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Western Union

453 hedge funds and large institutions have $3.65B invested in Western Union in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 146 increasing their positions, 170 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $24M | Put options by funds: $14.2M

25% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 51

2% more funds holding

Funds holding: 442453 (+11)

0.58% less ownership

Funds ownership: 91.27%90.68% (-0.58%)

3% less capital invested

Capital invested by funds: $3.77B → $3.65B (-$118M)

14% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 170

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
453
Holders Change
+11
Holders Change %
+2.49%
% of All Funds
6.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
64
Increased
146
Reduced
170
Closed
51
Calls
$24M
Puts
$14.2M
Net Calls
+$9.8M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Continuum Advisory
Idaho
$7.86K +$929 +77 +12%
MCM
402
Manchester Capital Management
Vermont
$7.68K -$4.05K -336 -34%
AssetMark Inc
403
AssetMark Inc
California
$7.59K -$458 -38 -6%
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$7.58K +$579 +48 +8%
CFO
405
CVA Family Office
Colorado
$7.16K
FCA
406
FinTrust Capital Advisors
South Carolina
$6.75K +$6.03K +500 +758%
QC
407
Quent Capital
New York
$6.57K -$1.25K -104 -16%
BIG
408
Brooklyn Investment Group
New York
$6.03K +$6.09K +505 New
LC
409
Lindbrook Capital
California
$5.96K +$6.03K +500 New
HNB
410
Huntington National Bank
Ohio
$5.82K -$1.29K -107 -18%
UB
411
UMB Bank
Missouri
$5.8K +$4.67K +387 +391%
HI
412
Harbour Investments
Wisconsin
$5.32K
Mitsubishi UFJ Asset Management
413
Mitsubishi UFJ Asset Management
Japan
$5.12K
AWM
414
Avior Wealth Management
Nebraska
$4.77K
CSB
415
City State Bank
Iowa
$4.71K +$4.76K +395 New
BIA
416
Bell Investment Advisors
California
$4.26K
OIA
417
Optimum Investment Advisors
Illinois
$3.58K
CB
418
Centennial Bank
Arkansas
$3.53K
WBC
419
West Branch Capital
Massachusetts
$3.29K
PFBT
420
Parkside Financial Bank & Trust
Missouri
$3.25K
WSFS
421
Wilmington Savings Fund Society
Delaware
$3.16K +$3.2K +265 New
SRCM
422
Signature Resources Capital Management
California
$3.03K
GI
423
GAMMA Investing
California
$2.76K +$1.5K +124 +116%
SWM
424
Spire Wealth Management
Virginia
$2.56K +$265 +22 +11%
TSMHT
425
Thurston Springer Miller Herd & Titak
Indiana
$2.56K

WU Hedge Fund Activity: Q3 2024 in Review

453 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2024, worth a combined $3.65B — down 3.1% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WU positions and 51 closed out — a net gain of 13 holders — while 146 added to existing stakes and 170 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $83.6M. The largest seller was Capital Research Global Investors, cutting an estimated $138M.

  • 453 institutional investors held Western Union (WU) as of Q3 2024, up from 442 in Q2 2024.
  • Funds reported $3.65B of Western Union stock for Q3 2024, down 3.1% quarter-over-quarter.
  • 64 funds opened new Western Union positions in Q3 2024 and 51 closed out, a net change of +13 holders.
  • The largest Western Union buyer in Q3 2024 was Citadel Advisors, an estimated $83.6M added.
  • The largest Western Union seller in Q3 2024 was Capital Research Global Investors, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2024.