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Western Union

463 hedge funds and large institutions have $3.83B invested in Western Union in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 140 increasing their positions, 176 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 46

22% more call options, than puts

Call options by funds: $21M | Put options by funds: $17.2M

6% more funds holding

Funds holding: 435463 (+28)

0.14% more ownership

Funds ownership: 88.06%88.2% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12% less capital invested

Capital invested by funds: $4.37B → $3.83B (-$540M)

20% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 176

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
6.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
80
Increased
140
Reduced
176
Closed
46
Calls
$21M
Puts
$17.2M
Net Calls
+$3.78M
Net Calls Change
-$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
276
SageView Advisory Group
California
$283K +$102K +8,374 +61%
Creative Planning
277
Creative Planning
Kansas
$282K -$6.23K -511 -2%
EI
278
Ethic Inc
New York
$275K -$184K -15,064 -39%
VA
279
Vident Advisory
Georgia
$265K -$41.4K -3,394 -13%
PI
280
PEAK6 Investments
Illinois
$263K -$681K -55,803 -72%
William Blair & Company
281
William Blair & Company
Illinois
$263K -$4.49K -368 -2%
OTPPB
282
Ontario Teachers' Pension Plan Board
Ontario, Canada
$262K +$268K +22,005 New
KPWS
283
Kestra Private Wealth Services
Texas
$262K +$268K +21,984 New
SPC
284
Sigma Planning Corp
Michigan
$255K -$227K -18,621 -47%
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$250K
Jacobs Levy Equity Management
286
Jacobs Levy Equity Management
New Jersey
$250K +$255K +20,940 New
CCM
287
Cullen Capital Management
New York
$246K -$166K -13,567 -40%
URS
288
Utah Retirement Systems
Utah
$241K -$7.32K -600 -3%
RCM
289
Radnor Capital Management
Pennsylvania
$239K -$33.3K -2,732 -12%
EH
290
Equitable Holdings
New York
$230K +$91.7K +7,514 +64%
BAM
291
Belpointe Asset Management
Nevada
$229K +$47.6K +3,902 +26%
ProShare Advisors
292
ProShare Advisors
Maryland
$229K -$12.9K -1,054 -5%
GF
293
Gries Financial
Ohio
$227K +$232K +19,021 New
SC
294
Scotia Capital
Ontario, Canada
$224K -$44.3K -3,634 -16%
SC
295
Schulhoff & Co
Ohio
$221K -$8.54K -700 -4%
BRWA
296
B. Riley Wealth Advisors
Florida
$219K
EI
297
EDMP Inc
Florida
$218K +$7.2K +590 +3%
CIG
298
Cullen Investment Group
Louisiana
$214K +$219K +17,943 New
IC
299
IEQ Capital
California
$214K -$21.3K -1,744 -9%
IPW
300
Impact Partnership Wealth
Georgia
$213K +$198K +16,215 +959%

WU Hedge Fund Activity: Q4 2023 in Review

463 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2023, worth a combined $3.83B — down 12% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WU positions and 46 closed out — a net gain of 34 holders — while 140 added to existing stakes and 176 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48M. The largest seller was Millennium Management, cutting an estimated $112M.

  • 463 institutional investors held Western Union (WU) as of Q4 2023, up from 435 in Q3 2023.
  • Funds reported $3.83B of Western Union stock for Q4 2023, down 12% quarter-over-quarter.
  • 80 funds opened new Western Union positions in Q4 2023 and 46 closed out, a net change of +34 holders.
  • The largest Western Union buyer in Q4 2023 was Morgan Stanley, an estimated $48M added.
  • The largest Western Union seller in Q4 2023 was Millennium Management, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.