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Western Union

475 hedge funds and large institutions have $3.94B invested in Western Union in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 151 increasing their positions, 185 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $45.1M | Put options by funds: $20.6M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.93% less ownership

Funds ownership: 98.2%94.27% (-3.9%)

6% less funds holding

Funds holding: 505475 (-30)

18% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 185

24% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 92

24% less capital invested

Capital invested by funds: $5.18B → $3.94B (-$1.24B)

Holders
475
Holders Change
-30
Holders Change %
-5.94%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
70
Increased
151
Reduced
185
Closed
92
Calls
$45.1M
Puts
$20.6M
Net Calls
+$24.5M
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
351
Equitable Holdings
New York
$121K +$10.9K +834 +8%
SAG
352
SageView Advisory Group
California
$120K +$140K +10,780 New
IAIM
353
Industrial Alliance Investment Management
Quebec, Canada
$119K +$41.2K +3,162 +42%
SBH
354
Segall Bryant & Hamill
Illinois
$118K
ASN
355
Advisory Services Network
Georgia
$117K -$27.8K -2,136 -17%
MM
356
MQS Management
New York
$117K +$136K +10,470 New
DWM
357
Darwin Wealth Management
Florida
$117K +$136K +10,413 New
PA
358
Parallel Advisors
California
$116K -$7.37K -566 -5%
NB
359
Northwest Bancshares
Pennsylvania
$116K -$11.5K -882 -8%
DADC
360
D.A. Davidson & Co
Montana
$114K -$4.31K -331 -3%
BAM
361
Belpointe Asset Management
Nevada
$114K +$38.3K +2,944 +41%
CF
362
Cantor Fitzgerald
New York
$112K -$24.7K -1,900 -16%
TRCT
363
Tower Research Capital (TRC)
New York
$112K -$13.1K -1,009 -9%
KI
364
Kapitalo Investimentos
Brazil
$103K +$120K +9,213 New
AAS
365
Ameritas Advisory Services
Nebraska
$100K +$119K +9,159 New
AT
366
Avalon Trust
New Mexico
$95.9K +$112K +8,600 New
C
367
Covestor
United Kingdom
$95K +$9.15K +703 +9%
DMBA
368
Deseret Mutual Benefit Administrators
Utah
$87.3K
EI
369
Ellevest Inc
New York
$80.6K +$58.7K +4,509 +166%
First Manhattan
370
First Manhattan
New York
$68.9K -$10.4K -800 -11%
WTC
371
WhitTier Trust Company
Nevada
$65.8K
S
372
SignatureFD
Georgia
$59.2K +$27.9K +2,147 +68%
QCG
373
Quadrant Capital Group
Ohio
$54.3K +$38K +2,918 +149%
GWM
374
Geneos Wealth Management
Colorado
$50.5K -$78K -5,993 -57%
CB
375
Centennial Bank
Arkansas
$48.5K -$1.81K -139 -3%

WU Hedge Fund Activity: Q1 2023 in Review

475 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2023, worth a combined $3.94B — down 24% from $5.18B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of WU and 70 opened new positions — a net loss of 22 holders — while 185 trimmed existing stakes and 151 added.

The largest buyer was Citadel Advisors, adding an estimated $133M. The largest seller was BlackRock, cutting an estimated $303M.

  • 475 institutional investors held Western Union (WU) as of Q1 2023, down from 505 in Q4 2022.
  • Funds reported $3.94B of Western Union stock for Q1 2023, down 24% quarter-over-quarter.
  • 70 funds opened new Western Union positions in Q1 2023 and 92 closed out, a net change of -22 holders.
  • The largest Western Union buyer in Q1 2023 was Citadel Advisors, an estimated $133M added.
  • The largest Western Union seller in Q1 2023 was BlackRock, an estimated $303M sold.

Based on aggregated 13F filings for Q1 2023.