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Western Union

456 hedge funds and large institutions have $4.45B invested in Western Union in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 183 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $23M | Put options by funds: $12.8M

16% more capital invested

Capital invested by funds: $3.83B → $4.45B (+$621M)

5.01% more ownership

Funds ownership: 88.2%93.21% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 59

2% less funds holding

Funds holding: 463456 (-7)

24% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 183

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
6.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
139
Reduced
183
Closed
59
Calls
$23M
Puts
$12.8M
Net Calls
+$10.2M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
326
Diligent Investors
California
$157K -$11.6K -900 -7%
BCWM
327
Bartlett & Co Wealth Management
Ohio
$156K -$6.05K -470 -4%
OWA
328
One Wealth Advisors
California
$155K +$143K +11,120 New
BCM
329
Bluefin Capital Management
New York
$155K +$143K +11,100 New
BSW
330
Buckingham Strategic Wealth
Missouri
$154K +$142K +11,013 New
CC
331
Corton Capital
Ontario, Canada
$153K -$69.3K -5,376 -33%
US Bancorp
332
US Bancorp
Minnesota
$151K +$30.3K +2,353 +28%
CGA
333
Crescent Grove Advisors
Illinois
$150K -$7.73K -600 -5%
CT
334
Caldwell Trust
Florida
$148K -$14.2K -1,102 -9%
SOW
335
State of Wyoming
Wyoming
$147K -$5.92K -460 -4%
RWM
336
Ritholtz Wealth Management
New York
$146K -$1.11K -86 -0.8%
TWC
337
TD Waterhouse Canada
Ontario, Canada
$144K -$7.61K -591 -5%
RIA
338
Regal Investment Advisors
Michigan
$143K +$132K +10,260 New
PA
339
Profund Advisors
Maryland
$142K +$374 +29 +0.3%
HCP
340
Hexagon Capital Partners
Arkansas
$140K +$67.9K +5,269 +110%
FFA
341
Farther Finance Advisors
California
$139K +$118K +9,124 +945%
AT
342
Avalon Trust
New Mexico
$120K
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$119K +$20.2K +1,568 +23%
KBC Group
344
KBC Group
Belgium
$118K -$5.36K -416 -5%
Walleye Capital
345
Walleye Capital
New York
$115K -$14K -1,088 -12%
AGWCA
346
Annis Gardner Whiting Capital Advisors
Florida
$100K +$11.7K +905 +14%
DMBA
347
Deseret Mutual Benefit Administrators
Utah
$100K +$10.8K +840 +13%
MG
348
Mather Group
Illinois
$87.8K +$94.8K +7,363 New
PS
349
Principal Securities
Iowa
$87.4K -$580 -45 -0.7%
Nomura Asset Management
350
Nomura Asset Management
Japan
$85.3K +$12.9K +1,000 +20%

WU Hedge Fund Activity: Q1 2024 in Review

456 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2024, worth a combined $4.45B — up 16% from $3.83B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of WU and 58 opened new positions — a net loss of 1 holder — while 183 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $177M. The largest seller was Morgan Stanley, cutting an estimated $59.9M.

  • 456 institutional investors held Western Union (WU) as of Q1 2024, down from 463 in Q4 2023.
  • Funds reported $4.45B of Western Union stock for Q1 2024, up 16% quarter-over-quarter.
  • 58 funds opened new Western Union positions in Q1 2024 and 59 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q1 2024 was T. Rowe Price Associates, an estimated $177M added.
  • The largest Western Union seller in Q1 2024 was Morgan Stanley, an estimated $59.9M sold.

Based on aggregated 13F filings for Q1 2024.