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Western Union

505 hedge funds and large institutions have $5.18B invested in Western Union in 2022 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $24.9M

4% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 56

0% more capital invested

Capital invested by funds: $5.18B → $5.18B (+$1.8M)

7% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 194

1.29% less ownership

Funds ownership: 99.49%98.2% (-1.3%)

2% less funds holding

Funds holding: 515505 (-10)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
505
Holders Change
-10
Holders Change %
-1.94%
% of All Funds
8.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
180
Reduced
194
Closed
56
Calls
$50.4M
Puts
$24.9M
Net Calls
+$25.5M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$890M +$29.8M +2,157,657 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$652M +$21.5M +1,555,426 +3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$263M +$21.3M +1,540,292 +9%
State Street
4
State Street
Massachusetts
$228M +$190K +13,743 +0.1%
VanEck Associates
5
VanEck Associates
New York
$173M +$20.8M +1,509,663 +14%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$132M -$3.9M -282,164 -3%
JAM
7
Jupiter Asset Management
United Kingdom
$130M +$29.6M +2,144,069 +29%
Charles Schwab
8
Charles Schwab
California
$119M +$11.6M +842,308 +11%
IFP
9
Independent Franchise Partners
United Kingdom
$113M -$116M -8,434,556 -51%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$107M +$274K +19,868 +0.3%
LSV Asset Management
11
LSV Asset Management
Illinois
$104M -$1.83M -132,356 -2%
Northern Trust
12
Northern Trust
Illinois
$102M +$9.04M +654,842 +10%
Amundi
13
Amundi
France
$95.2M +$11.4M +824,392 +14%
AQR Capital Management
14
AQR Capital Management
Connecticut
$90.6M +$55.2M +4,000,880 +155%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$90.3M -$1.75M -126,626 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$84.4M -$39.1M -2,833,878 -32%
DG
17
Discerene Group
Connecticut
$78.2M
UBS AM
18
UBS AM
Illinois
$75.3M +$19.2M +1,393,691 +34%
Morgan Stanley
19
Morgan Stanley
New York
$73M +$14.3M +1,037,828 +24%
Goldman Sachs
20
Goldman Sachs
New York
$56.3M -$14.2M -1,028,516 -20%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$51M +$18M +1,303,418 +54%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$42.8M -$15.7M -1,133,800 -27%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$38.4M -$1.17M -85,068 -3%
First Trust Advisors
24
First Trust Advisors
Illinois
$37.6M +$7.35M +532,441 +24%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$37.1M +$16.8M +1,216,802 +83%

WU Hedge Fund Activity: Q4 2022 in Review

505 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2022, worth a combined $5.18B — up 0.03% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WU positions and 56 closed out — a net gain of 2 holders — while 180 added to existing stakes and 194 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $55.2M. The largest seller was Independent Franchise Partners, cutting an estimated $116M.

  • 505 institutional investors held Western Union (WU) as of Q4 2022, down from 515 in Q3 2022.
  • Funds reported $5.18B of Western Union stock for Q4 2022, up 0.03% quarter-over-quarter.
  • 58 funds opened new Western Union positions in Q4 2022 and 56 closed out, a net change of +2 holders.
  • The largest Western Union buyer in Q4 2022 was AQR Capital Management, an estimated $55.2M added.
  • The largest Western Union seller in Q4 2022 was Independent Franchise Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2022.