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Western Union

463 hedge funds and large institutions have $3.96B invested in Western Union in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 152 increasing their positions, 180 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $16.8M

1% more capital invested

Capital invested by funds: $3.94B → $3.96B (+$19.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 475463 (-12)

4.05% less ownership

Funds ownership: 94.27%90.22% (-4%)

16% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 180

16% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 62

Holders
463
Holders Change
-12
Holders Change %
-2.53%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
52
Increased
152
Reduced
180
Closed
62
Calls
$29.4M
Puts
$16.8M
Net Calls
+$12.5M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
301
JP Morgan Private Wealth Advisors
California
$202K -$128K -11,141 -39%
KWA
302
Kingswood Wealth Advisors
California
$194K +$191K +16,568 New
EI
303
EDMP Inc
Florida
$193K
API
304
Advisor Partners II
California
$193K +$190K +16,473 New
IC
305
IEQ Capital
California
$193K +$44.6K +3,869 +31%
RC
306
Rovin Capital
Arizona
$193K -$177K -15,331 -48%
MGP
307
Metis Global Partners
California
$193K
MFG
308
Merit Financial Group
Georgia
$192K +$40.2K +3,491 +27%
CMF
309
Counterpoint Mutual Funds
California
$189K +$185K +16,090 New
CT
310
Caldwell Trust
Florida
$186K -$107K -9,249 -37%
AC
311
AXQ Capital
New Jersey
$183K +$180K +15,632 New
PWP
312
Principle Wealth Partners
Connecticut
$183K
SAG
313
SageView Advisory Group
California
$177K +$49.8K +4,320 +40%
QCM
314
Quantinno Capital Management
New York
$176K +$173K +15,040 New
ACP
315
Arcus Capital Partners
Georgia
$176K
SI
316
Stephens Inc
Arkansas
$175K
DI
317
Diligent Investors
California
$171K -$5.76K -500 -3%
IA
318
IFP Advisors
Florida
$170K -$4.58K -397 -3%
VAS
319
Vestmark Advisory Solutions
Massachusetts
$169K -$4.39K -381 -3%
IFS
320
Ifrah Financial Services
Arkansas
$167K +$5.53K +480 +3%
PCS
321
Personal CFO Solutions
New Jersey
$167K +$10.1K +877 +7%
BFM
322
Boothbay Fund Management
New York
$167K -$464K -40,248 -74%
RFC
323
Regions Financial Corp
Alabama
$164K
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$164K +$5.37K +466 +3%
HAIM
325
Hunter Associates Investment Management
Pennsylvania
$161K

WU Hedge Fund Activity: Q2 2023 in Review

463 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2023, worth a combined $3.96B — up 0.5% from $3.94B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WU and 52 opened new positions — a net loss of 10 holders — while 180 trimmed existing stakes and 152 added.

The largest buyer was AQR Capital Management, adding an estimated $53.3M. The largest seller was VanEck Associates, cutting an estimated $79.8M.

  • 463 institutional investors held Western Union (WU) as of Q2 2023, down from 475 in Q1 2023.
  • Funds reported $3.96B of Western Union stock for Q2 2023, up 0.5% quarter-over-quarter.
  • 52 funds opened new Western Union positions in Q2 2023 and 62 closed out, a net change of -10 holders.
  • The largest Western Union buyer in Q2 2023 was AQR Capital Management, an estimated $53.3M added.
  • The largest Western Union seller in Q2 2023 was VanEck Associates, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2023.