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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
Northwestern Mutual Wealth Management
376
Northwestern Mutual Wealth Management
Wisconsin
$42.4K -$65.1K -5,000 -57%
NF
377
Norwood Financial
Pennsylvania
$42.2K +$13.3K +1,025 +37%
QL
378
Quarry LP
New York
$41.1K +$45.3K +3,482 +1,715%
AF
379
Allworth Financial
California
$37.3K +$4.74K +364 +12%
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$35K -$16.8K -1,287 -29%
BTI
381
Blue Trust Inc
Georgia
$34K -$312 -24 -0.9%
SPIA
382
Steward Partners Investment Advisory
New York
$32.9K
HCP
383
Hexagon Capital Partners
Arkansas
$32.7K -$39 -3 -0.1%
BAMF
384
BI Asset Management Fondsmaeglerselskab
Denmark
$31K -$421K -32,336 -92%
IRC
385
Investors Research Corp
Georgia
$30.1K
Loomis, Sayles & Company
386
Loomis, Sayles & Company
Massachusetts
$27K +$2.54K +195 +9%
SIM
387
Studio Investment Management
Illinois
$25.9K +$22K +1,690 +267%
CSPAM
388
Cary Street Partners Asset Management
Virginia
$24.9K +$29.1K +2,233 New
MSFP
389
Mark Sheptoff Financial Planning
Connecticut
$22.3K
National Bank of Canada
390
National Bank of Canada
Quebec, Canada
$20.6K -$4.98M -382,400 -100%
NA
391
NewEdge Advisors
Louisiana
$20.5K -$586 -45 -2%
IG
392
ING Group
Netherlands
$20.2K +$23.6K +1,810 New
PB
393
Pinnacle Bancorp
Nebraska
$19.5K
GCM
394
Gables Capital Management
Florida
$17.9K
BWAM
395
Boyd Watterson Asset Management
Ohio
$17.2K
MCM
396
MV Capital Management
Maryland
$16.9K
YDMI
397
Y.D. More Investments
Israel
$16.8K -$32.1K -2,464 -31%
FMB
398
Field & Main Bank
Kentucky
$16.7K
Fifth Third Bancorp
399
Fifth Third Bancorp
Ohio
$15.6K -$15.5K -1,189 -46%
FHA
400
First Horizon Advisors
Tennessee
$15.4K +$6.16K +473 +52%

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.