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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
HFM
326
Harvest Fund Management
China
$161K +$158K +13,708 New
RWM
327
Ritholtz Wealth Management
New York
$159K -$102K -8,859 -40%
C
328
Covestor
United Kingdom
$158K +$57.4K +4,984 +59%
KI
329
Kapitalo Investimentos
Brazil
$158K +$48.8K +4,232 +46%
OWA
330
One Wealth Advisors
California
$155K -$9.72K -844 -6%
MIS
331
Morningstar Investment Services
Illinois
$154K -$1.57M -135,833 -91%
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$154K -$51K -4,430 -25%
CB
333
Commerce Bank
Missouri
$154K -$233K -20,185 -61%
TWC
334
TD Waterhouse Canada
Ontario, Canada
$153K +$150K +13,014 New
FL
335
Fort LP
Maryland
$151K -$65K -5,641 -30%
PFO
336
Pathstone Family Office
New Jersey
$151K +$8.46K +734 +6%
M&T Bank
337
M&T Bank
New York
$145K -$113K -9,820 -44%
I
338
InceptionR
California
$141K -$252K -21,839 -64%
EH
339
Equitable Holdings
New York
$139K +$11.3K +984 +9%
BC
340
Bartlett & Co
Ohio
$137K -$51K -4,430 -28%
BCWM
341
Bartlett & Co Wealth Management
Ohio
$137K -$51K -4,430 -28%
FTDI
342
First Trust Direct Indexing
Massachusetts
$134K +$131K +11,391 New
CGA
343
Crescent Grove Advisors
Illinois
$133K
CIBC Asset Management
344
CIBC Asset Management
Ontario, Canada
$133K
FWM
345
Fingerlakes Wealth Management
New York
$133K -$15K -1,300 -10%
PA
346
Profund Advisors
Maryland
$132K -$24.4K -2,118 -16%
PTC
347
Philadelphia Trust Company
Pennsylvania
$131K
DADC
348
D.A. Davidson & Co
Montana
$130K +$9.7K +842 +8%
DWT
349
Dorsey & Whitney Trust
South Dakota
$129K -$10.1K -878 -7%
FNT
350
First National Trust
Pennsylvania
$126K -$4.56K -396 -4%

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.