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Western Union

435 hedge funds and large institutions have $4.37B invested in Western Union in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 141 increasing their positions, 175 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $13.9M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $3.96B → $4.37B (+$415M)

2.16% less ownership

Funds ownership: 90.22%88.06% (-2.2%)

6% less funds holding

Funds holding: 463435 (-28)

19% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 175

33% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 66

Holders
435
Holders Change
-28
Holders Change %
-6.05%
% of All Funds
6.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
44
Increased
141
Reduced
175
Closed
66
Calls
$25.3M
Puts
$13.9M
Net Calls
+$11.4M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
401
AssetMark Inc
California
$5.47K
VWM
402
Venturi Wealth Management
Texas
$5.08K +$4.72K +385 New
SSB
403
Sandy Spring Bank
Maryland
$5.02K
FWM
404
Focused Wealth Management
New York
$4.73K
NSG
405
Nalls Sherbakoff Group
Tennessee
$4.61K
SWM
406
Spire Wealth Management
Virginia
$4.06K +$2.08K +170 +123%
ANBT
407
American National Bank & Trust
Texas
$3.95K
WBC
408
West Branch Capital
Massachusetts
$3.64K
AAP
409
Arax Advisory Partners
Colorado
$3.53K +$2.15K +175 +188%
CAL
410
Capital Advisors Ltd
Ohio
$3K +$3.02K +246 +1,640%
EARNEST Partners
411
EARNEST Partners
Georgia
$2.9K
CWP
412
Concord Wealth Partners
Virginia
$2.83K
PWMG
413
Prestige Wealth Management Group
New Jersey
$2.68K +$2.49K +203 New
GWSG
414
GPS Wealth Strategies Group
Colorado
$2.64K
JMF
415
Johnson Midwest Financial
Iowa
$2.64K
WB
416
Webster Bank
Connecticut
$2.64K
ME
417
McIlrath & Eck
Washington
$2.56K
HI
418
Harbour Investments
Wisconsin
$2.45K
JWA
419
JFS Wealth Advisors
Pennsylvania
$2.41K +$61 +5 +3%
CSC
420
Caldwell Sutter Capital
California
$2.31K
SFG
421
Steward Financial Group
Texas
$2K +$1.89K +154 New
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$1.71K -$368 -30 -19%
KFS
423
Kelly Financial Services
Massachusetts
$1.32K
MFT
424
Moisand Fitzgerald Tamayo
Florida
$1.32K
WWP
425
WR Wealth Planners
Missouri
$1.32K

WU Hedge Fund Activity: Q3 2023 in Review

435 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2023, worth a combined $4.37B — up 10% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 44 opened new positions — a net loss of 22 holders — while 175 trimmed existing stakes and 141 added.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $46.8M. The largest seller was Marshall Wace, cutting an estimated $36.7M.

  • 435 institutional investors held Western Union (WU) as of Q3 2023, down from 463 in Q2 2023.
  • Funds reported $4.37B of Western Union stock for Q3 2023, up 10% quarter-over-quarter.
  • 44 funds opened new Western Union positions in Q3 2023 and 66 closed out, a net change of -22 holders.
  • The largest Western Union buyer in Q3 2023 was Contour Asset Management, an estimated $46.8M added.
  • The largest Western Union seller in Q3 2023 was Marshall Wace, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.