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Western Union

463 hedge funds and large institutions have $3.83B invested in Western Union in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 140 increasing their positions, 176 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 46

22% more call options, than puts

Call options by funds: $21M | Put options by funds: $17.2M

6% more funds holding

Funds holding: 435463 (+28)

0.14% more ownership

Funds ownership: 88.06%88.2% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12% less capital invested

Capital invested by funds: $4.37B → $3.83B (-$540M)

20% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 176

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
6.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
80
Increased
140
Reduced
176
Closed
46
Calls
$21M
Puts
$17.2M
Net Calls
+$3.78M
Net Calls Change
-$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
251
Private Advisor Group
New Jersey
$402K +$411K +33,704 New
OR
252
Olympiad Research
Connecticut
$400K +$410K +33,577 New
EFS
253
Essex Financial Services
Connecticut
$398K +$31.1K +2,551 +8%
Mariner
254
Mariner
Kansas
$396K +$29.6K +2,428 +8%
Swedbank
255
Swedbank
Sweden
$390K
Envestnet Portfolio Solutions
256
Envestnet Portfolio Solutions
Illinois
$385K +$13.1K +1,076 +3%
KI
257
Kapitalo Investimentos
Brazil
$382K +$151K +12,363 +63%
SAM
258
Securian Asset Management
Minnesota
$367K -$11.9K -974 -3%
WI
259
WBI Investments
New Jersey
$358K -$251K -20,565 -41%
CAN
260
Cetera Advisor Networks
California
$358K +$16.2K +1,325 +5%
MGP
261
Metis Global Partners
California
$349K
DCM
262
DGS Capital Management
New Jersey
$344K -$10.9K -897 -3%
OFG
263
OmniStar Financial Group
North Carolina
$343K +$48.3K +3,955 +16%
MSRPS
264
Maryland State Retirement & Pension System
Maryland
$340K
VI
265
Vestcor Inc
New Brunswick, Canada
$333K
CWS
266
Confluence Wealth Services
Pennsylvania
$328K -$206K -16,896 -38%
MCM
267
MAI Capital Management
Ohio
$323K -$36.3K -2,977 -10%
AWA
268
Arkadios Wealth Advisors
Georgia
$307K +$314K +25,771 New
SP
269
Systematic Portfolios
New York
$301K +$308K +25,229 New
AWM
270
Axxcess Wealth Management
California
$300K +$307K +25,200 New
MIS
271
Morningstar Investment Services
Illinois
$300K +$145K +11,923 +91%
MC
272
Maverick Capital
Texas
$296K +$107K +8,788 +55%
AAM
273
Auxier Asset Management
Oregon
$292K -$1.22K -100 -0.4%
Wealth Enhancement Advisory Services
274
Wealth Enhancement Advisory Services
Minnesota
$289K +$10.3K +845 +4%
Renaissance Technologies
275
Renaissance Technologies
New York
$285K +$292K +23,921 New

WU Hedge Fund Activity: Q4 2023 in Review

463 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2023, worth a combined $3.83B — down 12% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WU positions and 46 closed out — a net gain of 34 holders — while 140 added to existing stakes and 176 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48M. The largest seller was Millennium Management, cutting an estimated $112M.

  • 463 institutional investors held Western Union (WU) as of Q4 2023, up from 435 in Q3 2023.
  • Funds reported $3.83B of Western Union stock for Q4 2023, down 12% quarter-over-quarter.
  • 80 funds opened new Western Union positions in Q4 2023 and 46 closed out, a net change of +34 holders.
  • The largest Western Union buyer in Q4 2023 was Morgan Stanley, an estimated $48M added.
  • The largest Western Union seller in Q4 2023 was Millennium Management, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.