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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
MGP
251
Metis Global Partners
California
$386K +$157K +12,829 +78%
WG
252
Winton Group
United Kingdom
$384K +$357K +29,098 New
Susquehanna International Group
253
Susquehanna International Group
Pennsylvania
$381K -$5.1M -415,737 -93%
CAN
254
Cetera Advisor Networks
California
$378K -$16.6K -1,352 -5%
MSRPS
255
Maryland State Retirement & Pension System
Maryland
$376K
VI
256
Vestcor Inc
New Brunswick, Canada
$368K +$342K +27,911 New
IFG
257
Independent Financial Group
California
$356K -$30.6K -2,494 -8%
TRCT
258
Tower Research Capital (TRC)
New York
$347K -$33.8K -2,754 -9%
VA
259
Vident Advisory
Georgia
$338K +$314K +25,642 New
Commonwealth Equity Services
260
Commonwealth Equity Services
Massachusetts
$334K -$19.3K -1,575 -6%
CL
261
CSS LLC
Illinois
$333K -$51.5K -4,200 -14%
OFG
262
OmniStar Financial Group
North Carolina
$327K -$173K -14,099 -36%
MFG
263
Merit Financial Group
Georgia
$326K +$103K +8,383 +51%
AAM
264
Auxier Asset Management
Oregon
$324K -$3.27K -267 -1%
GAM
265
Gotham Asset Management
New York
$319K -$323K -26,348 -52%
Creative Planning
266
Creative Planning
Kansas
$318K +$12.7K +1,035 +4%
Wealth Enhancement Advisory Services
267
Wealth Enhancement Advisory Services
Minnesota
$309K +$287K +23,423 New
SFI
268
Siemens Fonds Invest
Germany
$309K -$239K -19,474 -45%
RCM
269
Radnor Capital Management
Pennsylvania
$300K +$279K +22,795 New
GWM
270
Geneos Wealth Management
Colorado
$296K +$4.93K +402 +2%
William Blair & Company
271
William Blair & Company
Illinois
$295K -$39.2K -3,200 -13%
SC
272
Scotia Capital
Ontario, Canada
$295K
ESCM
273
Echo Street Capital Management
New York
$288K -$1.81M -147,649 -87%
API
274
Advisor Partners II
California
$281K +$59.7K +4,869 +30%
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$277K +$96.6K +7,884 +60%

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.