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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
WAS
526
Winch Advisory Services
Wisconsin
$1K +$18 +1 +1%
CA
527
CoreCap Advisors
Michigan
$1K +$350 +19 New
AF
528
Advisornet Financial
Minnesota
$1K +$369 +20 +95%
CAL
529
Capital Advisors Ltd
Ohio
$1K +$756 +41 +273%
JWA
530
JFS Wealth Advisors
Pennsylvania
$1K +$1.24K +67 New
CP
531
Castleview Partners
Texas
$897 +$295K +16,002 New
MGIM
532
M&G Investment Management
United Kingdom
$737 +$20K +1,084 +3%
TAM
533
Tucker Asset Management
Colorado
$667
BBHC
534
Brown Brothers Harriman & Co
New York
$392 -$572 -31 -0.1%
RTC
535
Riverview Trust Company
Washington
$18
AIA
536
Avalon Investment & Advisory
Texas
-$12.8M -633,100 Closed
SFI
537
Susquehanna Fundamental Investments
Pennsylvania
-$10.9M -537,654 Closed
SIC
538
Schwartz Investment Counsel
Michigan
-$6.07M -300,000 Closed
Chevy Chase Trust
539
Chevy Chase Trust
Maryland
-$5.04M -249,492 Closed
ACI
540
AMP Capital Investors
Australia
-$3.65M -180,667 Closed
ANTB
541
AMG National Trust Bank
Colorado
-$2.78M -137,469 Closed
TI
542
Trexquant Investment
Connecticut
-$2.48M -122,862 Closed
Korea Investment Corp
543
Korea Investment Corp
South Korea
-$2.46M -121,700 Closed
CM
544
Caption Management
Oklahoma
-$1.97M -106,980 Closed
PCM
545
PAR Capital Management
Massachusetts
-$2.02M -100,000 Closed
PS
546
Pensionfund Sabic
Netherlands
-$1.53M -75,700 Closed
WG
547
Winton Group
United Kingdom
-$1.5M -74,089 Closed
Rafferty Asset Management
548
Rafferty Asset Management
New York
-$1.49M -73,890 Closed
Public Sector Pension Investment Board (PSP Investments)
549
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$1.48M -73,320 Closed
Wealth Enhancement Advisory Services
550
Wealth Enhancement Advisory Services
Minnesota
-$1.29M -67,057 Closed

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.