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Western Union

543 hedge funds and large institutions have $7B invested in Western Union in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 203 increasing their positions, 173 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $87.3M | Put options by funds: $53.6M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 173

0% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 88

1% less funds holding

Funds holding: 549543 (-6)

1.31% less ownership

Funds ownership: 99.45%98.14% (-1.3%)

14% less capital invested

Capital invested by funds: $8.17B → $7B (-$1.17B)

Holders
543
Holders Change
-6
Holders Change %
-1.09%
% of All Funds
8.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
88
Increased
203
Reduced
173
Closed
88
Calls
$87.3M
Puts
$53.6M
Net Calls
+$33.7M
Net Calls Change
-$8.76M
Name Holding Trade Value Shares
Change
Change in
Stake
JMF
501
Johnson Midwest Financial
Iowa
$4K
OIA
502
Optimum Investment Advisors
Illinois
$4K
WB
503
Webster Bank
Connecticut
$4K
SIC
504
SJS Investment Consulting
Ohio
$4K +$3.69K +200 New
ACA
505
Atlas Capital Advisors
Wyoming
$3.57K
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$3K -$5.61K -304 -62%
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$3K -$609 -33 -18%
BWM
508
BerganKDV Wealth Management
Minnesota
$3K -$332 -18 -11%
ME
509
McIlrath & Eck
Washington
$3K
LF
510
Lee Financial
Texas
$3K +$3.23K +175 New
AWA
511
Amplius Wealth Advisors
Pennsylvania
$3K +$3.62K +196 New
CWS
512
Confluence Wealth Services
Pennsylvania
$3K +$3.69K +200 New
SWA
513
Sutton Wealth Advisors
Florida
$2.69K +$793 +43 +40%
DWP
514
Destiny Wealth Partners
Florida
$2K
MFT
515
Moisand Fitzgerald Tamayo
Florida
$2K
VRM
516
Vectors Research Management
New York
$2K
CFD
517
Creative Financial Designs
Indiana
$2K +$18 +1 +0.9%
EW
518
Evoke Wealth
California
$2K +$922 +50 +64%
RA
519
Rise Advisors
New York
$1.81K +$1.86K +101 New
KFS
520
Kelly Financial Services
Massachusetts
$1.78K
FMP
521
Financial Management Professionals
Texas
$1K -$57.6K -3,121 -99%
FCA
522
FinTrust Capital Advisors
South Carolina
$1K
PCG
523
Private Capital Group
Connecticut
$1K
SIS
524
Sound Income Strategies
Florida
$1K
TFM
525
TFC Financial Management
Massachusetts
$1K

WU Hedge Fund Activity: Q4 2021 in Review

543 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2021, worth a combined $7B — down 14% from $8.17B a quarter earlier.

Fund positioning in WU was balanced in Q4 2021: 88 funds opened new positions, 88 closed out, 203 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Invesco, cutting an estimated $145M.

  • 543 institutional investors held Western Union (WU) as of Q4 2021, down from 549 in Q3 2021.
  • Funds reported $7B of Western Union stock for Q4 2021, down 14% quarter-over-quarter.
  • 88 funds opened new Western Union positions in Q4 2021 and 88 closed out, a net change of 0 holders.
  • The largest Western Union buyer in Q4 2021 was BlackRock, an estimated $164M added.
  • The largest Western Union seller in Q4 2021 was Invesco, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2021.