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Western Union

442 hedge funds and large institutions have $3.77B invested in Western Union in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 147 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $11M

1.94% less ownership

Funds ownership: 93.21%91.27% (-1.9%)

3% less funds holding

Funds holding: 456442 (-14)

15% less capital invested

Capital invested by funds: $4.45B → $3.77B (-$680M)

16% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 50

19% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 181

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
442
Holders Change
-14
Holders Change %
-3.07%
% of All Funds
6.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
147
Reduced
181
Closed
50
Calls
$21.9M
Puts
$11M
Net Calls
+$10.9M
Net Calls Change
+$729K
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
251
Maryland State Retirement & Pension System
Maryland
$349K
USAA
252
United Services Automobile Association
Texas
$346K -$17.8K -1,372 -5%
AI
253
Atria Investments
North Carolina
$334K +$355K +27,309 New
Envestnet Portfolio Solutions
254
Envestnet Portfolio Solutions
Illinois
$331K +$14.2K +1,091 +4%
SAM
255
Securian Asset Management
Minnesota
$330K -$23.9K -1,840 -6%
IFG
256
Independent Financial Group
California
$318K
DCM
257
DGS Capital Management
New Jersey
$309K -$10.6K -817 -3%
CAM
258
Cresset Asset Management
Illinois
$307K +$55.2K +4,249 +20%
MML Investors Services
259
MML Investors Services
Massachusetts
$305K -$72.9K -5,609 -18%
MCM
260
MAI Capital Management
Ohio
$302K -$49.1K -3,779 -13%
LIA
261
Lynx Investment Advisory
District of Columbia
$298K +$317K +24,364 New
SG Americas Securities
262
SG Americas Securities
New York
$290K +$308K +23,741 New
RJFSA
263
Raymond James Financial Services Advisors
Florida
$289K -$318K -24,512 -51%
AAM
264
Auxier Asset Management
Oregon
$287K -$1.3K -100 -0.4%
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$273K +$67.4K +5,190 +30%
Creative Planning
266
Creative Planning
Kansas
$264K -$26 -2 -0%
OWA
267
One Wealth Advisors
California
$259K +$143K +11,044 +99%
BRWA
268
B. Riley Wealth Advisors
Florida
$252K +$29.6K +2,280 +12%
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$252K -$104 -8 -0%
William Blair & Company
270
William Blair & Company
Illinois
$252K -$18.8K -1,444 -7%
ORG
271
Optimist Retirement Group
Washington
$250K +$266K +20,476 New
Simplex Trading
272
Simplex Trading
Illinois
$248K -$360K -27,698 -58%
PCS
273
Personal CFO Solutions
New Jersey
$243K +$6.89K +530 +3%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$239K +$8.37K +644 +3%
TH
275
TCTC Holdings
Texas
$238K -$6.5K -500 -3%

WU Hedge Fund Activity: Q2 2024 in Review

442 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2024, worth a combined $3.77B — down 15% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of WU and 42 opened new positions — a net loss of 8 holders — while 181 trimmed existing stakes and 147 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $109M. The largest seller was Citadel Advisors, cutting an estimated $71.3M.

  • 442 institutional investors held Western Union (WU) as of Q2 2024, down from 456 in Q1 2024.
  • Funds reported $3.77B of Western Union stock for Q2 2024, down 15% quarter-over-quarter.
  • 42 funds opened new Western Union positions in Q2 2024 and 50 closed out, a net change of -8 holders.
  • The largest Western Union buyer in Q2 2024 was T. Rowe Price Associates, an estimated $109M added.
  • The largest Western Union seller in Q2 2024 was Citadel Advisors, an estimated $71.3M sold.

Based on aggregated 13F filings for Q2 2024.