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Western Union

463 hedge funds and large institutions have $3.96B invested in Western Union in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 152 increasing their positions, 180 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $16.8M

1% more capital invested

Capital invested by funds: $3.94B → $3.96B (+$19.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 475463 (-12)

4.05% less ownership

Funds ownership: 94.27%90.22% (-4%)

16% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 180

16% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 62

Holders
463
Holders Change
-12
Holders Change %
-2.53%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
52
Increased
152
Reduced
180
Closed
62
Calls
$29.4M
Puts
$16.8M
Net Calls
+$12.5M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
401
Delta Asset Management
Tennessee
$11.7K
SCA
402
Stonebridge Capital Advisors
Minnesota
$11.7K
Bessemer Group
403
Bessemer Group
New Jersey
$10K +$3.65K +317 +69%
QC
404
Quent Capital
New York
$9.85K -$311 -27 -3%
Twin Tree Management
405
Twin Tree Management
Texas
$9.55K -$525K -45,578 -98%
OC
406
Oakworth Capital
Alabama
$9.38K
TFA
407
Toth Financial Advisory
Virginia
$9.38K
BTI
408
Blue Trust Inc
Georgia
$9K -$19.4K -1,683 -67%
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$8.41K +$3.43K +298 +71%
RTL
410
Red Tortoise LLC
Georgia
$8.02K +$7.88K +684 New
AWM
411
Avior Wealth Management
Nebraska
$7.32K +$58 +5 +0.8%
CFO
412
CVA Family Office
Colorado
$7.04K +$6.91K +600 New
TWM
413
Tradition Wealth Management
Minnesota
$7K +$127 +11 +2%
BFEC
414
Benjamin F. Edwards & Company
Missouri
$7K +$6.91K +600 New
FFA
415
Farther Finance Advisors
California
$6.9K +$230 +20 +4%
PFBT
416
Parkside Financial Bank & Trust
Missouri
$6.65K +$657 +57 +11%
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$6K +$5.81K +504 +2,291%
BIA
418
Bell Investment Advisors
California
$5.09K +$2.8K +243 +127%
AssetMark Inc
419
AssetMark Inc
California
$4.87K
SSB
420
Sandy Spring Bank
Maryland
$4.47K
FWM
421
Focused Wealth Management
New York
$4.21K +$81 +7 +2%
NSG
422
Nalls Sherbakoff Group
Tennessee
$3.99K
SOW
423
State of Wyoming
Wyoming
$3.87K +$2.82K +245 +288%
ANBT
424
American National Bank & Trust
Texas
$3.52K
WBC
425
West Branch Capital
Massachusetts
$3.24K

WU Hedge Fund Activity: Q2 2023 in Review

463 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2023, worth a combined $3.96B — up 0.5% from $3.94B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WU and 52 opened new positions — a net loss of 10 holders — while 180 trimmed existing stakes and 152 added.

The largest buyer was AQR Capital Management, adding an estimated $53.3M. The largest seller was VanEck Associates, cutting an estimated $79.8M.

  • 463 institutional investors held Western Union (WU) as of Q2 2023, down from 475 in Q1 2023.
  • Funds reported $3.96B of Western Union stock for Q2 2023, up 0.5% quarter-over-quarter.
  • 52 funds opened new Western Union positions in Q2 2023 and 62 closed out, a net change of -10 holders.
  • The largest Western Union buyer in Q2 2023 was AQR Capital Management, an estimated $53.3M added.
  • The largest Western Union seller in Q2 2023 was VanEck Associates, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2023.