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Western Union

549 hedge funds and large institutions have $8.17B invested in Western Union in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 196 increasing their positions, 209 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $70.2M | Put options by funds: $27.7M

0.04% more ownership

Funds ownership: 99.42%99.45% (+0.04%)

6% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 209

3% less funds holding

Funds holding: 567549 (-18)

12% less capital invested

Capital invested by funds: $9.33B → $8.17B (-$1.16B)

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
549
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
9.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
45
Increased
196
Reduced
209
Closed
57
Calls
$70.2M
Puts
$27.7M
Net Calls
+$42.4M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.05B -$1.67M -75,749 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$972M +$1.99M +90,036 +0.2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$456M +$32.4M +1,467,320 +7%
State Street
4
State Street
Massachusetts
$409M -$15.3M -693,933 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$387M +$6.95M +314,464 +2%
IFP
6
Independent Franchise Partners
United Kingdom
$379M -$31.7M -1,435,143 -7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$200M +$18.1M +820,330 +9%
Invesco
8
Invesco
Georgia
$186M +$33.6M +1,520,013 +20%
Goldman Sachs
9
Goldman Sachs
New York
$185M -$53.8M -2,435,773 -21%
CCP
10
Clarkston Capital Partners
Michigan
$181M -$5.35M -241,975 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$172M +$7.3M +330,499 +4%
VanEck Associates
12
VanEck Associates
New York
$165M +$105M +4,736,661 +139%
LSV Asset Management
13
LSV Asset Management
Illinois
$155M -$121K -5,492 -0.1%
Charles Schwab
14
Charles Schwab
California
$144M +$6.23M +281,967 +4%
Northern Trust
15
Northern Trust
Illinois
$123M +$10.4M +469,039 +8%
JAM
16
Jupiter Asset Management
United Kingdom
$122M +$12.4M +559,722 +10%
Amundi
17
Amundi
France
$106M +$21.1M +955,303 +22%
Federated Hermes
18
Federated Hermes
Pennsylvania
$97.6M +$19.9M +899,028 +23%
Norges Bank
19
Norges Bank
Norway
$83.2M -$2.76M -124,846 -3%
Robeco Institutional Asset Management
20
Robeco Institutional Asset Management
Netherlands
$69.2M -$4.26M -193,046 -5%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$68.8M -$24.6M -1,115,300 -25%
APG Asset Management
22
APG Asset Management
Netherlands
$65.5M -$15.3M -691,430 -16%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$65.3M -$6.1M -275,951 -8%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$64.6M +$395K +17,867 +0.6%
Legal & General Group
25
Legal & General Group
United Kingdom
$61.8M -$3.07M -138,996 -4%

WU Hedge Fund Activity: Q3 2021 in Review

549 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2021, worth a combined $8.17B — down 12% from $9.33B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of WU and 45 opened new positions — a net loss of 12 holders — while 209 trimmed existing stakes and 196 added.

The largest buyer was VanEck Associates, adding an estimated $105M. The largest seller was Two Sigma Investments, cutting an estimated $56.1M.

  • 549 institutional investors held Western Union (WU) as of Q3 2021, down from 567 in Q2 2021.
  • Funds reported $8.17B of Western Union stock for Q3 2021, down 12% quarter-over-quarter.
  • 45 funds opened new Western Union positions in Q3 2021 and 57 closed out, a net change of -12 holders.
  • The largest Western Union buyer in Q3 2021 was VanEck Associates, an estimated $105M added.
  • The largest Western Union seller in Q3 2021 was Two Sigma Investments, an estimated $56.1M sold.

Based on aggregated 13F filings for Q3 2021.