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Western Union

543 hedge funds and large institutions have $7B invested in Western Union in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 203 increasing their positions, 173 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $87.3M | Put options by funds: $53.6M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 173

0% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 88

1% less funds holding

Funds holding: 549543 (-6)

1.31% less ownership

Funds ownership: 99.45%98.14% (-1.3%)

14% less capital invested

Capital invested by funds: $8.17B → $7B (-$1.17B)

Holders
543
Holders Change
-6
Holders Change %
-1.09%
% of All Funds
8.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
88
Increased
203
Reduced
173
Closed
88
Calls
$87.3M
Puts
$53.6M
Net Calls
+$33.7M
Net Calls Change
-$8.76M
Name Holding Trade Value Shares
Change
Change in
Stake
ED
601
Exane Derivatives
France
-$68.3K -3,379 Closed
DCM
602
Dupont Capital Management
Delaware
-$58K -2,859 Closed
ETC
603
Exchange Traded Concepts
Oklahoma
-$48K -2,391 Closed
CG
604
Cutler Group
California
-$34.3K -1,859 Closed
Loomis, Sayles & Company
605
Loomis, Sayles & Company
Massachusetts
-$35K -1,746 Closed
GKWIM
606
Gerber Kawasaki Wealth & Investment Management
California
-$29K -1,442 Closed
AL
607
ADE LLC
Maryland
-$21K -1,041 Closed
ACM
608
Antonetti Capital Management
Florida
-$20K -1,000 Closed
T
609
TOBAM
France
-$19K -957 Closed
NFSG
610
Newbridge Financial Services Group
Florida
-$15K -750 Closed
CCM
611
Covington Capital Management
California
-$12K -581 Closed
HFM
612
Harvest Fund Management
China
-$10K -523 Closed
TCWM
613
Total Clarity Wealth Management
Illinois
-$10K -500 Closed
CI
614
CX Institutional
Indiana
-$9K -435 Closed
DOA
615
D'Orazio & Associates
Virginia
-$7K -336 Closed
SIM
616
Sentry Investment Management
Wisconsin
-$5K -244 Closed
GPA
617
Guidance Point Advisors
Massachusetts
-$4K -203 Closed
HIA
618
Harbor Investment Advisory
Maryland
-$3K -169 Closed
ST
619
Smithfield Trust
Pennsylvania
-$2K -110 Closed
AWA
620
Arkadios Wealth Advisors
Georgia
-$1K -92 Closed
GRP
621
Global Retirement Partners
California
-$1K -46 Closed
CWC
622
Carolinas Wealth Consulting
North Carolina
-$1K -30 Closed
AIM
623
Arcadia Investment Management
Michigan
-$1K -25 Closed
EBA
624
Eagle Bay Advisors
New York
-$369 -20 -50%
VCM
625
Versant Capital Management
Arizona
-$240 -13 -59%

WU Hedge Fund Activity: Q4 2021 in Review

543 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2021, worth a combined $7B — down 14% from $8.17B a quarter earlier.

Fund positioning in WU was balanced in Q4 2021: 88 funds opened new positions, 88 closed out, 203 added to existing stakes and 173 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Invesco, cutting an estimated $145M.

  • 543 institutional investors held Western Union (WU) as of Q4 2021, down from 549 in Q3 2021.
  • Funds reported $7B of Western Union stock for Q4 2021, down 14% quarter-over-quarter.
  • 88 funds opened new Western Union positions in Q4 2021 and 88 closed out, a net change of 0 holders.
  • The largest Western Union buyer in Q4 2021 was BlackRock, an estimated $164M added.
  • The largest Western Union seller in Q4 2021 was Invesco, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2021.