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Western Union

453 hedge funds and large institutions have $3.65B invested in Western Union in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 146 increasing their positions, 170 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $24M | Put options by funds: $14.2M

25% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 51

2% more funds holding

Funds holding: 442453 (+11)

0.58% less ownership

Funds ownership: 91.27%90.68% (-0.58%)

3% less capital invested

Capital invested by funds: $3.77B → $3.65B (-$118M)

14% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 170

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
453
Holders Change
+11
Holders Change %
+2.49%
% of All Funds
6.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
146
Reduced
170
Closed
51
Calls
$24M
Puts
$14.2M
Net Calls
+$9.8M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
226
Impact Partnership Wealth
Georgia
$421K +$31.9K +2,642 +8%
KFA
227
Krane Funds Advisors
New York
$412K +$24K +1,987 +6%
CA
228
Clearstead Advisors
Ohio
$411K -$241 -20 -0.1%
VT
229
Vise Technologies
New York
$409K -$44.9K -3,726 -10%
HighTower Advisors
230
HighTower Advisors
Illinois
$409K -$152K -12,613 -27%
PCA
231
Pallas Capital Advisors
Massachusetts
$401K +$433K +35,921 New
MAM
232
Martingale Asset Management
Massachusetts
$399K -$304K -25,176 -43%
PWA
233
Provenance Wealth Advisors
Florida
$382K
VF
234
Virtu Financial
New York
$381K +$385K +31,926 New
LRIC
235
Long Road Investment Counsel
Michigan
$377K -$59.3K -4,919 -13%
LAM
236
LECAP Asset Management
United Kingdom
$373K -$724K -59,990 -66%
Fidelity International
237
Fidelity International
Bermuda
$365K +$369K +30,598 New
IMC Chicago
238
IMC Chicago
Illinois
$360K +$364K +30,209 New
Cerity Partners
239
Cerity Partners
New York
$354K -$1.1M -91,001 -75%
KWA
240
Kingswood Wealth Advisors
California
$353K -$26K -2,156 -7%
HSBC Holdings
241
HSBC Holdings
United Kingdom
$352K -$93.5K -7,749 -21%
ProShare Advisors
242
ProShare Advisors
Maryland
$351K +$163K +13,495 +85%
MML Investors Services
243
MML Investors Services
Massachusetts
$348K +$51.2K +4,247 +17%
CCIA
244
Campbell & Co Investment Adviser
Maryland
$323K +$326K +27,045 New
DCM
245
DGS Capital Management
New Jersey
$323K +$20.8K +1,727 +7%
CAM
246
Cresset Asset Management
Illinois
$321K +$21.3K +1,764 +7%
MGP
247
Metis Global Partners
California
$319K -$31.2K -2,584 -9%
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$318K -$4.39K -364 -1%
DFCM
249
Dark Forest Capital Management
Puerto Rico
$318K +$321K +26,654 New
SAM
250
Securian Asset Management
Minnesota
$313K -$8.66K -718 -3%

WU Hedge Fund Activity: Q3 2024 in Review

453 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2024, worth a combined $3.65B — down 3.1% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WU positions and 51 closed out — a net gain of 13 holders — while 146 added to existing stakes and 170 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $83.6M. The largest seller was Capital Research Global Investors, cutting an estimated $138M.

  • 453 institutional investors held Western Union (WU) as of Q3 2024, up from 442 in Q2 2024.
  • Funds reported $3.65B of Western Union stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 64 funds opened new Western Union positions in Q3 2024 and 51 closed out, a net change of +13 holders.
  • The largest Western Union buyer in Q3 2024 was Citadel Advisors, an estimated $83.6M added.
  • The largest Western Union seller in Q3 2024 was Capital Research Global Investors, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2024.