Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Western Un Co (WU)

476 + Investors. Track Smart Money conviction in WU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -17
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — WU

Based on 487 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
487 hedge funds hold WU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

237 buying294 selling
Last quarter: 294 funds reduced or exited vs 237 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~95 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 68 → 100 → 100 → 95. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new
306 out of 487 hedge funds have held WU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

77 → 68 → 100 → 100 → 95 new funds/Q
New funds entering each quarter: 68 → 100 → 100 → 95. A growing number of institutions are discovering WU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 497 holders: 337 (68%) are 2+ year veterans, 52 entered 1–2 years ago, and 108 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
57 of 481 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in WU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WU

In 2026 Q2, 237 hedge funds were net buyers of WU (95 opened a new position, 142 added to an existing one), while 294 reduced or exited (182 trimmed, 112 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 65% of total institutional value in WU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -17 funds (more exits than new entries). Total institutional holders: 487.

Hedge Fund Ownership: WU

How many hedge funds hold WU — quarterly history vs. share price
Quarterly hedge fund ownership of WU vs. share price

Market Analysis: WU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WU

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 3 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: WU
476 + Investors

Track Smart Money conviction in WU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 476 504 -5.56%
13F Shares 304M 319M -4.76%
Total Value $2.24B $2.67B -16.3%
New Positions 93 100 -7
Increased Positions 136 176 -40
Closed Positions 115 71 +44
Reduced Positions 181 155 +26
Total Calls 9 8 12.5%
Total Puts 6 6 -
PUT/CALL Ratio 0.67 0.75 Bullish

Statistics: WU

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Financial Highlights

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Institutional Holders (2026 Q2)

476 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WU. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brickwood Asset Management LLP 18.50% 3,345,007 $25.8M
2 Kore Advisors LP 5.74% 717,632 $5.5M
3 Continental Advisors LLC 3.52% 1,083,891 $8.3M
4 Discerene Group LP 2.97% 3,433,523 $26.4M
5 Fourth Sail Capital LP 2.47% 2,120,585 $16.3M
6 TSP Capital Management Group, LLC 2.07% 1,125,159 $8.7M
7 Collar Capital Management, LLC 2.02% 443,887 $3.4M
8 Algebris (uk) Ltd 1.40% 2,765,094 $21.2M
9 Longfellow Investment Management Co LLC 1.37% 869,891 $6.7M
10 Gilman Hill Asset Management, LLC 0.89% 844,517 $6.5M
11 PARK CIRCLE Co 0.68% 103,010 $793K
12 Waycross Investment Management Co 0.63% 106,652 $821K
13 First Nebraska Trust Co 0.55% 137,151 $3.0M
14 Range Financial Group LLC 0.52% 246,982 $1.9M
15 Cambria Investment Management, L.P. 0.51% 1,334,697 $10.3M
16 Mork Capital Management, LLC 0.49% 100,000 $770K
17 Intrinsic Edge Capital Management LLC 0.45% 565,000 $4.4M
18 1834 Investment Advisors Co 0.44% 499,965 $3.8M
19 Millington Securities, LLC 0.40% 167,676 $1.5M
20 Clark Estates Inc/Ny 0.36% 200,650 $1.5M
21 Schwartz Investment Counsel Inc 0.34% 1,350,000 $10.4M
22 Fideuram Asset Management (Ireland) dac 0.34% 2,059,763 $18.1M
23 Icon Advisers Inc/Co 0.32% 220,500 $1.7M
24 Schulhoff & Co Inc 0.32% 102,150 $787K
25 Wbi Investments, LLC 0.26% 138,604 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Western Un Co (WU)

What does the Smart Money Trend signal show for WU?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WU?

More sellers than buyers — 45% buying: Last quarter: 294 funds reduced or exited vs 237 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WU holders?

Elite ownership — 65% AUM from top-100 funds: 57 of 481 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in WU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WU?

63% of holders stayed for 2+ years: 306 out of 487 hedge funds have held WU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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