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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
BlackRock
1
BlackRock
New York
$1.08B +$164M +8,905,368 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$745M -$117M -6,323,920 -13%
Capital Research Global Investors
3
Capital Research Global Investors
California
$396M -$6.01M -325,827 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$335M -$6.5M -352,290 -2%
IFP
5
Independent Franchise Partners
United Kingdom
$330M -$4.67M -253,398 -1%
State Street
6
State Street
Massachusetts
$272M -$91.5M -4,960,350 -25%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$221M +$45.6M +2,470,419 +25%
VanEck Associates
8
VanEck Associates
New York
$169M +$24.8M +1,344,307 +17%
CCP
9
Clarkston Capital Partners
Michigan
$159M -$764K -41,410 -0.5%
LSV Asset Management
10
LSV Asset Management
Illinois
$136M -$1.16M -62,900 -0.8%
Goldman Sachs
11
Goldman Sachs
New York
$135M -$28.9M -1,567,501 -17%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$127M +$72.2M +3,914,104 +121%
Charles Schwab
13
Charles Schwab
California
$115M -$11.7M -636,949 -9%
JAM
14
Jupiter Asset Management
United Kingdom
$112M +$3.99M +216,381 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$112M -$41.7M -2,259,009 -27%
Northern Trust
16
Northern Trust
Illinois
$102M -$6.82M -369,617 -6%
DG
17
Discerene Group
Connecticut
$101M +$60.9M +3,299,899 +139%
Federated Hermes
18
Federated Hermes
Pennsylvania
$96.2M +$10.3M +560,734 +12%
Amundi
19
Amundi
France
$79M -$16.1M -871,526 -17%
Norges Bank
20
Norges Bank
Norway
$77.4M +$4.05M +219,513 +5%
Morgan Stanley
21
Morgan Stanley
New York
$61M +$13.3M +721,363 +27%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$55.2M -$1.86M -101,026 -3%
Legal & General Group
23
Legal & General Group
United Kingdom
$53.8M -$797K -43,235 -1%
APG Asset Management
24
APG Asset Management
Netherlands
$51M -$9.28M -503,100 -13%
PPA
25
Parametric Portfolio Associates
Washington
$49.6M +$18.9M +1,025,759 +58%

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.