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Western Union

456 hedge funds and large institutions have $4.45B invested in Western Union in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 183 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $23M | Put options by funds: $12.8M

16% more capital invested

Capital invested by funds: $3.83B → $4.45B (+$621M)

5.01% more ownership

Funds ownership: 88.2%93.21% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 59

2% less funds holding

Funds holding: 463456 (-7)

24% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 183

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
6.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
139
Reduced
183
Closed
59
Calls
$23M
Puts
$12.8M
Net Calls
+$10.2M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
276
Belpointe Asset Management
Nevada
$269K +$618 +48 +0.3%
CWS
277
Confluence Wealth Services
Pennsylvania
$268K -$107K -8,282 -30%
I
278
InceptionR
California
$266K +$245K +19,034 New
GCP
279
GSA Capital Partners
United Kingdom
$265K +$52.8K +4,102 +28%
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$265K +$98.5K +7,647 +68%
BAM
281
Blueshift Asset Management
New Jersey
$261K +$31.1K +2,413 +15%
RCM
282
Radnor Capital Management
Pennsylvania
$260K -$19.1K -1,481 -7%
HFM
283
Harvest Fund Management
China
$260K +$239K +18,589 New
SC
284
Schulhoff & Co
Ohio
$259K
EI
285
EDMP Inc
Florida
$256K
PI
286
PFG Investments
New York
$256K +$236K +18,285 New
IC
287
IEQ Capital
California
$253K +$2.11K +164 +0.9%
SYBT
288
Stock Yards Bank & Trust
Kentucky
$250K
FAIM
289
Financial Advocates Investment Management
Washington
$249K +$953 +74 +0.4%
BRWA
290
B. Riley Wealth Advisors
Florida
$242K
CAPTRUST Financial Advisors
291
CAPTRUST Financial Advisors
North Carolina
$240K -$663K -51,498 -75%
TRCT
292
Tower Research Capital (TRC)
New York
$239K -$424K -32,944 -66%
ProShare Advisors
293
ProShare Advisors
Maryland
$239K -$26.7K -2,075 -11%
RT
294
Rockland Trust
Massachusetts
$233K
QCM
295
Qsemble Capital Management
New York
$233K -$306K -23,744 -59%
PCM
296
Prelude Capital Management
New York
$229K -$260K -20,210 -55%
SCM
297
Shelton Capital Management
Colorado
$226K
ECM
298
ExodusPoint Capital Management
New York
$223K -$1.81M -140,543 -90%
EI
299
Ethic Inc
New York
$217K -$97.2K -7,542 -33%
SI
300
Stephens Inc
Arkansas
$213K -$2.72K -211 -1%

WU Hedge Fund Activity: Q1 2024 in Review

456 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2024, worth a combined $4.45B — up 16% from $3.83B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of WU and 58 opened new positions — a net loss of 1 holder — while 183 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $177M. The largest seller was Morgan Stanley, cutting an estimated $59.9M.

  • 456 institutional investors held Western Union (WU) as of Q1 2024, down from 463 in Q4 2023.
  • Funds reported $4.45B of Western Union stock for Q1 2024, up 16% quarter-over-quarter.
  • 58 funds opened new Western Union positions in Q1 2024 and 59 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q1 2024 was T. Rowe Price Associates, an estimated $177M added.
  • The largest Western Union seller in Q1 2024 was Morgan Stanley, an estimated $59.9M sold.

Based on aggregated 13F filings for Q1 2024.