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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
DCM
251
DGS Capital Management
New Jersey
$365K -$35.1K -2,723 -9%
MSRPS
252
Maryland State Retirement & Pension System
Maryland
$365K
NYLIM
253
New York Life Investment Management
New York
$365K +$336K +26,085 New
IFG
254
Independent Financial Group
California
$364K -$127K -9,870 -27%
Envestnet Portfolio Solutions
255
Envestnet Portfolio Solutions
Illinois
$363K -$81.4K -6,318 -20%
VT
256
Vise Technologies
New York
$353K +$326K +25,277 New
KI
257
Kapitalo Investimentos
Brazil
$348K -$91.7K -7,121 -22%
Susquehanna International Group
258
Susquehanna International Group
Pennsylvania
$338K -$2.49M -193,129 -89%
PHK
259
Point72 Hong Kong
Hong Kong
$331K +$276K +21,464 +976%
AAM
260
Auxier Asset Management
Oregon
$330K -$11.3K -874 -4%
Wealth Enhancement Advisory Services
261
Wealth Enhancement Advisory Services
Minnesota
$328K -$10.3K -803 -3%
PAS
262
Point72 Asia (Singapore)
Singapore
$325K +$216K +16,785 +260%
IPW
263
Impact Partnership Wealth
Georgia
$314K +$58.4K +4,534 +25%
William Blair & Company
264
William Blair & Company
Illinois
$308K +$219 +17 +0.1%
Creative Planning
265
Creative Planning
Kansas
$302K -$26.7K -2,076 -9%
CAM
266
Cresset Asset Management
Illinois
$292K -$1.02M -78,884 -79%
Tudor Investment Corp
267
Tudor Investment Corp
Connecticut
$292K +$269K +20,881 New
DWA
268
Delap Wealth Advisory
Oregon
$289K +$266K +20,657 New
SC
269
Scotia Capital
Ontario, Canada
$286K +$21.8K +1,696 +9%
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$282K -$5.95K -462 -2%
CCM
271
Cullen Capital Management
New York
$280K -$7.23K -561 -3%
TH
272
TCTC Holdings
Texas
$280K -$3.96M -307,100 -94%
URS
273
Utah Retirement Systems
Utah
$280K -$2.58K -200 -1%
PCS
274
Personal CFO Solutions
New Jersey
$271K +$23.5K +1,825 +10%
EH
275
Equitable Holdings
New York
$270K

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.