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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
KBC Group
351
KBC Group
Belgium
$106K
AT
352
Avalon Trust
New Mexico
$103K
HT
353
Headlands Technologies
Illinois
$102K +$104K +8,564 New
US Bancorp
354
US Bancorp
Minnesota
$101K -$793 -65 -0.8%
CI Investments Inc
355
CI Investments Inc
Ontario, Canada
$83K +$77.9K +6,382 +1,116%
SL
356
Salomon & Ludwin
Virginia
$79.4K
PAS
357
Point72 Asia (Singapore)
Singapore
$76.8K +$78.6K +6,446 New
DMBA
358
Deseret Mutual Benefit Administrators
Utah
$75.4K -$24.1K -1,975 -24%
PS
359
Principal Securities
Iowa
$75.1K +$76.8K +6,297 New
AGWCA
360
Annis Gardner Whiting Capital Advisors
Florida
$74.9K
WTG
361
West Tower Group
Virginia
$66.9K +$68.5K +5,616 New
Nomura Asset Management
362
Nomura Asset Management
Japan
$60.8K
Fifth Third Bancorp
363
Fifth Third Bancorp
Ohio
$59.2K -$22.3K -1,826 -27%
HCP
364
Hexagon Capital Partners
Arkansas
$57K +$9.41K +771 +19%
PA
365
Parallel Advisors
California
$51.5K -$512 -42 -1%
EWA
366
EverSource Wealth Advisors
Alabama
$48.3K -$9.39K -770 -16%
Daiwa Securities Group
367
Daiwa Securities Group
Japan
$46K +$47.6K +3,900 New
YDMI
368
Y.D. More Investments
Israel
$44.7K -$1.83K -150 -4%
SPIA
369
Steward Partners Investment Advisory
New York
$42.7K +$1.2K +98 +3%
S
370
SignatureFD
Georgia
$41.4K -$915 -75 -2%
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$39.6K +$793 +65 +2%
NF
372
Norwood Financial
Pennsylvania
$37K -$2.44K -200 -6%
GXJ
373
Global X Japan
Japan
$31.9K +$32.7K +2,678 New
QL
374
Quarry LP
New York
$31.2K +$24.1K +1,978 +311%
W
375
WealthCollab
Washington
$30.4K +$31.1K +2,547 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.