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
HDIM
326
Hanson & Doremus Investment Management
Vermont
$154K -$103K -7,904 -36%
HAIM
327
Hunter Associates Investment Management
Pennsylvania
$154K
IFS
328
Ifrah Financial Services
Arkansas
$154K -$4.52K -347 -2%
MCM
329
MAI Capital Management
Ohio
$153K -$381K -29,239 -68%
Mercer Global Advisors
330
Mercer Global Advisors
Colorado
$151K -$32.2K -2,475 -15%
PA
331
Profund Advisors
Maryland
$149K -$33.9K -2,603 -16%
PCS
332
Personal CFO Solutions
New Jersey
$149K +$40.7K +3,124 +31%
Vontobel Holding
333
Vontobel Holding
Switzerland
$147K +$12K +921 +8%
MG
334
Mather Group
Illinois
$147K +$171K +13,173 New
DA
335
Duality Advisers
Florida
$145K +$169K +13,020 New
MFG
336
Merit Financial Group
Georgia
$143K -$60.9K -4,681 -27%
FWM
337
Fingerlakes Wealth Management
New York
$141K +$312 +24 +0.2%
WP
338
WealthSource Partners
California
$140K
IC
339
IEQ Capital
California
$140K +$164K +12,587 New
PFO
340
Pathstone Family Office
New Jersey
$138K -$494K -37,946 -76%
Mariner
341
Mariner
Kansas
$136K -$82.2K -6,318 -34%
Wolverine Trading
342
Wolverine Trading
Illinois
$135K +$25.5K +1,960 +19%
DWT
343
Dorsey & Whitney Trust
South Dakota
$133K +$155K +11,904 New
PCMC
344
Paragon Capital Management (Colorado)
Colorado
$132K
CGA
345
Crescent Grove Advisors
Illinois
$126K
CIBC Asset Management
346
CIBC Asset Management
Ontario, Canada
$126K -$147K -11,296 -50%
PTC
347
Philadelphia Trust Company
Pennsylvania
$125K +$3.25K +250 +2%
FNT
348
First National Trust
Pennsylvania
$125K -$19.9K -1,525 -12%
Corient Private Wealth
349
Corient Private Wealth
Florida
$124K +$145K +11,124 New
FRM
350
Fox Run Management
Connecticut
$123K +$144K +11,045 New

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.