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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
UBS Group
151
UBS Group
Switzerland
$3.06M +$2.18M +118,328 +223%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$3.02M +$230K +12,484 +8%
PI
153
PEAK6 Investments
Illinois
$3M +$1.41M +76,598 +84%
DA
154
Duality Advisers
Florida
$2.96M -$1.45M -78,698 -32%
NC
155
NewSquare Capital
Pennsylvania
$2.86M +$323K +17,520 +12%
LSA
156
Leonteq Securities AG
Switzerland
$2.79M +$1.6M +86,739 +124%
CEI
157
Clark Estates Inc
New York
$2.75M
OSIA
158
O'Shares Investment Advisers
Massachusetts
$2.65M +$84K +4,552 +3%
GAM
159
Gotham Asset Management
New York
$2.6M -$3.33M -180,419 -55%
Treasurer of the State of North Carolina
160
Treasurer of the State of North Carolina
North Carolina
$2.59M -$140K -7,578 -5%
CS
161
Candriam SCA
Luxembourg
$2.55M +$483K +26,177 +22%
Capstone Investment Advisors
162
Capstone Investment Advisors
New York
$2.47M +$1.47M +79,949 +136%
Caisse de Depot et Placement du Quebec (CDPQ)
163
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.42M -$1.1M -59,700 -31%
BRM
164
Boston Research & Management
Massachusetts
$2.42M -$251K -13,600 -9%
COPPSERS
165
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.38M +$1.52M +82,362 +162%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$2.38M -$46.5M -2,523,485 -95%
Aberdeen Group
167
Aberdeen Group
United Kingdom
$2.37M -$1.56M -84,787 -39%
FNT
168
First Nebraska Trust
Nebraska
$2.26M +$44.9K +2,434 +2%
DnB Asset Management
169
DnB Asset Management
Norway
$2.21M +$510K +27,647 +29%
SOMRS
170
State of Michigan Retirement System
Michigan
$2.2M +$293K +15,863 +15%
CA
171
Continental Advisors
Utah
$2.19M +$2.27M +122,900 New
CGH
172
Crossmark Global Holdings
Texas
$2.18M +$1.49M +80,591 +193%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$2.18M +$972K +52,677 +76%
HHAA
174
Henry H. Armstrong Associates
Pennsylvania
$2.17M -$57.2K -3,100 -2%
Aviva
175
Aviva
United Kingdom
$2.17M -$1.35M -73,323 -38%

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.