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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
First Manhattan
351
First Manhattan
New York
$55K -$24.5K -2,000 -32%
HCP
352
Hexagon Capital Partners
Arkansas
$52.8K +$9.06K +739 +23%
YDMI
353
Y.D. More Investments
Israel
$49.4K -$13.6K -1,110 -22%
S
354
SignatureFD
Georgia
$46.7K -$14.5K -1,187 -25%
SPIA
355
Steward Partners Investment Advisory
New York
$46K +$12.3K +1,000 +40%
NF
356
Norwood Financial
Pennsylvania
$43.6K -$5.88K -480 -13%
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$42.9K -$3.31K -270 -8%
IRC
358
Investors Research Corp
Georgia
$35.6K
GIA
359
GHP Investment Advisors
Colorado
$31.1K +$13.9K +1,135 +92%
RTC
360
Riverview Trust Company
Washington
$29.8K
CSPIA
361
Cary Street Partners Investment Advisory
Virginia
$29.4K +$27.4K +2,233 New
QCG
362
Quadrant Capital Group
Ohio
$28.9K -$8.05K -657 -23%
NA
363
NewEdge Advisors
Louisiana
$28.5K +$12.5K +1,019 +89%
MSFP
364
Mark Sheptoff Financial Planning
Connecticut
$26.4K
AF
365
Allworth Financial
California
$25.2K -$650 -53 -3%
IG
366
ING Group
Netherlands
$23.9K
PB
367
Pinnacle Bancorp
Nebraska
$23.1K
BTI
368
Blue Trust Inc
Georgia
$23K +$13.8K +1,123 +135%
IPW
369
Impact Partnership Wealth
Georgia
$22.3K -$947K -77,236 -98%
HNB
370
Huntington National Bank
Ohio
$21.3K -$1.39K -113 -7%
LSA
371
Leonteq Securities AG
Switzerland
$21.3K +$19.8K +1,615 New
GCM
372
Gables Capital Management
Florida
$21.2K
BWAM
373
Boyd Watterson Asset Management
Ohio
$20.4K
MCM
374
MV Capital Management
Maryland
$20K
PTC
375
Private Trust Company
Ohio
$20K +$1.11K +91 +6%

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.