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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
FMB
376
Field & Main Bank
Kentucky
$19.8K
SIM
377
Studio Investment Management
Illinois
$19K -$29.2K -2,382 -62%
FHA
378
First Horizon Advisors
Tennessee
$16.4K -$699 -57 -4%
PMFA
379
Plante Moran Financial Advisors
Michigan
$16.3K
EBA
380
Eagle Bay Advisors
New York
$15K -$17K -1,388 -55%
Bessemer Group
381
Bessemer Group
New Jersey
$15K +$4.76K +388 +50%
JFA
382
JNBA Financial Advisors
Minnesota
$13.5K
DAM
383
Delta Asset Management
Tennessee
$13.2K
SCA
384
Stonebridge Capital Advisors
Minnesota
$13.2K
VNA
385
Valley National Advisers
Pennsylvania
$13K
QC
386
Quent Capital
New York
$11.1K +$49 +4 +0.5%
OC
387
Oakworth Capital
Alabama
$10.5K
TFA
388
Toth Financial Advisory
Virginia
$10.5K
Loomis, Sayles & Company
389
Loomis, Sayles & Company
Massachusetts
$10K +$8.98K +733 New
RTL
390
Red Tortoise LLC
Georgia
$8.96K -$49 -4 -0.6%
QL
391
Quarry LP
New York
$8.4K -$5.93K -484 -43%
FFA
392
Farther Finance Advisors
California
$8.36K +$564 +46 +8%
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$8.24K -$1.13K -92 -13%
AWM
394
Avior Wealth Management
Nebraska
$8.23K
BFEC
395
Benjamin F. Edwards & Company
Missouri
$8K
TWM
396
Tradition Wealth Management
Minnesota
$8K +$135 +11 +2%
CI Investments Inc
397
CI Investments Inc
Ontario, Canada
$8K +$564 +46 +9%
GWS
398
Glassman Wealth Services
Virginia
$7.34K -$8.91K -727 -57%
PFBT
399
Parkside Financial Bank & Trust
Missouri
$6.82K -$613 -50 -9%
BIA
400
Bell Investment Advisors
California
$5.67K -$49 -4 -0.9%

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.