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Western Union

456 hedge funds and large institutions have $4.45B invested in Western Union in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 183 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $23M | Put options by funds: $12.8M

16% more capital invested

Capital invested by funds: $3.83B → $4.45B (+$621M)

5.01% more ownership

Funds ownership: 88.2%93.21% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 59

2% less funds holding

Funds holding: 463456 (-7)

24% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 183

Holders
456
Holders Change
-7
Holders Change %
-1.51%
% of All Funds
6.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
139
Reduced
183
Closed
59
Calls
$23M
Puts
$12.8M
Net Calls
+$10.2M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
401
Benjamin F. Edwards & Company
Missouri
$10K +$1.31K +102 +17%
RTL
402
Red Tortoise LLC
Georgia
$9.51K
AssetMark Inc
403
AssetMark Inc
California
$9.42K
CA
404
Continuum Advisory
Idaho
$8.48K +$8.22K +638 New
CFO
405
CVA Family Office
Colorado
$8.39K
GWM
406
Geneos Wealth Management
Colorado
$8.14K -$5.02K -390 -40%
Bessemer Group
407
Bessemer Group
New Jersey
$8K +$4.07K +316 +112%
CG
408
Cutler Group
California
$8K +$7.92K +615 New
HNB
409
Huntington National Bank
Ohio
$7.52K -$10.3K -801 -60%
QC
410
Quent Capital
New York
$7.52K -$889 -69 -11%
PFBT
411
Parkside Financial Bank & Trust
Missouri
$6.57K -$734 -57 -11%
HI
412
Harbour Investments
Wisconsin
$6.24K
Mitsubishi UFJ Asset Management
413
Mitsubishi UFJ Asset Management
Japan
$6K -$478K -37,106 -99%
BIA
414
Bell Investment Advisors
California
$5.91K +$1.38K +107 +34%
OWA
415
Opal Wealth Advisors
New York
$4.75K +$4.38K +340 New
OIA
416
Optimum Investment Advisors
Illinois
$4.19K +$3.86K +300 New
CB
417
Centennial Bank
Arkansas
$4.14K
AAP
418
Arax Advisory Partners
Colorado
$3.88K +$64 +5 +2%
WBC
419
West Branch Capital
Massachusetts
$3.86K
SAM
420
Smartleaf Asset Management
Massachusetts
$3.65K +$3.43K +266 New
OPTFSNA
421
Old Point Trust & Financial Services N A
Virginia
$3.5K +$3.22K +250 New
SWM
422
Spire Wealth Management
Virginia
$3.34K +$1.04K +81 +51%
SRCM
423
Signature Resources Capital Management
California
$3.03K
SSB
424
Sandy Spring Bank
Maryland
$2.98K
CFGS
425
Concourse Financial Group Securities
Alabama
$2.84K +$2.58K +200 New

WU Hedge Fund Activity: Q1 2024 in Review

456 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q1 2024, worth a combined $4.45B — up 16% from $3.83B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of WU and 58 opened new positions — a net loss of 1 holder — while 183 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $177M. The largest seller was Morgan Stanley, cutting an estimated $59.9M.

  • 456 institutional investors held Western Union (WU) as of Q1 2024, down from 463 in Q4 2023.
  • Funds reported $4.45B of Western Union stock for Q1 2024, up 16% quarter-over-quarter.
  • 58 funds opened new Western Union positions in Q1 2024 and 59 closed out, a net change of -1 holder.
  • The largest Western Union buyer in Q1 2024 was T. Rowe Price Associates, an estimated $177M added.
  • The largest Western Union seller in Q1 2024 was Morgan Stanley, an estimated $59.9M sold.

Based on aggregated 13F filings for Q1 2024.