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Western Union

435 hedge funds and large institutions have $4.37B invested in Western Union in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 141 increasing their positions, 175 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $13.9M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $3.96B → $4.37B (+$415M)

2.16% less ownership

Funds ownership: 90.22%88.06% (-2.2%)

6% less funds holding

Funds holding: 463435 (-28)

19% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 175

33% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 66

Holders
435
Holders Change
-28
Holders Change %
-6.05%
% of All Funds
6.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
44
Increased
141
Reduced
175
Closed
66
Calls
$25.3M
Puts
$13.9M
Net Calls
+$11.4M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
226
Raymond James Financial Services Advisors
Florida
$488K +$5.64K +460 +1%
Cetera Investment Advisers
227
Cetera Investment Advisers
Illinois
$487K +$80.6K +6,575 +22%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$471K +$40.4K +3,293 +10%
CAMG
229
CWA Asset Management Group
Florida
$469K +$46.4K +3,782 +12%
Neuberger Berman Group
230
Neuberger Berman Group
New York
$468K +$2.88K +235 +0.7%
Mitsubishi UFJ Asset Management
231
Mitsubishi UFJ Asset Management
Japan
$464K -$5.31K -433 -1%
KAS
232
Kestra Advisory Services
Texas
$461K +$429K +35,003 New
RJA
233
Raymond James & Associates
Florida
$461K +$106K +8,639 +33%
Sumitomo Mitsui Trust Group
234
Sumitomo Mitsui Trust Group
Japan
$458K
CCM
235
Cullen Capital Management
New York
$450K +$419K +34,170 New
ECA
236
Elevated Capital Advisors
Utah
$450K -$1.68K -137 -0.4%
RT
237
Rockland Trust
Massachusetts
$449K -$250K -20,424 -37%
CWM
238
C2C Wealth Management
Arizona
$444K +$46.4K +3,785 +13%
Swedbank
239
Swedbank
Sweden
$431K
SAM
240
Securian Asset Management
Minnesota
$418K -$20K -1,635 -5%
Envestnet Portfolio Solutions
241
Envestnet Portfolio Solutions
Illinois
$411K +$382K +31,201 New
FA
242
FDx Advisors
Illinois
$408K +$380K +30,985 New
QCM
243
Quantinno Capital Management
New York
$407K +$194K +15,815 +105%
EFS
244
Essex Financial Services
Connecticut
$406K +$40.2K +3,277 +12%
Mariner
245
Mariner
Kansas
$406K +$79.2K +6,464 +27%
OTL
246
Oak Thistle LLC
New York
$401K -$67.5K -5,506 -15%
MCM
247
MAI Capital Management
Ohio
$396K +$70.5K +5,754 +24%
CM
248
Caption Management
Oklahoma
$395K
Aviva
249
Aviva
United Kingdom
$395K +$367K +29,932 New
DCM
250
DGS Capital Management
New Jersey
$392K -$49.2K -4,015 -12%

WU Hedge Fund Activity: Q3 2023 in Review

435 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2023, worth a combined $4.37B — up 10% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 44 opened new positions — a net loss of 22 holders — while 175 trimmed existing stakes and 141 added.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $46.8M. The largest seller was Marshall Wace, cutting an estimated $36.7M.

  • 435 institutional investors held Western Union (WU) as of Q3 2023, down from 463 in Q2 2023.
  • Funds reported $4.37B of Western Union stock for Q3 2023, up 10% quarter-over-quarter.
  • 44 funds opened new Western Union positions in Q3 2023 and 66 closed out, a net change of -22 holders.
  • The largest Western Union buyer in Q3 2023 was Contour Asset Management, an estimated $46.8M added.
  • The largest Western Union seller in Q3 2023 was Marshall Wace, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.