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Western Union

456 hedge funds and large institutions have $4.45B invested in Western Union in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 183 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $23M | Put options by funds: $12.8M

16% more capital invested

Capital invested by funds: $3.83B → $4.45B (+$621M)

5.01% more ownership

Funds ownership: 88.2%93.21% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 59

2% less funds holding

Funds holding: 463456 (-7)

24% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 183

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
6.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
139
Reduced
183
Closed
59
Calls
$23M
Puts
$12.8M
Net Calls
+$10.2M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
226
SageView Advisory Group
California
$509K -$204K -15,868 -72%
CAN
227
Cetera Advisor Networks
California
$506K +$80K +6,209 +21%
EFS
228
Essex Financial Services
Connecticut
$503K +$33.3K +2,587 +8%
Commonwealth Equity Services
229
Commonwealth Equity Services
Massachusetts
$495K -$363K -28,213 -44%
Mariner
230
Mariner
Kansas
$487K +$20.9K +1,625 +5%
KWA
231
Kingswood Wealth Advisors
California
$480K +$7.72K +599 +2%
PD
232
Point72 (DIFC)
United Arab Emirates
$471K +$434K +33,725 New
CA
233
Clearstead Advisors
Ohio
$461K
Swedbank
234
Swedbank
Sweden
$458K
KFA
235
Krane Funds Advisors
New York
$456K +$430K +33,386 New
PWA
236
Provenance Wealth Advisors
Florida
$447K +$412K +32,000 New
QCM
237
Quantinno Capital Management
New York
$438K +$176K +13,635 +77%
MML Investors Services
238
MML Investors Services
Massachusetts
$427K -$410K -31,805 -51%
State of Wisconsin Investment Board
239
State of Wisconsin Investment Board
Wisconsin
$416K -$161K -12,484 -30%
USAA
240
United Services Automobile Association
Texas
$415K -$10.9M -843,287 -97%
Cerity Partners
241
Cerity Partners
New York
$413K +$381K +29,554 New
MGP
242
Metis Global Partners
California
$410K +$1.03K +80 +0.3%
SAM
243
Securian Asset Management
Minnesota
$403K -$24.8K -1,925 -6%
Balyasny Asset Management
244
Balyasny Asset Management
Illinois
$400K -$3.2M -248,499 -90%
MCM
245
MAI Capital Management
Ohio
$398K +$18.3K +1,419 +5%
VI
246
Vestcor Inc
New Brunswick, Canada
$390K
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
$388K -$25.2M -1,953,575 -99%
VA
248
Vident Advisory
Georgia
$375K +$58.6K +4,552 +20%
KPWS
249
Kestra Private Wealth Services
Texas
$370K +$57.6K +4,475 +20%
CL
250
CSS LLC
Illinois
$366K -$146K -11,300 -30%

WU Hedge Fund Activity: Q1 2024 in Review

456 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2024, worth a combined $4.45B — up 16% from $3.83B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of WU and 58 opened new positions — a net loss of 1 holder — while 183 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $177M. The largest seller was Morgan Stanley, cutting an estimated $59.9M.

  • 456 institutional investors held Western Union (WU) as of Q1 2024, down from 463 in Q4 2023.
  • Funds reported $4.45B of Western Union stock for Q1 2024, up 16% quarter-over-quarter.
  • 58 funds opened new Western Union positions in Q1 2024 and 59 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q1 2024 was T. Rowe Price Associates, an estimated $177M added.
  • The largest Western Union seller in Q1 2024 was Morgan Stanley, an estimated $59.9M sold.

Based on aggregated 13F filings for Q1 2024.