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Western Union

567 hedge funds and large institutions have $9.33B invested in Western Union in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 204 increasing their positions, 199 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $90.8M | Put options by funds: $30.3M

3% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 199

0.41% less ownership

Funds ownership: 99.82%99.42% (-0.41%)

1% less funds holding

Funds holding: 572567 (-5)

2% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 58

8% less capital invested

Capital invested by funds: $10.1B → $9.33B (-$758M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
567
Holders Change
-5
Holders Change %
-0.87%
% of All Funds
9.87%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
57
Increased
204
Reduced
199
Closed
58
Calls
$90.8M
Puts
$30.3M
Net Calls
+$60.5M
Net Calls Change
-$6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.19B +$7.44M +298,893 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.1B +$171K +6,872 +0%
Capital Research Global Investors
3
Capital Research Global Investors
California
$484M +$10.1M +404,802 +2%
State Street
4
State Street
Massachusetts
$480M +$4.52M +181,718 +0.9%
IFP
5
Independent Franchise Partners
United Kingdom
$464M +$1.29M +51,729 +0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$432M -$24.6M -987,306 -5%
Goldman Sachs
7
Goldman Sachs
New York
$266M -$14.5M -583,281 -5%
CCP
8
Clarkston Capital Partners
Michigan
$211M +$206K +8,290 +0.1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$209M -$2.26M -90,839 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$188M +$8.22M +330,194 +4%
LSV Asset Management
11
LSV Asset Management
Illinois
$176M -$6.58M -264,300 -3%
Invesco
12
Invesco
Georgia
$176M +$12.8M +513,054 +7%
Charles Schwab
13
Charles Schwab
California
$157M +$4.94M +198,515 +3%
Northern Trust
14
Northern Trust
Illinois
$129M -$1.18M -47,546 -0.8%
JAM
15
Jupiter Asset Management
United Kingdom
$125M +$3M +120,381 +2%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$112M +$47.2M +1,894,700 +63%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$104M +$6.48M +260,237 +6%
Two Sigma Investments
18
Two Sigma Investments
New York
$101M +$44M +1,768,353 +67%
Amundi
19
Amundi
France
$98.5M +$107M +4,290,262 New
Norges Bank
20
Norges Bank
Norway
$97.4M -$2.79M -111,895 -3%
Federated Hermes
21
Federated Hermes
Pennsylvania
$90.3M +$20.2M +809,419 +26%
APG Asset Management
22
APG Asset Management
Netherlands
$86.1M +$32.4K +1,300 +0%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$83.1M -$17M -682,521 -16%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$80.5M -$11.5M -459,866 -12%
VanEck Associates
25
VanEck Associates
New York
$78.3M +$16.3M +655,817 +24%

WU Hedge Fund Activity: Q2 2021 in Review

567 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2021, worth a combined $9.33B — down 7.5% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of WU and 57 opened new positions — a net loss of 1 holder — while 199 trimmed existing stakes and 204 added.

The largest buyer was Two Sigma Advisers, adding an estimated $47.2M. The largest seller was Miller Howard Investments, exiting entirely with an estimated $61.1M sold.

  • 567 institutional investors held Western Union (WU) as of Q2 2021, down from 572 in Q1 2021.
  • Funds reported $9.33B of Western Union stock for Q2 2021, down 7.5% quarter-over-quarter.
  • 57 funds opened new Western Union positions in Q2 2021 and 58 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q2 2021 was Two Sigma Advisers, an estimated $47.2M added.
  • The largest Western Union seller in Q2 2021 was Miller Howard Investments, an estimated $61.1M sold.

Based on aggregated 13F filings for Q2 2021.