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Western Union

514 hedge funds and large institutions have $7.26B invested in Western Union in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 173 increasing their positions, 210 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $7B → $7.26B (+$257M)

0.71% more ownership

Funds ownership: 98.14%98.86% (+0.71%)

5% less funds holding

Funds holding: 543514 (-29)

18% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 210

32% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 76

32% less call options, than puts

Call options by funds: $40.1M | Put options by funds: $59.1M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
514
Holders Change
-29
Holders Change %
-5.34%
% of All Funds
8.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
173
Reduced
210
Closed
76
Calls
$40.1M
Puts
$59.1M
Net Calls
-$19M
Net Calls Change
-$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.17B +$31M +1,678,722 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$760M -$22.4M -1,211,847 -3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$416M +$192K +10,374 +0%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$349M -$3.05M -164,787 -0.9%
IFP
5
Independent Franchise Partners
United Kingdom
$331M -$15.8M -851,740 -5%
State Street
6
State Street
Massachusetts
$316M +$29.5M +1,592,331 +10%
Goldman Sachs
7
Goldman Sachs
New York
$208M +$65.1M +3,519,961 +46%
VanEck Associates
8
VanEck Associates
New York
$195M +$16.6M +898,992 +9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$182M -$48.9M -2,644,027 -21%
LSV Asset Management
10
LSV Asset Management
Illinois
$150M +$7.68M +415,377 +5%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$135M -$2.74M -147,887 -2%
Charles Schwab
12
Charles Schwab
California
$129M +$8.24M +445,385 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$127M +$9.19M +496,998 +8%
JAM
14
Jupiter Asset Management
United Kingdom
$121M +$4.79M +258,751 +4%
Northern Trust
15
Northern Trust
Illinois
$119M +$11.8M +639,297 +11%
DG
16
Discerene Group
Connecticut
$106M
Federated Hermes
17
Federated Hermes
Pennsylvania
$101M +$169K +9,112 +0.2%
Amundi
18
Amundi
France
$86.5M +$4.4M +237,922 +5%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$84.2M +$56.3M +3,041,300 +210%
Two Sigma Investments
20
Two Sigma Investments
New York
$83M +$53.7M +2,901,146 +190%
Legal & General Group
21
Legal & General Group
United Kingdom
$59M +$2.46M +132,776 +4%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$55.6M -$2.31M -124,908 -4%
Norges Bank
23
Norges Bank
Norway
$53.9M -$27M -1,459,245 -34%
APG Asset Management
24
APG Asset Management
Netherlands
$52.2M -$2.82M -152,600 -5%
JP Morgan Chase
25
JP Morgan Chase
New York
$49.5M -$2.36M -127,577 -5%

WU Hedge Fund Activity: Q1 2022 in Review

514 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2022, worth a combined $7.26B — up 3.7% from $7B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of WU and 52 opened new positions — a net loss of 24 holders — while 210 trimmed existing stakes and 173 added.

The largest buyer was Goldman Sachs, adding an estimated $65.1M. The largest seller was Clarkston Capital Partners, exiting entirely with an estimated $159M sold.

  • 514 institutional investors held Western Union (WU) as of Q1 2022, down from 543 in Q4 2021.
  • Funds reported $7.26B of Western Union stock for Q1 2022, up 3.7% quarter-over-quarter.
  • 52 funds opened new Western Union positions in Q1 2022 and 76 closed out, a net change of -24 holders.
  • The largest Western Union buyer in Q1 2022 was Goldman Sachs, an estimated $65.1M added.
  • The largest Western Union seller in Q1 2022 was Clarkston Capital Partners, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2022.