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Western Union

442 hedge funds and large institutions have $3.77B invested in Western Union in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 147 increasing their positions, 181 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $11M

1.94% less ownership

Funds ownership: 93.21%91.27% (-1.9%)

3% less funds holding

Funds holding: 456442 (-14)

15% less capital invested

Capital invested by funds: $4.45B → $3.77B (-$680M)

16% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 50

19% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 181

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
442
Holders Change
-14
Holders Change %
-3.07%
% of All Funds
6.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
147
Reduced
181
Closed
50
Calls
$21.9M
Puts
$11M
Net Calls
+$10.9M
Net Calls Change
+$729K
Name Holding Trade Value Shares
Change
Change in
Stake
TFF
401
The Family Firm
Maryland
$4.87K +$5.17K +398 New
BIA
402
Bell Investment Advisors
California
$4.36K -$858 -66 -16%
OWA
403
Opal Wealth Advisors
New York
$3.79K -$390 -30 -9%
OIA
404
Optimum Investment Advisors
Illinois
$3.67K
CB
405
Centennial Bank
Arkansas
$3.62K
WBC
406
West Branch Capital
Massachusetts
$3.37K
PFBT
407
Parkside Financial Bank & Trust
Missouri
$3.33K -$2.57K -198 -42%
SRCM
408
Signature Resources Capital Management
California
$3.1K
TSMHT
409
Thurston Springer Miller Herd & Titak
Indiana
$2.63K +$2.79K +215 New
SSB
410
Sandy Spring Bank
Maryland
$2.6K
SL
411
Salomon & Ludwin
Virginia
$2.47K -$73.4K -5,649 -97%
CFGS
412
Concourse Financial Group Securities
Alabama
$2.44K
WB
413
Webster Bank
Connecticut
$2.44K
HGA
414
Hobbs Group Advisors
South Carolina
$2.44K +$2.6K +200 New
ME
415
McIlrath & Eck
Washington
$2.37K
SWM
416
Spire Wealth Management
Virginia
$2.36K -$598 -46 -19%
JWA
417
JFS Wealth Advisors
Pennsylvania
$2.24K
CSC
418
Caldwell Sutter Capital
California
$2.14K
IC
419
Innealta Capital
Texas
$2.02K +$2.14K +165 New
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$1.59K
GI
421
GAMMA Investing
California
$1.31K +$1.03K +79 +282%
RI
422
Ridgewood Investments
New Jersey
$1.23K +$1.3K +100 New
KFS
423
Kelly Financial Services
Massachusetts
$1.22K
MFT
424
Moisand Fitzgerald Tamayo
Florida
$1.22K
RS
425
Rakuten Securities
Japan
$1.22K

WU Hedge Fund Activity: Q2 2024 in Review

442 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q2 2024, worth a combined $3.77B — down 15% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of WU and 42 opened new positions — a net loss of 8 holders — while 181 trimmed existing stakes and 147 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $109M. The largest seller was Citadel Advisors, cutting an estimated $71.3M.

  • 442 institutional investors held Western Union (WU) as of Q2 2024, down from 456 in Q1 2024.
  • Funds reported $3.77B of Western Union stock for Q2 2024, down 15% quarter-over-quarter.
  • 42 funds opened new Western Union positions in Q2 2024 and 50 closed out, a net change of -8 holders.
  • The largest Western Union buyer in Q2 2024 was T. Rowe Price Associates, an estimated $109M added.
  • The largest Western Union seller in Q2 2024 was Citadel Advisors, an estimated $71.3M sold.

Based on aggregated 13F filings for Q2 2024.