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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
LSA
376
Leonteq Securities AG
Switzerland
$29K +$9.98K +818 +51%
GIA
377
GHP Investment Advisors
Colorado
$28.5K +$281 +23 +1%
WTC
378
WhitTier Trust Company
Nevada
$27.4K -$43.9K -3,602 -61%
PHK
379
Point72 Hong Kong
Hong Kong
$26.2K +$26.8K +2,200 New
AFWM
380
Abich Financial Wealth Management
Virginia
$24.5K +$25.1K +2,059 New
MSFP
381
Mark Sheptoff Financial Planning
Connecticut
$23.8K
HCM
382
Highlander Capital Management
New Jersey
$23.8K +$24.4K +2,000 New
First Manhattan
383
First Manhattan
New York
$23.5K -$26.8K -2,200 -53%
LIWM
384
Long Island Wealth Management
New York
$23K +$23.3K +1,907 New
NICM
385
Neo Ivy Capital Management
New York
$23K +$23.7K +1,945 New
PB
386
Pinnacle Bancorp
Nebraska
$20.9K
QCG
387
Quadrant Capital Group
Ohio
$19.9K -$6.39K -524 -24%
GCM
388
Gables Capital Management
Florida
$19.2K
AF
389
Allworth Financial
California
$19K -$3.85K -316 -17%
MCM
390
MV Capital Management
Maryland
$18.1K
FMB
391
Field & Main Bank
Kentucky
$17.9K
CTC
392
Central Trust Company
Missouri
$17.2K +$17.6K +1,444 New
BLC
393
Brown, Lisle/Cummings
Rhode Island
$17.2K +$17.6K +1,442 New
PTC
394
Private Trust Company
Ohio
$17K -$1.05K -86 -6%
BWAM
395
Boyd Watterson Asset Management
Ohio
$16.2K -$2.32K -190 -12%
HNB
396
Huntington National Bank
Ohio
$16K -$3.42K -280 -17%
FHA
397
First Horizon Advisors
Tennessee
$14.9K
NA
398
NewEdge Advisors
Louisiana
$13.5K -$12.5K -1,028 -48%
RIL
399
Rothschild Investment LLC
Illinois
$13.1K +$13.4K +1,097 New
JFA
400
JNBA Financial Advisors
Minnesota
$12.2K

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.