Western Union
505 hedge funds and large institutions have $5.18B invested in Western Union in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 56 closing their positions.
102% more call options, than puts
Call options by funds: $50.4M | Put options by funds: $24.9M
4% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 56
0% more capital invested
Capital invested by funds: $5.18B → $5.18B (+$1.8M)
7% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 194
1.29% less ownership
Funds ownership: 99.49% → 98.2% (-1.3%)
2% less funds holding
Funds holding: 515 → 505 (-10)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$55.2M |
| 2 |
BlackRock
New York
|
+$29.8M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$29.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.5M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$116M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$55M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$46M |
| 4 |
Bank of New York Mellon
New York
|
-$39.1M |
| 5 |
Two Sigma Advisers
New York
|
-$15.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFM
551
Harvest Fund Management
Beijing,
China
| – | -$5K | -375 | Closed |
|
|
TAIM
552
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$5K | -359 | Closed |
|
|
EC
553
EdgeRock Capital
Denver,
Colorado
| – | -$4K | -288 | Closed |
|
|
CA
554
Crewe Advisors
Salt Lake City,
Utah
| – | -$4K | -267 | Closed |
|
|
GWSG
555
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$3K | -200 | Closed |
|
|
CAL
556
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$2.48K | -180 | -92% |
|
|
SWM
557
Selective Wealth Management
Forest,
Virginia
| – | -$2K | -150 | Closed |
|
|
EW
558
Evoke Wealth
Los Angeles,
California
| – | -$1K | -50 | Closed |
|
559
CI Investments Inc
Toronto,
Ontario, Canada
| – | +$14 | +1 | +5% |
|
|
HBW
560
Hazlett, Burt & Watson
Wheeling,
West Virginia
| – | +$304 | +22 | New |
|
WU Hedge Fund Activity: Q4 2022 in Review
505 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2022, worth a combined $5.18B — up 0.03% from $5.18B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new WU positions and 56 closed out — a net gain of 2 holders — while 180 added to existing stakes and 194 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $55.2M. The largest seller was Independent Franchise Partners, cutting an estimated $116M.
- 505 institutional investors held Western Union (WU) as of Q4 2022, down from 515 in Q3 2022.
- Funds reported $5.18B of Western Union stock for Q4 2022, up 0.03% quarter-over-quarter.
- 58 funds opened new Western Union positions in Q4 2022 and 56 closed out, a net change of +2 holders.
- The largest Western Union buyer in Q4 2022 was AQR Capital Management, an estimated $55.2M added.
- The largest Western Union seller in Q4 2022 was Independent Franchise Partners, an estimated $116M sold.
Based on aggregated 13F filings for Q4 2022.