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Western Union
WU

Overview Fund Activity

465 hedge funds and large institutions have $3.3B invested in Western Union in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 165 increasing their positions, 146 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+18
Holders Change %
+4.03%
% of All Funds
6.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
80
Increased
165
Reduced
146
Closed
56
Calls
$26.3M
Puts
$19.1M
Net Calls
+$7.21M
Net Calls Change
-$2.59M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$307M
2
Invesco
2
Invesco
Georgia
$60M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$119M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$95.6M
5
UBS Group
5
UBS Group
Switzerland
$26.4M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$23.4M
3
Millennium Management
3
Millennium Management
New York
$15.9M
4
Bank of America
4
Bank of America
North Carolina
$6.58M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
326
Ethic Inc
New York
$125K -$39.9K -3,765 -24%
OWA
327
One Wealth Advisors
California
$125K -$110K -10,349 -47%
FTWA
328
Fifth Third Wealth Advisors
Ohio
$119K -$4.64K -438 -4%
BCWM
329
Bartlett & Co Wealth Management
Ohio
$118K – – –
AI
330
Atria Investments
North Carolina
$116K -$83.8K -7,905 -42%
ASN
331
Advisory Services Network
Georgia
$116K +$116K +10,940 New
BPAMU
332
BTG Pactual Asset Management US
New York
$114K +$114K +10,786 New
KTC
333
Kentucky Trust Company
Kentucky
$113K +$113K +10,620 New
CIBC Asset Management
334
CIBC Asset Management
Ontario, Canada
$112K +$5.39K +508 +5%
DIM
335
Delta Investment Management
California
$111K +$111K +10,477 New
RA
336
Royce & Associates
New York
$110K -$8K -755 -7%
P
337
&Partners
Tennessee
$109K +$109K +10,364 New
AF
338
Allworth Financial
California
$103K +$91.1K +8,876 +783%
AT
339
Avalon Trust
New Mexico
$91.2K – – –
PAM
340
Parvin Asset Management
South Dakota
$91.2K +$91.2K +8,600 New
PFBT
341
Parkside Financial Bank & Trust
Missouri
$87.8K +$84.9K +8,013 +2,946%
QL
342
Quarry LP
New York
$85.3K +$58.5K +5,515 +218%
HCP
343
Hexagon Capital Partners
Arkansas
$80.7K -$18.2K -1,713 -18%
FDCDDQ
344
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80K +$13.3K +1,250 +20%
US Bancorp
345
US Bancorp
Minnesota
$69.1K -$4.68K -441 -6%
PS
346
Principal Securities
Iowa
$68.6K -$4.07K -384 -6%
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$67.5K +$21.1K +1,993 +46%
Nomura Asset Management
348
Nomura Asset Management
Japan
$64.7K – – –
AA
349
AlphaMark Advisors
Kentucky
$55K +$42.2K +3,953 +329%
SIS
350
Sound Income Strategies
Florida
$53K +$53K +5,000 New
12 13
14
15 16