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Western Union

435 hedge funds and large institutions have $4.37B invested in Western Union in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 141 increasing their positions, 175 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $13.9M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $3.96B → $4.37B (+$415M)

2.16% less ownership

Funds ownership: 90.22%88.06% (-2.2%)

6% less funds holding

Funds holding: 463435 (-28)

19% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 175

33% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 66

Holders
435
Holders Change
-28
Holders Change %
-6.05%
% of All Funds
6.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
44
Increased
141
Reduced
175
Closed
66
Calls
$25.3M
Puts
$13.9M
Net Calls
+$11.4M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
326
Philadelphia Trust Company
Pennsylvania
$148K
DWT
327
Dorsey & Whitney Trust
South Dakota
$145K
DADC
328
D.A. Davidson & Co
Montana
$145K -$331 -27 -0.2%
M&T Bank
329
M&T Bank
New York
$144K -$17.9K -1,463 -12%
RFC
330
Regions Financial Corp
Alabama
$143K -$38.9K -3,172 -23%
BFM
331
Boothbay Fund Management
New York
$143K -$41.4K -3,380 -24%
RWM
332
Ritholtz Wealth Management
New York
$141K -$34.7K -2,831 -21%
GS
333
GTS Securities
New York
$137K +$128K +10,402 New
Wolverine Trading
334
Wolverine Trading
Illinois
$137K +$127K +10,389 New
PA
335
Profund Advisors
Maryland
$134K -$13.9K -1,137 -10%
FNT
336
First National Trust
Pennsylvania
$133K -$8.76K -715 -7%
KBC Group
337
KBC Group
Belgium
$116K +$67.2K +5,480 +163%
CMF
338
Counterpoint Mutual Funds
California
$115K -$89.9K -7,331 -46%
AT
339
Avalon Trust
New Mexico
$113K
US Bancorp
340
US Bancorp
Minnesota
$112K -$22.8K -1,859 -18%
DMBA
341
Deseret Mutual Benefit Administrators
Utah
$109K +$5.81K +474 +6%
SOW
342
State of Wyoming
Wyoming
$104K +$92.9K +7,582 +2,298%
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$89.5K +$15.7K +1,278 +23%
AGWCA
344
Annis Gardner Whiting Capital Advisors
Florida
$82.8K +$77K +6,280 New
SL
345
Salomon & Ludwin
Virginia
$79.4K +$73.8K +6,023 New
WTC
346
WhitTier Trust Company
Nevada
$77.8K
Nomura Asset Management
347
Nomura Asset Management
Japan
$67.2K
EWA
348
EverSource Wealth Advisors
Alabama
$63.5K +$3.44K +281 +6%
PA
349
Parallel Advisors
California
$57.5K -$2.43K -198 -4%
CB
350
Centennial Bank
Arkansas
$55K -$2.11K -172 -4%

WU Hedge Fund Activity: Q3 2023 in Review

435 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2023, worth a combined $4.37B — up 10% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 44 opened new positions — a net loss of 22 holders — while 175 trimmed existing stakes and 141 added.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $46.8M. The largest seller was Marshall Wace, cutting an estimated $36.7M.

  • 435 institutional investors held Western Union (WU) as of Q3 2023, down from 463 in Q2 2023.
  • Funds reported $4.37B of Western Union stock for Q3 2023, up 10% quarter-over-quarter.
  • 44 funds opened new Western Union positions in Q3 2023 and 66 closed out, a net change of -22 holders.
  • The largest Western Union buyer in Q3 2023 was Contour Asset Management, an estimated $46.8M added.
  • The largest Western Union seller in Q3 2023 was Marshall Wace, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.