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Western Union

463 hedge funds and large institutions have $3.83B invested in Western Union in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 140 increasing their positions, 176 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 46

22% more call options, than puts

Call options by funds: $21M | Put options by funds: $17.2M

6% more funds holding

Funds holding: 435463 (+28)

0.14% more ownership

Funds ownership: 88.06%88.2% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12% less capital invested

Capital invested by funds: $4.37B → $3.83B (-$540M)

20% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 176

Holders
463
Holders Change
+28
Holders Change %
+6.44%
% of All Funds
6.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
80
Increased
140
Reduced
176
Closed
46
Calls
$21M
Puts
$17.2M
Net Calls
+$3.78M
Net Calls Change
-$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
401
Blue Trust Inc
Georgia
$12K -$12.8K -1,047 -54%
DAM
402
Delta Asset Management
Tennessee
$11.9K
GWM
403
Geneos Wealth Management
Colorado
$11.6K -$262K -21,508 -96%
FFA
404
Farther Finance Advisors
California
$11.5K +$4.04K +331 +52%
VNA
405
Valley National Advisers
Pennsylvania
$11K
OC
406
Oakworth Capital
Alabama
$9.54K
TFA
407
Toth Financial Advisory
Virginia
$9.54K
TCWA
408
Turtle Creek Wealth Advisors
Texas
$9.31K +$9.53K +781 New
RTL
409
Red Tortoise LLC
Georgia
$8.11K
AssetMark Inc
410
AssetMark Inc
California
$8.03K +$3.16K +259 +62%
SSG
411
Summit Securities Group
New York
$8K +$8.54K +700 New
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$7.65K +$207 +17 +3%
AWM
413
Avior Wealth Management
Nebraska
$7.54K +$98 +8 +1%
QC
414
Quent Capital
New York
$7.22K -$2.9K -238 -28%
CFO
415
CVA Family Office
Colorado
$7.15K +$7.32K +600 New
BFEC
416
Benjamin F. Edwards & Company
Missouri
$7K
TWM
417
Tradition Wealth Management
Minnesota
$7K +$122 +10 +2%
GWS
418
Glassman Wealth Services
Virginia
$6.64K
PFBT
419
Parkside Financial Bank & Trust
Missouri
$6.28K +$122 +10 +2%
HI
420
Harbour Investments
Wisconsin
$5.32K +$3.17K +260 +140%
SIS
421
Sound Income Strategies
Florida
$4.89K +$5K +410 New
VWM
422
Venturi Wealth Management
Texas
$4.59K
FWM
423
Focused Wealth Management
New York
$4.36K +$73 +6 +2%
NSG
424
Nalls Sherbakoff Group
Tennessee
$4.17K
BIA
425
Bell Investment Advisors
California
$3.77K -$1.39K -114 -27%

WU Hedge Fund Activity: Q4 2023 in Review

463 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q4 2023, worth a combined $3.83B — down 12% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new WU positions and 46 closed out — a net gain of 34 holders — while 140 added to existing stakes and 176 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $48M. The largest seller was Millennium Management, cutting an estimated $112M.

  • 463 institutional investors held Western Union (WU) as of Q4 2023, up from 435 in Q3 2023.
  • Funds reported $3.83B of Western Union stock for Q4 2023, down 12% quarter-over-quarter.
  • 80 funds opened new Western Union positions in Q4 2023 and 46 closed out, a net change of +34 holders.
  • The largest Western Union buyer in Q4 2023 was Morgan Stanley, an estimated $48M added.
  • The largest Western Union seller in Q4 2023 was Millennium Management, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.