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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
Principal Financial Group
76
Principal Financial Group
Iowa
$16.8M +$3.29M +139,862 +26%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$16.6M -$1.27M -53,847 -7%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$16.2M +$1.4M +59,681 +10%
Wells Fargo
79
Wells Fargo
California
$15.5M -$1.24M -52,851 -8%
QI
80
QS Investors
New York
$14.3M -$897K -38,089 -6%
HPC
81
HM Payson & Co
Maine
$14M +$13.4M +567,245 New
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$13.6M +$2.09M +88,628 +19%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$13.5M -$739K -31,410 -5%
Canada Life
84
Canada Life
Manitoba, Canada
$13.5M -$15M -637,437 -54%
Mackenzie Financial
85
Mackenzie Financial
Ontario, Canada
$13M -$168K -7,153 -1%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$13M -$718K -30,489 -5%
Citigroup
87
Citigroup
New York
$12.9M -$1.78M -75,562 -13%
TCMG
88
TSP Capital Management Group
New Jersey
$12.8M +$610K +25,900 +5%
WorldQuant Millennium Advisors
89
WorldQuant Millennium Advisors
New York
$12.7M
AAF
90
Andra AP-fonden
Sweden
$12.7M +$1.51M +64,100 +14%
SEI Investments
91
SEI Investments
Pennsylvania
$12.5M +$4.99M +212,159 +66%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$12.5M +$1.5M +63,578 +14%
SLAM
93
Swiss Life Asset Management
$12.2M +$420K +17,859 +4%
SAM
94
Storebrand Asset Management
Norway
$12.2M +$3.41M +144,882 +42%
RGI
95
River Global Investors
United Kingdom
$12.1M +$4.56M +193,746 +66%
BGIM
96
Brandywine Global Investment Management
Pennsylvania
$11.5M +$3.15M +134,007 +40%
Capital Fund Management (CFM)
97
Capital Fund Management (CFM)
France
$11.4M -$527K -22,365 -5%
PP
98
Prudential plc
United Kingdom
$11.1M -$41.4M -1,760,675 -80%
Adage Capital Partners
99
Adage Capital Partners
Massachusetts
$10.9M +$9M +382,385 +660%
WBC
100
Westpac Banking Corp
Australia
$10.7M +$2.82M +119,649 +38%

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.