We are live on ! Find out more
WU icon

Western Union

442 hedge funds and large institutions have $3.77B invested in Western Union in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 147 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $11M

1.94% less ownership

Funds ownership: 93.21%91.27% (-1.9%)

3% less funds holding

Funds holding: 456442 (-14)

15% less capital invested

Capital invested by funds: $4.45B → $3.77B (-$680M)

16% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 50

19% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 181

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
442
Holders Change
-14
Holders Change %
-3.07%
% of All Funds
6.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
147
Reduced
181
Closed
50
Calls
$21.9M
Puts
$11M
Net Calls
+$10.9M
Net Calls Change
+$729K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
376
Rothschild Investment LLC
Illinois
$13.9K +$533 +41 +4%
FFA
377
Farther Finance Advisors
California
$13.7K -$116K -8,963 -89%
ANBT
378
American National Bank & Trust
Texas
$13.4K
SAM
379
Smartleaf Asset Management
Massachusetts
$12.7K +$10.3K +792 +298%
DAM
380
Delta Asset Management
Tennessee
$12.2K
VNA
381
Valley National Advisers
Pennsylvania
$12K
MCM
382
Manchester Capital Management
Vermont
$12K +$12.1K +928 +1,785%
SOW
383
State of Wyoming
Wyoming
$10.9K -$125K -9,628 -92%
OC
384
Oakworth Capital
Alabama
$9.78K
TFA
385
Toth Financial Advisory
Virginia
$9.78K
RTL
386
Red Tortoise LLC
Georgia
$8.31K
AssetMark Inc
387
AssetMark Inc
California
$8.24K
CA
388
Continuum Advisory
Idaho
$8.15K +$377 +29 +5%
QC
389
Quent Capital
New York
$8.01K +$1.53K +118 +22%
NA
390
NewEdge Advisors
Louisiana
$7.54K -$5.68K -437 -41%
IAIM
391
International Assets Investment Management
Florida
$7.45K +$7.91K +609 New
GWM
392
Geneos Wealth Management
Colorado
$7.37K +$273 +21 +4%
CFO
393
CVA Family Office
Colorado
$7.33K
HNB
394
Huntington National Bank
Ohio
$7.27K +$741 +57 +11%
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$7.17K -$4.22K -325 -36%
BFEC
396
Benjamin F. Edwards & Company
Missouri
$7K -$1.32K -102 -15%
Bessemer Group
397
Bessemer Group
New Jersey
$7K
HI
398
Harbour Investments
Wisconsin
$5.45K
Mitsubishi UFJ Asset Management
399
Mitsubishi UFJ Asset Management
Japan
$5.24K
AWM
400
Avior Wealth Management
Nebraska
$4.89K -$10.4K -800 -67%

WU Hedge Fund Activity: Q2 2024 in Review

442 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2024, worth a combined $3.77B — down 15% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of WU and 42 opened new positions — a net loss of 8 holders — while 181 trimmed existing stakes and 147 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $109M. The largest seller was Citadel Advisors, cutting an estimated $71.3M.

  • 442 institutional investors held Western Union (WU) as of Q2 2024, down from 456 in Q1 2024.
  • Funds reported $3.77B of Western Union stock for Q2 2024, down 15% quarter-over-quarter.
  • 42 funds opened new Western Union positions in Q2 2024 and 50 closed out, a net change of -8 holders.
  • The largest Western Union buyer in Q2 2024 was T. Rowe Price Associates, an estimated $109M added.
  • The largest Western Union seller in Q2 2024 was Citadel Advisors, an estimated $71.3M sold.

Based on aggregated 13F filings for Q2 2024.