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Western Union

453 hedge funds and large institutions have $3.65B invested in Western Union in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 146 increasing their positions, 170 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $24M | Put options by funds: $14.2M

25% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 51

2% more funds holding

Funds holding: 442453 (+11)

0.58% less ownership

Funds ownership: 91.27%90.68% (-0.58%)

3% less capital invested

Capital invested by funds: $3.77B → $3.65B (-$118M)

14% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 170

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
453
Holders Change
+11
Holders Change %
+2.49%
% of All Funds
6.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
146
Reduced
170
Closed
51
Calls
$24M
Puts
$14.2M
Net Calls
+$9.8M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
251
Independent Financial Group
California
$312K +$1.81K +150 +0.6%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$312K +$79.1K +6,554 +33%
Mariner
253
Mariner
Kansas
$311K -$82.2K -6,816 -21%
SA
254
Sanctuary Advisors
Indiana
$310K +$338K +28,009 New
CT
255
ClearAlpha Technologies
Connecticut
$297K -$52.2K -4,330 -15%
LIA
256
Lynx Investment Advisory
District of Columbia
$292K +$929 +77 +0.3%
FFA
257
Farther Finance Advisors
California
$290K +$280K +23,222 +2,062%
William Blair & Company
258
William Blair & Company
Illinois
$289K +$43.3K +3,586 +17%
AAM
259
Auxier Asset Management
Oregon
$277K -$3.38K -280 -1%
NC
260
nVerses Capital
Florida
$274K +$277K +23,000 New
EH
261
Equitable Holdings
New York
$272K +$42.4K +3,515 +18%
Truist Financial
262
Truist Financial
North Carolina
$266K -$922K -76,475 -77%
OWA
263
One Wealth Advisors
California
$264K -$651 -54 -0.2%
USAA
264
United Services Automobile Association
Texas
$262K -$77K -6,386 -23%
Natixis Advisors
265
Natixis Advisors
Massachusetts
$260K -$92.5K -7,671 -26%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$254K -$12.6K -1,047 -5%
RJFSA
267
Raymond James Financial Services Advisors
Florida
$251K -$32.1K -2,663 -11%
Creative Planning
268
Creative Planning
Kansas
$251K -$6.68K -554 -3%
PCS
269
Personal CFO Solutions
New Jersey
$250K +$13.3K +1,101 +6%
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$245K
ORG
271
Optimist Retirement Group
Washington
$244K
VA
272
Vident Advisory
Georgia
$243K -$143K -11,839 -37%
MSRPS
273
Maryland State Retirement & Pension System
Maryland
$230K -$111K -9,242 -32%
CIC
274
Cornercap Investment Counsel
Georgia
$227K -$243K -20,170 -51%
AI
275
Atria Investments
North Carolina
$225K -$101K -8,415 -31%

WU Hedge Fund Activity: Q3 2024 in Review

453 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2024, worth a combined $3.65B — down 3.1% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WU positions and 51 closed out — a net gain of 13 holders — while 146 added to existing stakes and 170 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $83.6M. The largest seller was Capital Research Global Investors, cutting an estimated $138M.

  • 453 institutional investors held Western Union (WU) as of Q3 2024, up from 442 in Q2 2024.
  • Funds reported $3.65B of Western Union stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 64 funds opened new Western Union positions in Q3 2024 and 51 closed out, a net change of +13 holders.
  • The largest Western Union buyer in Q3 2024 was Citadel Advisors, an estimated $83.6M added.
  • The largest Western Union seller in Q3 2024 was Capital Research Global Investors, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2024.