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Western Union

475 hedge funds and large institutions have $3.94B invested in Western Union in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 151 increasing their positions, 185 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $20.6M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.93% less ownership

Funds ownership: 98.2%94.27% (-3.9%)

6% less funds holding

Funds holding: 505475 (-30)

18% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 185

24% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 92

24% less capital invested

Capital invested by funds: $5.18B → $3.94B (-$1.24B)

Holders
475
Holders Change
-30
Holders Change %
-5.94%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
70
Increased
151
Reduced
185
Closed
92
Calls
$45.1M
Puts
$20.6M
Net Calls
+$24.5M
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
276
Nisa Investment Advisors
Missouri
$338K -$275K -21,100 -41%
CLOS
277
Compagnie Lombard Odier SCmA
Switzerland
$335K
Creative Planning
278
Creative Planning
Kansas
$329K -$7.89K -606 -2%
IFG
279
Independent Financial Group
California
$326K -$3.9K -300 -1%
V
280
Veritable
Delaware
$325K -$67.6K -5,190 -15%
ECA
281
Elevated Capital Advisors
Utah
$324K +$24.6K +1,889 +7%
JMPWA
282
JP Morgan Private Wealth Advisors
California
$316K -$108K -8,275 -23%
GCM
283
Gladius Capital Management
Illinois
$312K +$364K +27,980 New
EFS
284
Essex Financial Services
Connecticut
$311K -$26 -2 -0%
BMSSC
285
B. Metzler seel. Sohn & Co
Germany
$303K -$90.8K -6,975 -20%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$295K +$39.6K +3,040 +13%
William Blair & Company
287
William Blair & Company
Illinois
$294K +$1.33K +102 +0.4%
AAM
288
Auxier Asset Management
Oregon
$284K -$4.89K -376 -1%
CT
289
Caldwell Trust
Florida
$280K -$87.1K -6,690 -21%
BC
290
Bridgefront Capital
Texas
$276K +$323K +24,797 New
DFCM
291
Dark Forest Capital Management
Puerto Rico
$273K +$319K +24,472 New
IA
292
IFP Advisors
Florida
$267K -$41.2K -3,166 -18%
NC
293
NinePointTwo Capital
California
$262K +$99.8K +7,668 +48%
SC
294
Scotia Capital
Ontario, Canada
$252K +$294K +22,588 New
LCM
295
Linker Capital Management
Kentucky
$250K
RWM
296
Ritholtz Wealth Management
New York
$250K +$20.1K +1,542 +7%
ProShare Advisors
297
ProShare Advisors
Maryland
$248K -$2.55M -196,238 -90%
M&T Bank
298
M&T Bank
New York
$247K +$52.9K +4,063 +22%
ACM
299
Aquatic Capital Management
Illinois
$244K +$285K +21,900 New
AWM
300
AE Wealth Management
Kansas
$240K -$11.5M -881,742 -98%

WU Hedge Fund Activity: Q1 2023 in Review

475 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2023, worth a combined $3.94B — down 24% from $5.18B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of WU and 70 opened new positions — a net loss of 22 holders — while 185 trimmed existing stakes and 151 added.

The largest buyer was Citadel Advisors, adding an estimated $133M. The largest seller was BlackRock, cutting an estimated $303M.

  • 475 institutional investors held Western Union (WU) as of Q1 2023, down from 505 in Q4 2022.
  • Funds reported $3.94B of Western Union stock for Q1 2023, down 24% quarter-over-quarter.
  • 70 funds opened new Western Union positions in Q1 2023 and 92 closed out, a net change of -22 holders.
  • The largest Western Union buyer in Q1 2023 was Citadel Advisors, an estimated $133M added.
  • The largest Western Union seller in Q1 2023 was BlackRock, an estimated $303M sold.

Based on aggregated 13F filings for Q1 2023.