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Western Union

515 hedge funds and large institutions have $5.18B invested in Western Union in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 200 increasing their positions, 180 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

11% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 180

2% more funds holding

Funds holding: 505515 (+10)

1.65% more ownership

Funds ownership: 97.84%99.49% (+1.7%)

8% more call options, than puts

Call options by funds: $37.6M | Put options by funds: $35M

17% less capital invested

Capital invested by funds: $6.21B → $5.18B (-$1.03B)

Holders
515
Holders Change
+10
Holders Change %
+1.98%
% of All Funds
8.87%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
49
Increased
200
Reduced
180
Closed
35
Calls
$37.6M
Puts
$35M
Net Calls
+$2.65M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$844M -$8.65M -551,965 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$618M +$55.2M +3,522,420 +8%
Capital Research Global Investors
3
Capital Research Global Investors
California
$237M -$72.8M -4,645,205 -21%
IFP
4
Independent Franchise Partners
United Kingdom
$224M -$8.13M -518,709 -3%
State Street
5
State Street
Massachusetts
$223M +$4.12M +262,895 +2%
VanEck Associates
6
VanEck Associates
New York
$149M +$14.5M +923,793 +9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$133M -$85.9M -5,480,946 -36%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$121M -$10.8M -689,048 -7%
Charles Schwab
9
Charles Schwab
California
$106M +$9.26M +591,016 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$105M +$17M +1,084,442 +16%
LSV Asset Management
11
LSV Asset Management
Illinois
$104M +$3.67M +234,389 +3%
JAM
12
Jupiter Asset Management
United Kingdom
$98.5M +$9.33M +595,000 +9%
Northern Trust
13
Northern Trust
Illinois
$91.5M -$1.71M -108,997 -2%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$90.2M -$7.66M -488,905 -7%
Amundi
15
Amundi
France
$82.1M +$78.1M +4,980,973 +502%
DG
16
Discerene Group
Connecticut
$76.7M
Goldman Sachs
17
Goldman Sachs
New York
$69.1M -$35.3M -2,252,330 -31%
Citadel Advisors
18
Citadel Advisors
Florida
$58.2M +$42.8M +2,729,774 +172%
Morgan Stanley
19
Morgan Stanley
New York
$57.5M +$37.8K +2,411 +0.1%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$57.2M -$7.9M -504,000 -11%
UBS AM
21
UBS AM
Illinois
$55M +$15.2M +969,414 +31%
Marshall Wace
22
Marshall Wace
United Kingdom
$53.4M +$34.4M +2,196,323 +125%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$38.8M -$540K -34,426 -1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$37.3M +$5.07M +323,537 +13%
Legal & General Group
25
Legal & General Group
United Kingdom
$36.6M -$4.39M -279,790 -9%

WU Hedge Fund Activity: Q3 2022 in Review

515 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2022, worth a combined $5.18B — down 17% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WU positions and 35 closed out — a net gain of 14 holders — while 200 added to existing stakes and 180 trimmed.

The largest buyer was Amundi, adding an estimated $78.1M. The largest seller was Fidelity Investments, cutting an estimated $85.9M.

  • 515 institutional investors held Western Union (WU) as of Q3 2022, up from 505 in Q2 2022.
  • Funds reported $5.18B of Western Union stock for Q3 2022, down 17% quarter-over-quarter.
  • 49 funds opened new Western Union positions in Q3 2022 and 35 closed out, a net change of +14 holders.
  • The largest Western Union buyer in Q3 2022 was Amundi, an estimated $78.1M added.
  • The largest Western Union seller in Q3 2022 was Fidelity Investments, an estimated $85.9M sold.

Based on aggregated 13F filings for Q3 2022.