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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
QL
376
Quarry LP
New York
$23.7K -$11.9K -922 -35%
QCG
377
Quadrant Capital Group
Ohio
$22.8K -$554 -43 -3%
GCM
378
Gables Capital Management
Florida
$22.5K
AF
379
Allworth Financial
California
$22.4K +$39 +3 +0.2%
MCM
380
MV Capital Management
Maryland
$21.3K
FMB
381
Field & Main Bank
Kentucky
$21K
CTC
382
Central Trust Company
Missouri
$20.2K
BLC
383
Brown, Lisle/Cummings
Rhode Island
$20.2K
PTC
384
Private Trust Company
Ohio
$20K
FHA
385
First Horizon Advisors
Tennessee
$19.1K +$1.56K +121 +10%
BWAM
386
Boyd Watterson Asset Management
Ohio
$19K
LSA
387
Leonteq Securities AG
Switzerland
$16.8K -$15.8K -1,230 -51%
AWM
388
Avior Wealth Management
Nebraska
$16.8K +$7.32K +568 +90%
RA
389
Rise Advisors
New York
$15.7K +$14.5K +1,122 New
ANBT
390
American National Bank & Trust
Texas
$15.4K +$10.3K +800 +267%
RIL
391
Rothschild Investment LLC
Illinois
$15.3K
NA
392
NewEdge Advisors
Louisiana
$14.7K -$1K -78 -7%
JFA
393
JNBA Financial Advisors
Minnesota
$14.3K
DAM
394
Delta Asset Management
Tennessee
$14K
CB
395
Community Bank
New York
$14K +$12.9K +1,000 New
VNA
396
Valley National Advisers
Pennsylvania
$13K
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$12.8K +$3.48K +270 +42%
BTI
398
Blue Trust Inc
Georgia
$11.2K -$1.39K -108 -12%
OC
399
Oakworth Capital
Alabama
$11.2K
TFA
400
Toth Financial Advisory
Virginia
$11.2K

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.