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Western Union

453 hedge funds and large institutions have $3.65B invested in Western Union in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 146 increasing their positions, 170 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $24M | Put options by funds: $14.2M

25% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 51

2% more funds holding

Funds holding: 442453 (+11)

0.58% less ownership

Funds ownership: 91.27%90.68% (-0.58%)

3% less capital invested

Capital invested by funds: $3.77B → $3.65B (-$118M)

14% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 170

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
453
Holders Change
+11
Holders Change %
+2.49%
% of All Funds
6.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
146
Reduced
170
Closed
51
Calls
$24M
Puts
$14.2M
Net Calls
+$9.8M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
FMB
376
Field & Main Bank
Kentucky
$17.9K
FHA
377
First Horizon Advisors
Tennessee
$17.5K +$1.17K +97 +7%
BLC
378
Brown, Lisle/Cummings
Rhode Island
$17.2K
BWAM
379
Boyd Watterson Asset Management
Ohio
$16.2K
SAM
380
Smartleaf Asset Management
Massachusetts
$15.2K +$2.35K +195 +18%
RA
381
Rise Advisors
New York
$14.1K +$265 +22 +2%
MCM
382
MV Capital Management
Maryland
$14.1K -$72 -6 -0.5%
BIC
383
Beach Investment Counsel
Pennsylvania
$14K
AA
384
AlphaMark Advisors
Kentucky
$14K +$14.5K +1,200 New
RIL
385
Rothschild Investment LLC
Illinois
$14K +$422 +35 +3%
AF
386
Allworth Financial
California
$13.5K -$12.4K -1,025 -47%
ANBT
387
American National Bank & Trust
Texas
$13.1K
CAS
388
Coppell Advisory Solutions
Texas
$12.7K +$12.6K +1,043 New
BWL
389
Bogart Wealth LLC
Virginia
$12.4K -$3.02K -250 -19%
DAM
390
Delta Asset Management
Tennessee
$11.9K
VNA
391
Valley National Advisers
Pennsylvania
$11K
EWA
392
EverSource Wealth Advisors
Alabama
$10.3K -$29.6K -2,456 -74%
Bessemer Group
393
Bessemer Group
New Jersey
$10K +$2.51K +208 +35%
Optiver Holding
394
Optiver Holding
Netherlands
$9.57K +$9.67K +802 New
OC
395
Oakworth Capital
Alabama
$9.54K
TFA
396
Toth Financial Advisory
Virginia
$9.54K
GWM
397
Geneos Wealth Management
Colorado
$9.29K +$2.11K +175 +29%
NA
398
NewEdge Advisors
Louisiana
$9.07K +$1.73K +143 +23%
RTL
399
Red Tortoise LLC
Georgia
$8.11K
FIA
400
FNY Investment Advisers
New York
$8K -$9.38K -778 -52%

WU Hedge Fund Activity: Q3 2024 in Review

453 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2024, worth a combined $3.65B — down 3.1% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WU positions and 51 closed out — a net gain of 13 holders — while 146 added to existing stakes and 170 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $83.6M. The largest seller was Capital Research Global Investors, cutting an estimated $138M.

  • 453 institutional investors held Western Union (WU) as of Q3 2024, up from 442 in Q2 2024.
  • Funds reported $3.65B of Western Union stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 64 funds opened new Western Union positions in Q3 2024 and 51 closed out, a net change of +13 holders.
  • The largest Western Union buyer in Q3 2024 was Citadel Advisors, an estimated $83.6M added.
  • The largest Western Union seller in Q3 2024 was Capital Research Global Investors, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2024.