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Western Union

463 hedge funds and large institutions have $3.83B invested in Western Union in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 140 increasing their positions, 176 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 46

22% more call options, than puts

Call options by funds: $21M | Put options by funds: $17.2M

6% more funds holding

Funds holding: 435463 (+28)

0.14% more ownership

Funds ownership: 88.06%88.2% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12% less capital invested

Capital invested by funds: $4.37B → $3.83B (-$540M)

20% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 176

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
6.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
80
Increased
140
Reduced
176
Closed
46
Calls
$21M
Puts
$17.2M
Net Calls
+$3.78M
Net Calls Change
-$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
326
Sherbrooke Park Advisers
New York
$144K +$147K +12,070 New
SFI
327
Siemens Fonds Invest
Germany
$144K -$139K -11,367 -49%
A
328
AlphaQuest
New York
$143K +$147K +12,017 New
SCA
329
Snowden Capital Advisors
New York
$143K +$147K +12,012 New
BCWM
330
Bartlett & Co Wealth Management
Ohio
$142K
CT
331
Caldwell Trust
Florida
$139K -$24.5K -2,009 -15%
BC
332
Bartlett & Co
Ohio
$139K
FCH
333
Freestone Capital Holdings
Washington
$139K -$65K -5,331 -31%
BC
334
Bridgefront Capital
Texas
$137K +$140K +11,473 New
CGA
335
Crescent Grove Advisors
Illinois
$135K
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$135K -$3.48K -285 -2%
CIBC Asset Management
337
CIBC Asset Management
Ontario, Canada
$135K
BMSSC
338
B. Metzler seel. Sohn & Co
Germany
$135K
DADC
339
D.A. Davidson & Co
Montana
$133K +$1.96K +161 +1%
SOW
340
State of Wyoming
Wyoming
$131K +$37.4K +3,068 +39%
TWC
341
TD Waterhouse Canada
Ontario, Canada
$130K -$21.3K -1,748 -14%
Mercer Global Advisors
342
Mercer Global Advisors
Colorado
$129K +$132K +10,850 New
RWM
343
Ritholtz Wealth Management
New York
$125K -$2.44K -200 -2%
CCM
344
Coldstream Capital Management
Washington
$125K -$25.7K -2,110 -17%
C
345
Covestor
United Kingdom
$122K -$38.4K -3,150 -23%
PA
346
Profund Advisors
Maryland
$120K -$586 -48 -0.5%
Point72 Asset Management
347
Point72 Asset Management
Connecticut
$114K -$2.42M -198,400 -95%
Walleye Capital
348
Walleye Capital
New York
$111K -$1.06M -86,812 -90%
ASN
349
Advisory Services Network
Georgia
$109K -$26.2K -2,146 -19%
N
350
Natixis
France
$107K +$110K +9,000 New

WU Hedge Fund Activity: Q4 2023 in Review

463 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2023, worth a combined $3.83B — down 12% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WU positions and 46 closed out — a net gain of 34 holders — while 140 added to existing stakes and 176 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48M. The largest seller was Millennium Management, cutting an estimated $112M.

  • 463 institutional investors held Western Union (WU) as of Q4 2023, up from 435 in Q3 2023.
  • Funds reported $3.83B of Western Union stock for Q4 2023, down 12% quarter-over-quarter.
  • 80 funds opened new Western Union positions in Q4 2023 and 46 closed out, a net change of +34 holders.
  • The largest Western Union buyer in Q4 2023 was Morgan Stanley, an estimated $48M added.
  • The largest Western Union seller in Q4 2023 was Millennium Management, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.