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Western Union

572 hedge funds and large institutions have $10.1B invested in Western Union in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 209 increasing their positions, 196 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $93.8M | Put options by funds: $27.3M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

11% more capital invested

Capital invested by funds: $9.09B → $10.1B (+$999M)

7% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 196

0.85% less ownership

Funds ownership: 100.68%99.82% (-0.85%)

6% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 64

1% less funds holding

Funds holding: 580572 (-8)

Holders
572
Holders Change
-8
Holders Change %
-1.38%
% of All Funds
10.04%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
60
Increased
209
Reduced
196
Closed
64
Calls
$93.8M
Puts
$27.3M
Net Calls
+$66.5M
Net Calls Change
+$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
551
Winch Advisory Services
Wisconsin
$2K
AWM
552
Accel Wealth Management
Iowa
$2K +$24 +1 +1%
EI
553
Ellevest Inc
New York
$2K +$918 +39 +150%
WCM
554
Wealthcare Capital Management
Virginia
$2K +$2K +85 New
NFSG
555
Newbridge Financial Services Group
Florida
$2K +$2.35K +100 New
SWM
556
Selective Wealth Management
Virginia
$2K +$2.35K +100 New
AF
557
Advisornet Financial
Minnesota
$1K
CWC
558
Carolinas Wealth Consulting
North Carolina
$1K
Fidelity International
559
Fidelity International
Bermuda
$1K
TWA
560
TCI Wealth Advisors
Arizona
$1K
TFM
561
TFC Financial Management
Massachusetts
$1K
AIM
562
Arcadia Investment Management
Michigan
$1K +$24 +1 +4%
GWS
563
Glassman Wealth Services
Virginia
$1K +$141 +6 +16%
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$1K +$612 +26 New
TAM
565
Tucker Asset Management
Colorado
$912
BBHC
566
Brown Brothers Harriman & Co
New York
$510 +$730 +31 +0.2%
Walleye Capital
567
Walleye Capital
New York
$252 +$240K +10,200 New
MGIM
568
M&G Investment Management
United Kingdom
$233 +$219K +9,309 New
TAM
569
Troy Asset Management
United Kingdom
-$16.6M -755,000 Closed
1832 Asset Management
570
1832 Asset Management
Ontario, Canada
-$8.05M -368,300 Closed
BFG
571
Berger Financial Group
Minnesota
-$3.98M -181,388 Closed
AL
572
AJO LP
Pennsylvania
-$2.66M -121,151 Closed
Zurich Cantonal Bank
573
Zurich Cantonal Bank
Switzerland
-$2.36M -107,396 Closed
HAI
574
Hennessy Advisors Inc
California
-$2.14M -97,522 Closed
FC
575
Full18 Capital
Connecticut
-$1.48M -67,529 Closed

WU Hedge Fund Activity: Q1 2021 in Review

572 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2021, worth a combined $10.1B — up 11% from $9.09B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of WU and 60 opened new positions — a net loss of 4 holders — while 196 trimmed existing stakes and 209 added.

The largest buyer was Goldman Sachs, adding an estimated $163M. The largest seller was Capital Research Global Investors, cutting an estimated $290M.

  • 572 institutional investors held Western Union (WU) as of Q1 2021, down from 580 in Q4 2020.
  • Funds reported $10.1B of Western Union stock for Q1 2021, up 11% quarter-over-quarter.
  • 60 funds opened new Western Union positions in Q1 2021 and 64 closed out, a net change of -4 holders.
  • The largest Western Union buyer in Q1 2021 was Goldman Sachs, an estimated $163M added.
  • The largest Western Union seller in Q1 2021 was Capital Research Global Investors, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2021.