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Western Union
WU

Overview Fund Activity

439 hedge funds and large institutions have $3.75B invested in Western Union in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 145 increasing their positions, 181 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
-12
Holders Change %
-2.66%
% of All Funds
6.39%
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
145
Reduced
181
Closed
48
Calls
$21.9M
Puts
$11M
Net Calls
+$10.9M
Net Calls Change
+$729K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$103M
2
LSV Asset Management
LSV Asset Management
Illinois
+$17.9M
3
Millennium Management
Millennium Management
New York
+$17.6M
4
Marshall Wace
Marshall Wace
United Kingdom
+$14M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$13.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$67.1M
2
JAM
Jupiter Asset Management
United Kingdom
-$57.7M
3
Invesco
Invesco
Georgia
-$35M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$16.6M
5
Ameriprise
Ameriprise
Minnesota
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
251
Maryland State Retirement & Pension System
Maryland
$349K – – –
USAA
252
United Services Automobile Association
Texas
$346K -$16.8K -1,372 -5%
AI
253
Atria Investments
North Carolina
$334K +$334K +27,309 New
Envestnet Portfolio Solutions
254
Envestnet Portfolio Solutions
Illinois
$331K +$13.3K +1,091 +4%
SAM
255
Securian Asset Management
Minnesota
$330K -$22.5K -1,840 -6%
DCM
256
DGS Capital Management
New Jersey
$309K -$9.98K -817 -3%
CAM
257
Cresset Asset Management
Illinois
$307K +$51.9K +4,249 +20%
MML Investors Services
258
MML Investors Services
Massachusetts
$305K -$68.5K -5,609 -18%
MCM
259
MAI Capital Management
Ohio
$302K -$46.2K -3,779 -13%
LIA
260
Lynx Investment Advisory
District of Columbia
$298K +$298K +24,364 New
SG Americas Securities
261
SG Americas Securities
New York
$290K +$290K +23,741 New
RJFSA
262
Raymond James Financial Services Advisors
Florida
$289K -$300K -24,512 -51%
AAM
263
Auxier Asset Management
Oregon
$287K -$1.22K -100 -0.4%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$273K +$63.4K +5,190 +30%
Creative Planning
265
Creative Planning
Kansas
$264K -$24 -2 -0%
OWA
266
One Wealth Advisors
California
$259K +$129K +11,044 +99%
BRWA
267
B. Riley Wealth Advisors
Florida
$252K +$27.9K +2,280 +12%
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$252K -$98 -8 -0%
William Blair & Company
269
William Blair & Company
Illinois
$252K -$17.6K -1,444 -7%
ORG
270
Optimist Retirement Group
Washington
$250K +$250K +20,476 New
Simplex Trading
271
Simplex Trading
Illinois
$248K -$338K -27,698 -58%
PCS
272
Personal CFO Solutions
New Jersey
$243K +$6.48K +530 +3%
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$239K +$7.86K +644 +3%
TH
274
TCTC Holdings
Texas
$238K -$6.11K -500 -3%
EH
275
Equitable Holdings
New York
$236K +$73 +6 +0%
9 10
11
12 13