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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
ETC
551
Exchange Traded Concepts
Oklahoma
$2K -$8.92K -411 -81%
JIR
552
James Investment Research
Ohio
$2K -$2.52K -116 -60%
VRM
553
Vectors Research Management
New York
$2K -$868 -40 -29%
BHWM
554
Bay Harbor Wealth Management
Maryland
$2K
MFT
555
Moisand Fitzgerald Tamayo
Florida
$2K
SFSIG
556
San Francisco Sentry Investment Group
California
$2K
CFD
557
Creative Financial Designs
Indiana
$2K +$22 +1 +0.9%
WAS
558
Winch Advisory Services
Wisconsin
$2K +$22 +1 +1%
PFO
559
Pathstone Family Office
New Jersey
$2K +$1.54K +71 New
AWM
560
Accel Wealth Management
Iowa
$2K +$1.63K +75 New
MA
561
MUFG Americas
New York
$2K +$1.95K +90 New
ST
562
Smithfield Trust
Pennsylvania
$2K +$2.39K +110 New
EI
563
Ellevest Inc
New York
$1K -$46.9K -2,160 -99%
FCA
564
FinTrust Capital Advisors
South Carolina
$1K -$8.48K -391 -86%
Fidelity International
565
Fidelity International
Bermuda
$1K -$7.22K -333 -92%
CWC
566
Carolinas Wealth Consulting
North Carolina
$1K
GI
567
Gradient Investments
Minnesota
$1K
TFM
568
TFC Financial Management
Massachusetts
$1K
VCM
569
Versant Capital Management
Arizona
$1K
GWS
570
Glassman Wealth Services
Virginia
$1K +$174 +8 +28%
AIM
571
Arcadia Investment Management
Michigan
$1K +$521 +24 New
TWA
572
TCI Wealth Advisors
Arizona
$1K +$1.02K +47 New
SWA
573
SOA Wealth Advisors
New York
$1K +$1.15K +53 New
AFG
574
Albion Financial Group
Utah
$1K +$1.43K +66 New
TAM
575
Tucker Asset Management
Colorado
$812 +$803 +37 New

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.