We are live on ! Find out more
WU icon

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
CWS
301
Confluence Wealth Services
Pennsylvania
$236K +$275K +21,132 New
CAN
302
Cetera Advisor Networks
California
$226K -$4.67K -359 -2%
SCM
303
Shelton Capital Management
Colorado
$215K -$13.2K -1,013 -5%
SC
304
Schulhoff & Co
Ohio
$215K +$52.1K +4,000 +26%
BAM
305
Boyar Asset Management
New York
$210K -$129K -9,921 -35%
US Bancorp
306
US Bancorp
Minnesota
$208K -$12.2K -934 -5%
DCM
307
DGS Capital Management
New Jersey
$208K +$243K +18,658 New
FL
308
Fort LP
Maryland
$207K -$88.2K -6,779 -27%
BRWA
309
B. Riley Wealth Advisors
Florida
$206K +$1.61K +124 +0.7%
Sumitomo Mitsui Trust Group
310
Sumitomo Mitsui Trust Group
Japan
$203K -$17.5M -1,344,633 -99%
SYBT
311
Stock Yards Bank & Trust
Kentucky
$200K
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$196K +$14.7K +1,126 +7%
VF
313
Virtu Financial
New York
$188K +$219K +16,817 New
EI
314
EDMP Inc
Florida
$184K
MGP
315
Metis Global Partners
California
$183K -$228K -17,546 -52%
BCWM
316
Bartlett & Co Wealth Management
Ohio
$179K -$4.69K -360 -2%
BNP Paribas Asset Management
317
BNP Paribas Asset Management
France
$179K -$165K -12,668 -44%
BC
318
Bartlett & Co
Ohio
$179K -$4.69K -360 -2%
PWP
319
Principle Wealth Partners
Connecticut
$174K
DI
320
Diligent Investors
California
$168K -$14.3K -1,100 -7%
ACP
321
Arcus Capital Partners
Georgia
$167K
SI
322
Stephens Inc
Arkansas
$166K -$23.9K -1,835 -11%
VAS
323
Vestmark Advisory Solutions
Massachusetts
$165K +$6.05K +465 +3%
OWA
324
One Wealth Advisors
California
$157K +$111K +8,513 +153%
RFC
325
Regions Financial Corp
Alabama
$156K

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.