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Western Union

567 hedge funds and large institutions have $9.33B invested in Western Union in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 204 increasing their positions, 199 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $90.8M | Put options by funds: $30.3M

3% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 199

0.41% less ownership

Funds ownership: 99.82%99.42% (-0.41%)

1% less funds holding

Funds holding: 572567 (-5)

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

8% less capital invested

Capital invested by funds: $10.1B → $9.33B (-$758M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
567
Holders Change
-5
Holders Change %
-0.87%
% of All Funds
9.87%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
57
Increased
204
Reduced
199
Closed
58
Calls
$90.8M
Puts
$30.3M
Net Calls
+$60.5M
Net Calls Change
-$6M
Name Holding Trade Value Shares
Change
Change in
Stake
AII
601
AGF Investments Inc
Ontario, Canada
-$241K -9,773 Closed
SPC
602
Sigma Planning Corp
Michigan
-$229K -9,276 Closed
OWA
603
One Wealth Advisors
California
-$209K -8,483 Closed
WI
604
Wedgewood Investors
Pennsylvania
-$202K -8,200 Closed
IFAM
605
Institutional & Family Asset Management
Colorado
-$83K -3,385 Closed
SC
606
Sawyer & Company
Massachusetts
-$82K -3,332 Closed
Jones Financial Companies
607
Jones Financial Companies
Missouri
-$66K -2,680 Closed
VFA
608
Valeo Financial Advisors
Indiana
-$27K -1,109 Closed
PCM
609
Penserra Capital Management
California
-$25K -1,025 Closed
SIAP
610
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$23K -948 Closed
TCWM
611
Total Clarity Wealth Management
Illinois
-$12K -500 Closed
AIC
612
Ameritas Investment Company
Nebraska
-$11.6K -472 Closed
WAP
613
Wealthcare Advisory Partners
Pennsylvania
-$10K -415 Closed
LWM
614
Liberty Wealth Management
California
-$5K -249 Closed
DWP
615
Destiny Wealth Partners
Florida
-$3K -133 Closed
SWM
616
Selective Wealth Management
Virginia
-$2K -100 Closed
ACM
617
Allred Capital Management
Texas
-$2.42K -98 Closed
WCM
618
Wealthcare Capital Management
Virginia
-$2K -85 Closed
BHWM
619
Bay Harbor Wealth Management
Maryland
-$2K -78 Closed
Fidelity International
620
Fidelity International
Bermuda
-$1K -30 Closed
GRP
621
Global Retirement Partners
California
+$174 +7 New
SWA
622
SOA Wealth Advisors
New York
+$174 +7 +35%

WU Hedge Fund Activity: Q2 2021 in Review

567 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2021, worth a combined $9.33B — down 7.5% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of WU and 57 opened new positions — a net loss of 1 holder — while 199 trimmed existing stakes and 204 added.

The largest buyer was Two Sigma Advisers, adding an estimated $47.2M. The largest seller was Miller Howard Investments, exiting entirely with an estimated $61.1M sold.

  • 567 institutional investors held Western Union (WU) as of Q2 2021, down from 572 in Q1 2021.
  • Funds reported $9.33B of Western Union stock for Q2 2021, down 7.5% quarter-over-quarter.
  • 57 funds opened new Western Union positions in Q2 2021 and 58 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q2 2021 was Two Sigma Advisers, an estimated $47.2M added.
  • The largest Western Union seller in Q2 2021 was Miller Howard Investments, an estimated $61.1M sold.

Based on aggregated 13F filings for Q2 2021.