515
Zions Bancorporation
Utah
$4K +$795 +36 +25%
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.42K +155 +596%
GPA
517
Guidance Point Advisors
Massachusetts
$4K +$4.48K +203 New
HIA
518
Harbor Investment Advisory
Maryland
$3K
BWM
519
BerganKDV Wealth Management
Minnesota
$3K +$44 +2 +1%
DWP
520
Destiny Wealth Partners
Florida
$3K +$2.94K +133 New
SWA
521
Sutton Wealth Advisors
Florida
$2.18K
KFS
522
Kelly Financial Services
Massachusetts
$2.02K -$48.5K -2,197 -96%
PCG
523
Private Capital Group
Connecticut
$2K -$2.32K -105 -59%
MFT
524
Moisand Fitzgerald Tamayo
Florida
$2K
ST
525
Smithfield Trust
Pennsylvania
$2K

WU Hedge Fund Activity: Q3 2021 in Review

549 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2021, worth a combined $8.17B — down 12% from $9.33B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of WU and 45 opened new positions — a net loss of 12 holders — while 209 trimmed existing stakes and 196 added.

The largest buyer was VanEck Associates, adding an estimated $105M. The largest seller was Two Sigma Investments, cutting an estimated $56.1M.

  • 549 institutional investors held Western Union (WU) as of Q3 2021, down from 567 in Q2 2021.
  • Funds reported $8.17B of Western Union stock for Q3 2021, down 12% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q3 2021 and 57 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q3 2021 was VanEck Associates, an estimated $105M added.
  • The largest Western Union seller in Q3 2021 was Two Sigma Investments, an estimated $56.1M sold.

Based on aggregated 13F filings for Q3 2021.