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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
SL
351
Salomon & Ludwin
Virginia
$81.8K -$2.22K -172 -3%
CM
352
Caption Management
Oklahoma
$77.3K -$564K -43,770 -89%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$67.8K -$1.55K -120 -2%
EWA
354
EverSource Wealth Advisors
Alabama
$59.8K +$5.14K +399 +10%
PA
355
Parallel Advisors
California
$54.8K -$5.17K -401 -9%
SPIA
356
Steward Partners Investment Advisory
New York
$50.1K
S
357
SignatureFD
Georgia
$47.6K -$837 -65 -2%
AFWM
358
Abich Financial Wealth Management
Virginia
$46K +$15.9K +1,233 +60%
NF
359
Norwood Financial
Pennsylvania
$43.4K
NFSG
360
Newbridge Financial Services Group
Florida
$40.6K +$37.4K +2,904 New
LI
361
LRI Investments
Florida
$38.8K +$35.7K +2,774 New
IRC
362
Investors Research Corp
Georgia
$37.7K +$34.8K +2,700 New
W
363
WealthCollab
Washington
$37.6K +$1.8K +140 +5%
YDMI
364
Y.D. More Investments
Israel
$34.4K -$16.5K -1,280 -34%
GIA
365
GHP Investment Advisors
Colorado
$34K +$554 +43 +2%
GXJ
366
Global X Japan
Japan
$33.5K -$3.63K -282 -11%
VWM
367
Venturi Wealth Management
Texas
$32.3K +$24.8K +1,927 +501%
WTC
368
WhitTier Trust Company
Nevada
$32.2K
RTC
369
Riverview Trust Company
Washington
$31.6K +$29.1K +2,262 New
MA
370
MCF Advisors
Kentucky
$30.3K +$27.9K +2,165 New
HCM
371
Highlander Capital Management
New Jersey
$28K
MSFP
372
Mark Sheptoff Financial Planning
Connecticut
$28K
First Manhattan
373
First Manhattan
New York
$27.6K
PB
374
Pinnacle Bancorp
Nebraska
$24.5K
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$23.8K -$20.8K -1,616 -49%

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.