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Western Union

549 hedge funds and large institutions have $8.17B invested in Western Union in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 196 increasing their positions, 209 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $70.2M | Put options by funds: $27.7M

0.04% more ownership

Funds ownership: 99.42%99.45% (+0.04%)

6% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 209

3% less funds holding

Funds holding: 567549 (-18)

12% less capital invested

Capital invested by funds: $9.33B → $8.17B (-$1.16B)

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
549
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
9.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
45
Increased
196
Reduced
209
Closed
57
Calls
$70.2M
Puts
$27.7M
Net Calls
+$42.4M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
576
Intersect Capital
California
-$283K -12,321 Closed
B
577
BP
United Kingdom
-$277K -12,080 Closed
KPWS
578
Kestra Private Wealth Services
Texas
-$260K -11,334 Closed
IWC
579
Integrated Wealth Concepts
Massachusetts
-$259K -11,286 Closed
EP
580
Eudaimonia Partners
Tennessee
-$254K -11,064 Closed
MCWS
581
McKinley Carter Wealth Services
West Virginia
-$220K -9,585 Closed
LI
582
LVZ Inc
Michigan
-$215K -9,341 Closed
ACP
583
Ashfield Capital Partners
California
-$204K -8,874 Closed
ETM
584
Euclidean Technologies Management
Washington
-$204K -8,862 Closed
BAM
585
Belpointe Asset Management
Nevada
-$121K -5,261 Closed
M
586
MOTCO
Texas
-$83K -3,600 Closed
EAM
587
Exos Asset Management
New York
-$80K -3,467 Closed
SOW
588
State of Wyoming
Wyoming
-$59K -2,583 Closed
FMT
589
First Mercantile Trust
Tennessee
-$47K -2,048 Closed
National Pension Service
590
National Pension Service
South Korea
-$38.4K -1,738 -100%
PO
591
Private Ocean
California
-$36K -1,557 Closed
RDWM
592
Red Door Wealth Management
Tennessee
-$16K -725 Closed
CWP
593
Concord Wealth Partners
Virginia
-$15K -632 Closed
WP
594
WealthShield Partners
North Carolina
-$10K -445 Closed
SWM
595
Spire Wealth Management
Virginia
-$9K -400 Closed
EFSCE
596
Enterprise Financial Services Corp (EFSC)
Missouri
-$7K -284 Closed
RFA
597
Reilly Financial Advisors
California
-$6K -270 Closed
CFGS
598
Concourse Financial Group Securities
Alabama
-$4.68K -212 Closed
WAM
599
Wolverine Asset Management
Illinois
-$2K -113 Closed
PWP
600
Personal Wealth Partners
Minnesota
-$3K -112 Closed

WU Hedge Fund Activity: Q3 2021 in Review

549 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2021, worth a combined $8.17B — down 12% from $9.33B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of WU and 45 opened new positions — a net loss of 12 holders — while 209 trimmed existing stakes and 196 added.

The largest buyer was VanEck Associates, adding an estimated $105M. The largest seller was Two Sigma Investments, cutting an estimated $56.1M.

  • 549 institutional investors held Western Union (WU) as of Q3 2021, down from 567 in Q2 2021.
  • Funds reported $8.17B of Western Union stock for Q3 2021, down 12% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q3 2021 and 57 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q3 2021 was VanEck Associates, an estimated $105M added.
  • The largest Western Union seller in Q3 2021 was Two Sigma Investments, an estimated $56.1M sold.

Based on aggregated 13F filings for Q3 2021.