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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
OAM
151
Optimal Asset Management
California
$4.35M +$883K +37,501 +27%
IPAM
152
ICICI Prudential Asset Management
India
$4.19M +$1.85M +78,600 +87%
Osaic Holdings
153
Osaic Holdings
Arizona
$4.16M +$232K +9,875 +6%
Connor, Clark & Lunn Investment Management (CC&L)
154
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.15M -$7.55M -320,655 -66%
NB
155
Northwest Bancshares
Pennsylvania
$4.06M +$145K +6,145 +4%
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$4.05M
Macquarie Group
157
Macquarie Group
Australia
$4.05M +$1.35M +57,372 +54%
Treasurer of the State of North Carolina
158
Treasurer of the State of North Carolina
North Carolina
$3.86M -$12.5K -530 -0.3%
CEI
159
Clark Estates Inc
New York
$3.8M +$377K +16,000 +12%
Retirement Systems of Alabama
160
Retirement Systems of Alabama
Alabama
$3.78M -$279K -11,856 -7%
AIM
161
Achmea Investment Management
Netherlands
$3.75M -$2.8M -118,967 -44%
SAM
162
Shell Asset Management
Netherlands
$3.69M -$3.13M -133,025 -47%
Mitsubishi UFJ Asset Management
163
Mitsubishi UFJ Asset Management
Japan
$3.67M +$400K +17,000 +13%
Stifel Financial
164
Stifel Financial
Missouri
$3.61M +$1.3M +55,413 +61%
Aviva
165
Aviva
United Kingdom
$3.45M -$59.6K -2,531 -2%
FAF
166
Fjarde Ap-fonden
Sweden
$3.43M -$372K -15,800 -10%
DILIC
167
Dai-ichi Life Insurance Company
Japan
$3.4M -$304K -12,913 -9%
BRM
168
Boston Research & Management
Massachusetts
$3.38M +$23.1K +980 +0.7%
CPO
169
Cerity Partners OCIO
New York
$3.36M +$3.21M +136,415 New
Comerica Bank
170
Comerica Bank
Texas
$3.36M +$172K +7,311 +6%
SG Americas Securities
171
SG Americas Securities
New York
$3.32M -$595K -25,255 -16%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$3.31M +$65.8K +2,793 +2%
HHAA
173
Henry H. Armstrong Associates
Pennsylvania
$3.31M -$88.9K -3,776 -3%
Twin Tree Management
174
Twin Tree Management
Texas
$3.21M +$1.54M +65,514 +102%
NC
175
NewSquare Capital
Pennsylvania
$3.21M -$8.31K -353 -0.3%

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.