We are live on ! Find out more
WU icon

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
BlackRock
1
BlackRock
New York
$1.27B +$63.6M +2,702,693 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.18B +$4.45M +188,891 +0.4%
State Street
3
State Street
Massachusetts
$511M -$37.1M -1,577,050 -7%
Capital Research Global Investors
4
Capital Research Global Investors
California
$509M -$290M -12,319,117 -37%
IFP
5
Independent Franchise Partners
United Kingdom
$497M +$7.05M +299,489 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$488M -$567K -24,082 -0.1%
Goldman Sachs
7
Goldman Sachs
New York
$300M +$163M +6,911,435 +132%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$226M -$16.3M -690,778 -7%
CCP
9
Clarkston Capital Partners
Michigan
$226M +$4.06M +172,576 +2%
LSV Asset Management
10
LSV Asset Management
Illinois
$196M -$33.5M -1,422,419 -15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$194M +$21.7M +920,673 +13%
Invesco
12
Invesco
Georgia
$176M +$10M +426,004 +6%
Charles Schwab
13
Charles Schwab
California
$163M +$90.3M +3,834,082 +138%
Northern Trust
14
Northern Trust
Illinois
$140M -$11.7M -498,228 -8%
AAMU
15
Amundi Asset Management US
Massachusetts
$132M -$119K -5,043 -0.1%
JAM
16
Jupiter Asset Management
United Kingdom
$132M +$19.8M +839,167 +19%
Norges Bank
17
Norges Bank
Norway
$107M +$1.53M +64,846 +2%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$106M -$14.7M -626,342 -13%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$105M +$13.3M +563,179 +15%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$97.8M +$8.56M +363,590 +10%
APG Asset Management
21
APG Asset Management
Netherlands
$93.3M +$1.66M +70,708 +2%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$79.8M -$3.71M -157,622 -5%
Legal & General Group
23
Legal & General Group
United Kingdom
$77.6M -$3.7M -157,104 -5%
Federated Hermes
24
Federated Hermes
Pennsylvania
$77M +$27.6M +1,171,768 +60%
Swiss National Bank
25
Swiss National Bank
Switzerland
$76.9M -$1.85M -78,700 -2%

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.